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Mutual Fund Finder

Last update: 31-Jul-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Advisory Research All Cap Value ADVGX Large Blend Advisory Research
GMO Quality III GQETX Large Blend GMO
GMO Quality V GQLFX Large Blend GMO
CCA Aggressive Return Instl RSKIX Large Blend CCA Funds
Transparent Value Large-Cap Core C TVBCX Large Blend Transparent Value Trust
TS&W Equity Institutional TSWEX Large Blend TS&W Funds
PIMCO LowVol RAFI?-PLUS AR P PPLVX Large Blend PIMCO
Eaton Vance Tx-Mgd Eq Asset Allc B EBEAX Large Blend Eaton Vance
Virtus Low Volatility Equity I VLVIX Large Blend Virtus
Virtus Low Volatility Equity A VLVAX Large Blend Virtus
Prudential Jennison Equity Opp Z PJGZX Large Blend Prudential Investments
ClearBridge All Cap Value IS LSISX Large Blend Legg Mason
PIMCO LowVol RAFI?-PLUS AR Inst PILVX Large Blend PIMCO
Stralem Equity Instl STEFX Large Blend Stralem Fund
Johnson Equity Income JEQIX Large Blend Johnson Mutual Funds
CCA Aggressive Return Load RSKLX Large Blend CCA Funds
CCA Aggressive Return Investor RSKAX Large Blend CCA Funds
Eaton Vance Tx-Mgd Eq Asset Allc C ECEAX Large Blend Eaton Vance
DFA CSTG&E US Social Core Equity 2 DFCUX Large Blend Dimensional Fund Advisors
Russell US Defensive Equity Y REUYX Large Blend Russell
Prudential Jennison Equity Opp A PJIAX Large Blend Prudential Investments
ClearBridge All Cap Value I SFVYX Large Blend Legg Mason
AMG Yacktman Focused Institutional YAFIX Large Blend AMG Funds
Russell US Defensive Equity I REDSX Large Blend Russell
Hennessy Cornerstone Large Growth Inv HFLGX Large Blend Hennessy
ClearBridge All Cap Value A SHFVX Large Blend Legg Mason
Natixis Vaughan Nelson Select Y VNSYX Large Blend Natixis Funds
Equinox EquityHedge US Strategy A EEHAX Large Blend Equinox Funds Trust
Prudential Jennison Equity Opp R PJORX Large Blend Prudential Investments
Hennessy Cornerstone Large Growth Instl HILGX Large Blend Hennessy
Weitz Value Investor WVALX Large Blend Weitz
Russell US Defensive Equity S REQTX Large Blend Russell
PIMCO LowVol RAFI?-PLUS AR A PXLVX Large Blend PIMCO
Nationwide Inv Dest Agrsv Instl Svc NWWHX Large Blend Nationwide
Nationwide Inv Destinations Agrsv I GAIDX Large Blend Nationwide
Nationwide HighMark Value C NWGUX Large Blend Nationwide
AMG Yacktman Focused Service YAFFX Large Blend AMG Funds
PIMCO LowVol RAFI?-PLUS AR D PDLVX Large Blend PIMCO
AQR US Defensive Equity I AUEIX Large Blend AQR Funds
Westwood Dividend Growth Institutional WHGDX Large Blend Westwood
Russell US Defensive Equity A REQAX Large Blend Russell
Virtus Low Volatility Equity C VLVCX Large Blend Virtus
Schwab MarketTrack All Equity Investor SWEGX Large Blend Schwab Funds
Nationwide Inv Dest Agrsv A NDAAX Large Blend Nationwide
Prudential Jennison Equity Opp B PJIBX Large Blend Prudential Investments
AQR US Defensive Equity N AUENX Large Blend AQR Funds
Natixis Vaughan Nelson Select A VNSAX Large Blend Natixis Funds
YCG Enhanced YCGEX Large Blend YCG FUNDS
Giant 5 Total Index System Investor INDEX Large Blend Giant 5 Funds
Marathon Value Portfolio MVPFX Large Blend Marathon Funds
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