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Mutual Fund Finder

Last update: 30-Jun-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
T. Rowe Price Value Adv PAVLX Large Value T. Rowe Price
Frost Value Equity Inst FIDVX Large Value Frost Funds
Columbia Equity Value K AEVYX Large Value Columbia
Oppenheimer Value I OGRIX Large Value OppenheimerFunds
Sterling Capital Equity Income A BAEIX Large Value Sterling Capital Funds
Goldman Sachs Large Cap Value Svc GSVSX Large Value Goldman Sachs
Columbia Equity Value A IEVAX Large Value Columbia
AllianceBern Equity Income I AUIIX Large Value AllianceBernstein
Pioneer Equity Income A PEQIX Large Value Pioneer Investments
Shelton Core Value Direct EQTIX Large Value Shelton Capital Management
Poplar Forest Partners A PFPFX Large Value Poplar Forest Capital
Nuveen Tradewinds Value Opportunities R3 NTVTX Large Value Nuveen
TDAM US Equity Shareholder Yld Adv TDUEX Large Value TD Asset Management
Calvert Equity Income Y CEIYX Large Value Calvert Investments
TDAM US Equity Shld Yld Instl TDUIX Large Value TD Asset Management
Columbia Large Value Quantitative A RLCAX Large Value Columbia
Great-West Putnam Equity Income Init MXQIX Large Value Great-West Funds
AllianceBern Equity Income A AUIAX Large Value AllianceBernstein
Delaware Value? C DDVCX Large Value Delaware Investments
Frost Value Equity A FADVX Large Value Frost Funds
Goldman Sachs Large Cap Value R GSVRX Large Value Goldman Sachs
Hartford Dividend and Growth HLS IA HIADX Large Value Hartford Mutual Funds
Columbia Large Value Quantitative W RLCWX Large Value Columbia
Cullen Value C CVLFX Large Value Cullen Funds Trust
AllianceBern Equity Income K AUIKX Large Value AllianceBernstein
Columbia Equity Value R REVRX Large Value Columbia
Columbia Large Value Quantitative K RLCYX Large Value Columbia
Goldman Sachs Growth and Income IR GRGTX Large Value Goldman Sachs
BNY Mellon Income Stock M MPISX Large Value BNY Mellon Funds
AllianzGI NFJ Large-Cap Value C PNBCX Large Value Allianz Funds
DFA Tax-Managed US Marketwide Value DTMMX Large Value Dimensional Fund Advisors
MassMutual Premier Value I MCZIX Large Value MassMutual
Franklin Mutual Shares C TEMTX Large Value Franklin Templeton Investments
MassMutual Premier Value Adm DLBVX Large Value MassMutual
First Investors Equity Income Instl FIUVX Large Value First Investors
MassMutual Premier Value Svc MCEYX Large Value MassMutual
Sterling Capital Equity Income R BAERX Large Value Sterling Capital Funds
AQR Core Equity N QCENX Large Value AQR Funds
JHancock Fundamental Large Cap Value I JFVIX Large Value John Hancock
Oppenheimer Value A CGRWX Large Value OppenheimerFunds
Fidelity Advisor? Equity Income C FEICX Large Value Fidelity Investments
Calvert Equity Income A CEIAX Large Value Calvert Investments
AQR Core Equity L QCELX Large Value AQR Funds
Wells Fargo Advantage Discp US Core C EVSTX Large Value Wells Fargo Advantage
AllianzGI NFJ Large-Cap Value B PNBBX Large Value Allianz Funds
MassMutual Premier Value R5 MVEDX Large Value MassMutual
RidgeWorth Large Cap Value Equity C SVIFX Large Value RidgeWorth
Goldman Sachs Large Cap Value B GSVBX Large Value Goldman Sachs
Columbia Large Value Quantitative T CVQTX Large Value Columbia
Pioneer Equity Income R PQIRX Large Value Pioneer Investments
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