Mutual Fund Finder

Last update: 31-Mar-2013
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
PACE Small/Medium Co Value Equity C PEVCX Small Blend UBS 13.04% 13.04% 10.85% 6.76%
Managers AMG FQ Tax Mgd US Eq Instl MFQTX Large Blend Managers Funds 13.03% 13.03% 14.56% 6.23%
Diamond Hill Small-Mid Cap Y DHMYX Mid-Cap Value Diamond Hill Funds 13.03% 10.91% 14.39% 8.94%
JHVIT Small Company Growth Trust Ser NAV FOUSA06B4A Small Growth John Hancock 13.03% 13.03% 15.94% 8.82%
TIAA-CREF Social Choice Eq Retail TICRX Large Blend TIAA-CREF Mutual Funds 13.02% 13.02% 11.95% 6.48%
Harbor Small Cap Growth Adm HRSGX Small Growth Harbor 13.02% 10.23% 14.85% 7.56%
AssetMark Enhanced Fdmtl Idx Sm Co Gr AISGX Small Growth AssetMark 13.02% 5.71% 11.9% N/A
Putnam Global Health Care M PHLMX Health Putnam 13.01% 13.01% 9.17% 8.4%
MFS New Discovery Value R4 NDVUX Small Value MFS 13.01% 9.52% N/A N/A
Nuveen Mid Cap Index C FDXCX Mid-Cap Blend Nuveen 13.01% 13.01% 13.59% 8.51%
JHVIT All Cap Core Trust Ser II JHVITALLCAPC Large Value John Hancock 13.0% 13.0% 12.21% 5.03%
TIAA-CREF Social Choice Eq Premier TRPSX Large Blend TIAA-CREF Mutual Funds 12.99% 12.99% 12.06% 6.52%
Prudential Mid Cap Value B SVUBX Mid-Cap Value Prudential Investments 12.99% 10.62% 13.77% 7.01%
Invesco Van Kampen Global Franchise A VGFAX World Stock Invesco 12.99% 11.73% 7.43% 7.55%
Managers AMG FQ Tax Mgd US Eq Investor MFQAX Large Blend Managers Funds 12.99% 12.99% 14.29% 5.94%
James Micro Cap JMCRX Small Value James Advantage 12.98% 9.92% N/A N/A
Marshall Emerging Markets Equity A MAEMX Diversified Emerging Mkts Marshall 12.98% 14.71% N/A N/A
ING Lord Abbett Growth and Income S ISLSX Large Value ING Retirement Funds 12.98% 17.12% -4.08% 1.57%
Ivy Science & Technology I ISTIX Technology Ivy Funds 12.98% 12.98% 14.55% 11.22%
Russell US Small Cap Equity S RLESX Small Blend Russell 12.97% 12.97% 12.85% 5.93%
Invesco Van Kampen Global Franchise B VGFBX World Stock Invesco 12.97% 11.7% 7.25% 7.22%
Dreyfus Small Cap Equity I DSERX Mid-Cap Blend Dreyfus 12.96% 12.96% 10.28% 6.82%
EP Asia Small Companies A EPASX Pacific/Asia ex-Japan Stk Euro Pacific Asset Management 12.96% 12.27% N/A N/A
Plainsboro China PCHFX China Region Plainsboro Funds 12.95% 6.15% N/A N/A
MFS New Discovery Value R3 NDVTX Small Value MFS 12.95% 9.52% N/A N/A
Harbor Small Cap Growth Inv HISGX Small Growth Harbor 12.95% 10.29% 14.67% 7.43%
13D Activist I DDDIX Mid-Cap Blend 13D Management 12.94% 9.62% N/A N/A
SunAmerica Focused Alpha Large-Cap A SFLAX Large Growth SunAmerica 12.94% 12.94% 14.42% 6.8%
Liberty Street Horizon Instl LSHUX Mid-Cap Growth Liberty Street 12.94% 10.25% 12.8% -1.78%
Putnam Global Health Care B PHSBX Health Putnam 12.94% 12.94% 8.9% 8.12%
Rydex S&P MidCap 400 Pure Value H RYAVX Small Value Guggenheim Investments 12.94% 9.04% 10.22% 4.55%
ING Lord Abbett Growth and Income Adv ILAPX Large Value ING Retirement Funds 12.93% 16.97% -4.27% 1.21%
DFA US Vector Equity I DFVEX Mid-Cap Value Dimensional Fund Advisors 12.93% 12.93% 13.55% 7.27%
ING International Capital Appreciation C ICACX Foreign Large Growth ING Funds 12.93% 16.01% 22.47% -2.67%
Russell US Small Cap Equity E REBEX Small Blend Russell 12.92% 12.92% 12.64% 5.75%
Putnam Global Health Care C PCHSX Health Putnam 12.92% 12.92% 8.89% 8.13%
Tocqueville Select TSELX Small Value Tocqueville 12.91% 7.28% 12.3% 9.76%
Sentinel Small Company B SESBX Small Growth Sentinel 12.91% 6.24% 6.15% 4.62%
Wells Fargo Advantage Health Care B EHCBX Health Wells Fargo Advantage 12.91% 8.51% 16.93% 0.77%
MFS New Discovery Value A NDVAX Small Value MFS 12.91% 9.43% N/A N/A
PIMCO Sm Co Fdmtl IdxPLUS AR Strat Instl PCFIX Small Blend PIMCO 12.9% 12.9% N/A N/A
Sentinel Small Company I SIGWX Small Growth Sentinel 12.9% 12.9% 14.99% 8.8%
Aberdeen Small Cap B GSXBX Small Blend Aberdeen 12.9% 0.58% 0.63% 1.0%
Natixis Vaughan Nelson Small Cap Value Y NEJYX Small Blend Natixis Funds 12.89% 12.89% 12.88% 11.85%
Ivy Science & Technology Y WSTYX Technology Ivy Funds 12.89% 12.89% 14.26% 10.94%
Rydex S&P MidCap 400 Pure Value A RYMVX Small Value Guggenheim Investments 12.89% 9.03% 10.22% 4.56%
Nile Pan Africa Instl NAFIX Diversified Emerging Mkts Nile Capital Investment Trust 12.89% 7.56% N/A N/A
Saratoga Small Capitalization A SSCYX Small Blend Saratoga 12.89% 12.89% 9.54% 6.75%
Diamond Hill Small-Mid Cap A DHMAX Mid-Cap Value Diamond Hill Funds 12.89% 10.74% 14.2% 8.83%
Ivy Science & Technology A WSTAX Technology Ivy Funds 12.88% 12.88% 14.16% 10.81%
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