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Mutual Fund Finder

Last update: 31-Dec-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
Copley COPLX Large Value Copley
Fidelity® Blue Chip Value FBCVX Large Value Fidelity Investments
BMO Low Volatility Equity I MLVEX Large Value BMO Funds
Fidelity Advisor® Value Leaders I FVLIX Large Value Fidelity Investments
Fidelity Advisor® Value Leaders A FVLAX Large Value Fidelity Investments
BMO Low Volatility Equity Y MLVYX Large Value BMO Funds
BMO Low Volatility Equity A BLVAX Large Value BMO Funds
Fidelity Advisor® Value Leaders T FVLTX Large Value Fidelity Investments
Fidelity Advisor® Value Leaders B FVLBX Large Value Fidelity Investments
Pioneer Equity Income K PEQKX Large Value Pioneer Investments
Fidelity Advisor® Value Leaders C FVLCX Large Value Fidelity Investments
Pioneer Equity Income Y PYEQX Large Value Pioneer Investments
Pioneer Equity Income Z PEZQX Large Value Pioneer Investments
Pioneer Equity Income A PEQIX Large Value Pioneer Investments
Pioneer Equity Income R PQIRX Large Value Pioneer Investments
Pioneer Equity Income C PCEQX Large Value Pioneer Investments
Pioneer Value C PCOTX Large Value Pioneer Investments
Mount Lucas US Focused Eq I BMLEX Large Value MT Lucas
SEI Tax-Managed Mgd Volatility A (SIMT) TMMAX Large Value SEI
SEI US Managed Volatility Y (SIMT) SUSYX Large Value SEI
SEI US Managed Volatility A (SIMT) SVOAX Large Value SEI
SEI US Managed Volatility I (SIMT) SEVIX Large Value SEI
Clifford Capital Partners Investor CLFFX Large Value Clifford Capital
Clifford Capital Partners Institutional CLIFX Large Value Clifford Capital
Day Hagan Tactical Dividend I DHQIX Large Value Day Hagan
Wells Fargo Advantage C&B Lg Cap Val I CBLSX Large Value Wells Fargo Advantage
Wells Fargo Advantage C&B Lg Cap Val Adm CBLLX Large Value Wells Fargo Advantage
Day Hagan Tactical Dividend A DHQAX Large Value Day Hagan
SunAmerica Strategic Value A SFVAX Large Value SunAmerica
Wells Fargo Advantage C&B Lg Cap Val A CBEAX Large Value Wells Fargo Advantage
Fidelity® Value Discovery K FVDKX Large Value Fidelity Investments
Davenport Value & Income DVIPX Large Value Davenport
Fidelity® Value Discovery FVDFX Large Value Fidelity Investments
JPMorgan Equity Income R5 OIERX Large Value JPMorgan
Wells Fargo Advantage C&B Lg Cp Val Inv CBEQX Large Value Wells Fargo Advantage
JPMorgan Equity Income Select HLIEX Large Value JPMorgan
Fidelity Advisor® Equity Value I FAIVX Large Value Fidelity Investments
JPMorgan Equity Income R6 OIEJX Large Value JPMorgan
Principal Large Cap Value III C PLLCX Large Value Principal Funds
JPMorgan Large Cap Value R5 JLVRX Large Value JPMorgan
TDAM US Equity Shld Yld Instl TDUIX Large Value TD Asset Management
TDAM US Equity Shareholder Yld Adv TDUEX Large Value TD Asset Management
JPMorgan Large Cap Value R6 JLVMX Large Value JPMorgan
SunAmerica Strategic Value C SFVTX Large Value SunAmerica
Day Hagan Tactical Dividend C DHQCX Large Value Day Hagan
Fidelity Advisor® Equity Value A FAVAX Large Value Fidelity Investments
Invesco Dividend Income R6 IFUTX Large Value Invesco
SunAmerica Strategic Value B SFDBX Large Value SunAmerica
Invesco Dividend Income R5 FSIUX Large Value Invesco
Invesco Dividend Income Y IAUYX Large Value Invesco
JPMorgan Equity Income A OIEIX Large Value JPMorgan
JPMorgan Large Cap Value Select HLQVX Large Value JPMorgan
JPMorgan Equity Income R2 OIEFX Large Value JPMorgan
Wells Fargo Advantage C&B Lg Cap Val B CBEBX Large Value Wells Fargo Advantage
Wells Fargo Advantage C&B Lg Cap Val C CBECX Large Value Wells Fargo Advantage
Fidelity Advisor® Equity Value T FAVTX Large Value Fidelity Investments
JPMorgan Large Cap Value A OLVAX Large Value JPMorgan
Invesco Dividend Income A IAUTX Large Value Invesco
Invesco Dividend Income Investor FSTUX Large Value Invesco
JPMorgan Equity Income B OGIBX Large Value JPMorgan
Diamond Hill Select Y DHTYX Large Value Diamond Hill Funds
JPMorgan Large Cap Value R2 JLVZX Large Value JPMorgan
JPMorgan Equity Income C OINCX Large Value JPMorgan
JPMorgan Large Cap Value C OLVCX Large Value JPMorgan
Fidelity Advisor® Equity Value C FAVCX Large Value Fidelity Investments
Diamond Hill Select I DHLTX Large Value Diamond Hill Funds
Diamond Hill Select A DHTAX Large Value Diamond Hill Funds
JPMorgan Large Cap Value B OLVBX Large Value JPMorgan
Fidelity Advisor® Equity Value B FAVBX Large Value Fidelity Investments
Lord Abbett Calibrated Large Cap Value F LCAFX Large Value Lord Abbett
Lord Abbett Calibrated Large Cap Value I LVCIX Large Value Lord Abbett
Lord Abbett Calibrated Large Cap Value A LCAAX Large Value Lord Abbett
Invesco Dividend Income B IBUTX Large Value Invesco
DoubleLine Shiller Enhanced CAPE® I DSEEX Large Value DoubleLine
Invesco Dividend Income C IUTCX Large Value Invesco
DoubleLine Shiller Enhanced CAPE® N DSENX Large Value DoubleLine
Lord Abbett Calibrated Large Cap ValueR3 LCARX Large Value Lord Abbett
LSV US Managed Volatility Investor LVAMX Large Value LSV Fund
Lord Abbett Calibrated Large Cap ValueR2 LCAQX Large Value Lord Abbett
DGHM All-Cap Value Institutional DGAIX Large Value DGHM
JPMorgan Value Advantage Instl JVAIX Large Value JPMorgan
Diamond Hill Select C DHTCX Large Value Diamond Hill Funds
DGHM All-Cap Value Investor DGHMX Large Value DGHM
American Beacon The London Co Inc Eq Ins ABCIX Large Value American Beacon
LSV US Managed Volatility Institutional LSVMX Large Value LSV Fund
Lord Abbett Calibrated Large Cap Value C LCACX Large Value Lord Abbett
American Beacon The London Co Inc Eq Inv ABCVX Large Value American Beacon
JPMorgan Value Advantage Select JVASX Large Value JPMorgan
MFS® Value R5 MEIKX Large Value MFS
MFS® Value I MEIIX Large Value MFS
MFS® Value R4 MEIJX Large Value MFS
American Beacon The London Co Inc Eq A ABCAX Large Value American Beacon
JPMorgan Value Advantage A JVAAX Large Value JPMorgan
AST MFS Large-Cap Value ASTMFSLARGEC Large Value Advanced Series Trust
MFS® Value R3 MEIHX Large Value MFS
Fidelity® Series Stk Selec Lg Cp Val F FRGEX Large Value Fidelity Investments
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