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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
Putnam Strategic Volatility Equity B PSVGX Large Blend Putnam
QS Batterymarch US Lg Cap Eq FI LMUSX Large Blend Legg Mason
Calvert Large Cap Core Y CLYCX Large Blend Calvert Investments
JPMorgan Disciplined Equity Sel JDESX Large Blend JPMorgan
JPMorgan Disciplined Equity A JDEAX Large Blend JPMorgan
Russell US Defensive Equity I REDSX Large Blend Russell
Dana Large Cap Equity Institutional DLCIX Large Blend Dana Investment
Principal Capital Appreciation R5 PCAQX Large Blend Principal Funds
JPMorgan Tax Aware Equity Select JPESX Large Blend JPMorgan
AST Clearbridge Dividend Growth ASTCLEARBRID Large Blend Advanced Series Trust
Pacific Advisors Large Cap Value A PAGTX Large Blend Pacific Advisors Funds
Russell US Defensive Equity S REQTX Large Blend Russell
JPMorgan US Large Cap Core Plus C JLPCX Large Blend JPMorgan
Stratus Growth Inst STPGX Large Blend Stratus Fund
Oppenheimer Rising Dividends B OBRDX Large Blend OppenheimerFunds
JPMorgan US Equity Instl JMUEX Large Blend JPMorgan
Oppenheimer Rising Dividends C OCRDX Large Blend OppenheimerFunds
Calvert Large Cap Core A CMIFX Large Blend Calvert Investments
Principal Capital Appreciation R4 PCAPX Large Blend Principal Funds
Principal Capital Appreciation A CMNWX Large Blend Principal Funds
PIMCO LowVol RAFI®-PLUS AR Inst PILVX Large Blend PIMCO
JPMorgan US Equity Sel JUESX Large Blend JPMorgan
Stratus Growth Retail A STWAX Large Blend Stratus Fund
Russell US Defensive Equity A REQAX Large Blend Russell
UBS US Defensive Equity P BEAYX Large Blend UBS
JPMorgan US Equity A JUEAX Large Blend JPMorgan
Zacks All-Cap Core C CZOCX Large Blend Zacks Funds
JPMorgan Tax Aware Equity A JPEAX Large Blend JPMorgan
Dana Large Cap Equity A DLCAX Large Blend Dana Investment
Russell US Defensive Equity E REQEX Large Blend Russell
Dana Large Cap Equity N DLCEX Large Blend Dana Investment
American Century Veedot® Inv AMVIX Large Blend American Century Investments
American Century Veedot® Instl AVDIX Large Blend American Century Investments
BlackRock Large Cap Core Retirement K MKLRX Large Blend BlackRock
Principal Capital Appreciation R3 PCAOX Large Blend Principal Funds
RS Large Cap Alpha Y RCEYX Large Blend RS Funds
PIMCO LowVol RAFI®-PLUS AR A PXLVX Large Blend PIMCO
UBS US Defensive Equity A BEAAX Large Blend UBS
Virtus Growth & Income I PXIIX Large Blend Virtus
Principal Capital Appreciation R2 PCANX Large Blend Principal Funds
Marathon Value Portfolio MVPFX Large Blend Marathon Funds
PIMCO LowVol RAFI®-PLUS AR P PPLVX Large Blend PIMCO
Virtus Growth & Income A PDIAX Large Blend Virtus
Schwab Core Equity SWANX Large Blend Schwab Funds
Columbia Large Cap Enhanced Core I CCEIX Large Blend Columbia
Fidelity Spartan® Ttl Mkt Idx Advtg I FSKAX Large Blend Fidelity Investments
Columbia Large Cap Enhanced Core Y CECYX Large Blend Columbia
JPMorgan US Equity R2 JUEZX Large Blend JPMorgan
RS Large Cap Alpha A GPAFX Large Blend RS Funds
Pioneer Y PYODX Large Blend Pioneer Investments
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