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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
BMO Large-Cap Value A BALVX Large Value BMO Funds
JHancock Classic Value R3 JCVHX Large Value John Hancock
JPMorgan Intrepid Value R6 JIVMX Large Value JPMorgan
Columbia Large Value Quantitative B CVQBX Large Value Columbia
JHancock Classic Value R1 JCVRX Large Value John Hancock
Fidelity® Equity Dividend Income FEQTX Large Value Fidelity Investments
Shelton Core Value K EQTKX Large Value Shelton Capital Management
Vanguard Russell 1000 Value Index I VRVIX Large Value Vanguard
Legg Mason BW Dynamic Large Cap Val IS LMBGX Large Value Legg Mason
JPMorgan Intrepid Value R5 JIVRX Large Value JPMorgan
Great Lakes Large Cap Value Investor GLLVX Large Value Great Lakes Funds
Legg Mason BW Dynamic Large Cap Val R LMBHX Large Value Legg Mason
EIC Value C EICCX Large Value Equity Investment Corp
AllianceBern Growth and Income R CBBRX Large Value AllianceBernstein
Legg Mason BW Dynamic Large Cap Val A LMBJX Large Value Legg Mason
Monteagle Select Value I MVEIX Large Value Monteagle Funds
Neuberger Berman Large Cap Value A NPNAX Large Value Neuberger Berman
Great Lakes Large Cap Value Instl GLLIX Large Value Great Lakes Funds
Columbia Large Value Quantitative C RDCCX Large Value Columbia
Frost Value Equity A FADVX Large Value Frost Funds
AQR Core Equity L QCELX Large Value AQR Funds
Strategic Advisers® Value FVSAX Large Value Fidelity Investments
Wells Fargo Advantage Discp US Core A EVSAX Large Value Wells Fargo Advantage
MainStay ICAP Select Equity R3 ICSZX Large Value MainStay
TIAA-CREF Large-Cap Value Idx Inst TILVX Large Value TIAA-CREF Mutual Funds
TIAA-CREF Large-Cap Value Idx Retire TRCVX Large Value TIAA-CREF Mutual Funds
AllianceBern Growth and Income A CABDX Large Value AllianceBernstein
Neuberger Berman Large Cap Value Adv NBPBX Large Value Neuberger Berman
Nuveen Tradewinds Value Opportunities I NVORX Large Value Nuveen
Fidelity® Series 1000 Value Index FIOOX Large Value Fidelity Investments
PNC Large Cap Value C PALVX Large Value PNC Funds
Nuveen Large-Cap Value C NNGCX Large Value Nuveen
JHancock Classic Value C JCVCX Large Value John Hancock
JPMorgan Intrepid Value Select JPIVX Large Value JPMorgan
JHancock Classic Value B JCVBX Large Value John Hancock
AQR Core Equity N QCENX Large Value AQR Funds
Neuberger Berman Large Cap Value R3 NPNRX Large Value Neuberger Berman
ASTON/River Road Dividend All Cap Val I ARIDX Large Value Aston
American Century Capital Val Inv ACTIX Large Value American Century Investments
AllianceBern Growth and Income Z CBBZX Large Value AllianceBernstein
American Century Income & Growth Inst AMGIX Large Value American Century Investments
American Century Capital Val Instl ACPIX Large Value American Century Investments
Sterling Capital Large Cap Val Divers I BBISX Large Value Sterling Capital Funds
AllianceBern Growth and Income I CBBIX Large Value AllianceBernstein
RidgeWorth Large Cap Value Equity IS STVZX Large Value RidgeWorth
Madison Large Cap Value B MGWBX Large Value Madison Funds
JPMorgan Intrepid Value A JIVAX Large Value JPMorgan
ASTON/River Road Dividend All Cap Val N ARDEX Large Value Aston
Principal Large Cap Value III Inst PLVIX Large Value Principal Funds
ASTON/River Road Div All Cap Val II I ADIVX Large Value Aston
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