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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
Nuveen Tradewinds Value Opportunities A NVOAX Large Value Nuveen
City National Rochdale Div & Inc N RIMHX Large Value City National Rochdale
American Century Income & Growth Inv BIGRX Large Value American Century Investments
USAA Value UVALX Large Value USAA
Legg Mason BW Dynamic Large Cap Val C LMBBX Large Value Legg Mason
Principal Equity Income P PEQPX Large Value Principal Funds
Neuberger Berman Large Cap Value C NPNCX Large Value Neuberger Berman
Sterling Capital Large Cap Val Divers A BBTGX Large Value Sterling Capital Funds
Nuveen Tradewinds Value Opportunities R3 NTVTX Large Value Nuveen
USAA Value Institutional UIVAX Large Value USAA
AllianceBern Growth and Income K CBBKX Large Value AllianceBernstein
Great-West Putnam Equity Income Init MXQIX Large Value Great-West Funds
JPMorgan Intrepid Value R2 JIVZX Large Value JPMorgan
American Century NT Large Co Val R6 ACDLX Large Value American Century Investments
American Century Large Company Val Inv ALVIX Large Value American Century Investments
Principal Equity Income Inst PEIIX Large Value Principal Funds
American Century Large Company Val R6 ALVDX Large Value American Century Investments
MainStay ICAP Select Equity B ICSQX Large Value MainStay
MainStay ICAP Select Equity C ICSVX Large Value MainStay
RidgeWorth Large Cap Value Equity I STVTX Large Value RidgeWorth
Robeco Boston Partners All Cap Val Instl BPAIX Large Value Robeco Investment Funds
Putnam Equity Income Y PEIYX Large Value Putnam
Putnam Equity Income R6 PEQSX Large Value Putnam
Principal Equity Income R5 PEIQX Large Value Principal Funds
AllianceBern Growth and Income C CBBCX Large Value AllianceBernstein
MainStay ICAP Equity I ICAEX Large Value MainStay
Strategic Advisers® Value Multi-Mgr FKMOX Large Value Fidelity Investments
American Century NT Large Co Val Instl ACLLX Large Value American Century Investments
American Century Income & Growth A AMADX Large Value American Century Investments
Strategic Advisers® Value Multi-Mgr L FQALX Large Value Fidelity Investments
Wells Fargo Advantage Discp US Core C EVSTX Large Value Wells Fargo Advantage
Putnam Equity Income R5 PEQLX Large Value Putnam
American Century Large Company Val Instl ALVSX Large Value American Century Investments
Principal Equity Income A PQIAX Large Value Principal Funds
Pioneer Equity Income B PBEQX Large Value Pioneer Investments
AST Large Cap Value ASTLARGECAPV Large Value Advanced Series Trust
American Century Capital Val A ACCVX Large Value American Century Investments
MassMutual Select Fundamental Value I MFUZX Large Value MassMutual
Strategic Advisers® Value Multi-Mgr F FGWBX Large Value Fidelity Investments
MainStay ICAP Equity R1 ICAWX Large Value MainStay
Hennessy Large Value Institutional HLVIX Large Value Hennessy
Vanguard Value Index Adm VVIAX Large Value Vanguard
Vanguard Value Index I VIVIX Large Value Vanguard
JPMorgan Intrepid Value C JIVCX Large Value JPMorgan
USAA Value Adviser UAVAX Large Value USAA
Principal Equity Income R4 PEIPX Large Value Principal Funds
AllianceBern Growth and Income B CBBDX Large Value AllianceBernstein
Meritage Value Equity Institutional MVEBX Large Value Meritage Portfolio Management
Hartford Value HLS IA HIAVX Large Value Hartford Mutual Funds
Hotchkis & Wiley Large Cap Value I HWLIX Large Value Hotchkis and Wiley
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