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Mutual Fund Finder

Last update: 30-Sep-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Pioneer Value A PIOTX Large Value Pioneer Investments
Pioneer Fundamental Value Y CVFYX Large Value Pioneer Investments
Pioneer Fundamental Value A CVFCX Large Value Pioneer Investments
Pioneer Fundamental Value C CVCFX Large Value Pioneer Investments
Pioneer Value C PCOTX Large Value Pioneer Investments
Principal Large Cap Value III C PLLCX Large Value Principal Funds
JPMorgan Value Opportunities Inst JVOIX Large Value JPMorgan
SunAmerica Value A SSVAX Large Value SunAmerica
SunAmerica Value B SSVBX Large Value SunAmerica
Waddell & Reed Value A WVAAX Large Value Waddell & Reed
Ivy Value R6 IVALX Large Value Ivy Funds
Ivy Value Y IYVYX Large Value Ivy Funds
Ivy Value A IYVAX Large Value Ivy Funds
Ivy Value R IYVLX Large Value Ivy Funds
Ivy Value C IYVCX Large Value Ivy Funds
Waddell & Reed Value C WVACX Large Value Waddell & Reed
Ivy Value B IYVBX Large Value Ivy Funds
Waddell & Reed Value B WVABX Large Value Waddell & Reed
Viking Large-Cap Value VLVAX Large Value Viking
SunAmerica Focused Dividend Strategy C FDSTX Large Value SunAmerica
SunAmerica Focused Dividend Strategy B FDSBX Large Value SunAmerica
Edgar Lomax Value LOMAX Large Value Edgar Lomax
Wells Fargo Advantage Discp US Core I EVSIX Large Value Wells Fargo Advantage
Wells Fargo Advantage Discp US Core Adm EVSYX Large Value Wells Fargo Advantage
Wells Fargo Advantage Discp US Core C EVSTX Large Value Wells Fargo Advantage
American Beacon The London Co Inc Eq Ins ABCIX Large Value American Beacon
American Beacon The London Co Inc Eq Y ABCYX Large Value American Beacon
American Beacon The London Co Inc Eq Inv ABCVX Large Value American Beacon
American Beacon The London Co Inc Eq A ABCAX Large Value American Beacon
Delaware Pooled Large-Cap Value Equity DPDEX Large Value Delaware Investments
Delaware Value? Inst DDVIX Large Value Delaware Investments
Advance Capital I Core Equity Retail ADCEX Large Value Advance Capital I
Advance Capital I Core Equity Inst ADCNX Large Value Advance Capital I
Hennessy Total Return Investor HDOGX Large Value Hennessy
Northern Large Cap Core NOLCX Large Value Northern Funds
American Beacon The London Co Inc Eq C ABECX Large Value American Beacon
Delaware Value? R DDVRX Large Value Delaware Investments
BMO Dividend Income I MDIVX Large Value BMO Funds
Columbia Dividend Income R5 CDDRX Large Value Columbia
Delaware Value? C DDVCX Large Value Delaware Investments
Columbia Dividend Income Y CDDYX Large Value Columbia
Bishop Street Dividend Value I BSLIX Large Value Bishop Street
Buffalo Dividend Focus BUFDX Large Value Buffalo
Columbia Dividend Income A LBSAX Large Value Columbia
Eaton Vance Focused Value Opps A EAFVX Large Value Eaton Vance
BMO Large-Cap Value I MLVIX Large Value BMO Funds
Columbia Dividend Income R CDIRX Large Value Columbia
BlackRock Large Cap Value Instl MALVX Large Value BlackRock
LSV US Managed Volatility Institutional LSVMX Large Value LSV Fund
BMO Large-Cap Value A BALVX Large Value BMO Funds
BMO Large-Cap Value Y MREIX Large Value BMO Funds
Clifford Capital Partners Investor CLFFX Large Value Clifford Capital
Clifford Capital Partners Institutional CLIFX Large Value Clifford Capital
Columbia Large Value Quantitative Z CVQZX Large Value Columbia
BlackRock Large Cap Value Svc MSLVX Large Value BlackRock
Columbia Dividend Income C LBSCX Large Value Columbia
BlackRock Large Cap Value Inv A MDLVX Large Value BlackRock
LSV US Managed Volatility Investor LVAMX Large Value LSV Fund
Columbia Dividend Income B LBSBX Large Value Columbia
BMO Low Volatility Equity I MLVEX Large Value BMO Funds
Voya Russell Large Cap Value Index A IRVAX Large Value Voya
Vanguard Mega Cap Value Index I VMVLX Large Value Vanguard
BlackRock Large Cap Value R MRLVX Large Value BlackRock
Columbia Large Value Quantitative A RLCAX Large Value Columbia
Columbia Large Value Quantitative T CVQTX Large Value Columbia
Columbia Large Value Quantitative K RLCYX Large Value Columbia
BlackRock Large Cap Core Retirement K MKLRX Large Value BlackRock
VALIC Company I Dividend Value VCIGX Large Value VALIC
BlackRock Large Cap Core Instl MALRX Large Value BlackRock
Invesco Growth and Income Y ACGMX Large Value Invesco
BlackRock Large Cap Value Inv C MCLVX Large Value BlackRock
BlackRock Large Cap Value Inv B MBLVX Large Value BlackRock
BlackRock Large Cap Core Svc MSLRX Large Value BlackRock
Columbia Large Value Quantitative R RLCOX Large Value Columbia
BMO Low Volatility Equity Y MLVYX Large Value BMO Funds
BMO Low Volatility Equity A BLVAX Large Value BMO Funds
American Funds Washington Mutual R6 RWMGX Large Value American Funds
American Funds Washington Mutual F2 WMFFX Large Value American Funds
Voya Corporate Leaders Trust B LEXCX Large Value Voya
American Funds Washington Mutual 529F CWMFX Large Value American Funds
Nuveen Large-Cap Value I NNGRX Large Value Nuveen
Shelton Core Value Direct EQTIX Large Value Shelton Capital Management
VY Invesco Growth and Income I IVGIX Large Value Voya
Invesco Growth and Income B ACGJX Large Value Invesco
Columbia Large Value Quantitative C RDCCX Large Value Columbia
Sterling Capital Large Cap Val Divers I BBISX Large Value Sterling Capital Funds
Nuveen Large-Cap Value A NNGAX Large Value Nuveen
American Funds Washington Mutual A AWSHX Large Value American Funds
Invesco Growth and Income R ACGLX Large Value Invesco
Union Street Partners Value A USPVX Large Value World Funds
American Funds Washington Mutual R4 RWMEX Large Value American Funds
American Funds Washington Mutual 529A CWMAX Large Value American Funds
Dodge & Cox Stock DODGX Large Value Dodge & Cox
BlackRock Large Cap Core R MRLRX Large Value BlackRock
VY Invesco Growth and Income S IVGSX Large Value Voya
American Funds Washington Mutual R2E RWEBX Large Value American Funds
Legg Mason BW Diversified Lg Cp Val I LBWIX Large Value Legg Mason
Sterling Capital Large Cap Val Divers A BBTGX Large Value Sterling Capital Funds
Nuveen Large-Cap Value R3 NMMTX Large Value Nuveen
Manning & Napier Dividend Focus I MNDFX Large Value Manning & Napier
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