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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
Virtus AlphaSector Rotation C PWBCX Large Blend Virtus
Invesco Equally-Wtd S&P 500 A VADAX Large Blend Invesco
AllianceBern Equity Income Z AUIZX Large Value AllianceBernstein
Matthews Japan Instl MIJFX Japan Stock Matthews Asia Funds
Morgan Stanley Inst Intl Opp IS MNOPX Foreign Large Growth Morgan Stanley
Nuveen Tradewinds Value Opportunities A NVOAX Large Value Nuveen
Poplar Forest Partners Institutional IPFPX Large Value Poplar Forest Capital
Fidelity Advisor? Stock Selec Lg Cp ValC FLUEX Large Value Fidelity Investments
DWS Capital Growth R SDGRX Large Growth DWS Investments
Invesco Balanced-Risk Retire 2030 RX VRERX Target Date 2026-2030 Invesco
Invesco Balanced-Risk Retire 2030 R TNARX Target Date 2026-2030 Invesco
Fidelity Advisor? Stock Selec Lg Cp ValB FLUBX Large Value Fidelity Investments
T. Rowe Price Value TRVLX Large Value T. Rowe Price
Invesco International Allocation A AINAX Foreign Large Blend Invesco
Morgan Stanley Inst Intl Opp I MIOIX Foreign Large Growth Morgan Stanley
Fidelity Advisor? Leveraged Co Stk Z FZAKX Mid-Cap Blend Fidelity Investments
Delaware Intl Value Equity C DEGCX Foreign Large Value Delaware Investments
First Investors Opportunity A FIUSX Mid-Cap Blend First Investors
AllianceBern Discovery Value B ABBSX Mid-Cap Value AllianceBernstein
AllianceBern Large Cap Growth I ALLIX Large Growth AllianceBernstein
JPMorgan US Research Equity Plus A JEPAX Large Blend JPMorgan
JOHCM International Select II JOHAX Foreign Large Growth JOHCM Funds
Voya Russell Large Cap Growth Index I IRLNX Large Growth Voya
Davidson Multi-Cap Equity A DFMAX Large Blend Davidson Mutual Funds
Calvert Large Cap Core A CMIFX Large Blend Calvert Investments
Franklin Income R6 FNCFX Conservative Allocation Franklin Templeton Investments
Columbia Large Cap Growth R4 CCGRX Large Growth Columbia
DWS Large Cap Focus Growth S SCQGX Large Growth DWS Investments
Goldman Sachs Small/Mid Cap Value C GMVCX Mid-Cap Value Goldman Sachs
Diamond Hill Small-Mid Cap A DHMAX Mid-Cap Value Diamond Hill Funds
Fidelity Advisor? Consumer Staples B FDBGX Consumer Defensive Fidelity Investments
Goldman Sachs Rising Dividend Gr C GSRCX Large Growth Goldman Sachs
Gabelli SRI I SRIDX World Stock Gabelli
BFS Equity BFSAX Large Growth BFS
Royce Premier Service RPFFX Mid-Cap Growth Royce
Columbia Equity Value R4 RSEVX Large Value Columbia
Columbia Equity Value W CEVWX Large Value Columbia
Ivy Core Equity Y WCEYX Large Growth Ivy Funds
Pioneer Equity Income Z PEZQX Large Value Pioneer Investments
Invesco Global Growth R5 GGAIX World Stock Invesco
Putnam Global Dividend A PGDEX World Stock Putnam
Goldman Sachs Large Cap Value A GSLAX Large Value Goldman Sachs
Franklin Mutual Shares R TESRX Large Value Franklin Templeton Investments
Castle Focus Investor MOATX Large Value Castle Investment Management
Rydex S&P 500 Pure Growth C RYGRX Large Growth Rydex Funds
BlackRock Global SmallCap Inv A MDGCX World Stock BlackRock
Hartford Growth Opportunities R3 HGORX Large Growth Hartford Mutual Funds
Fidelity Advisor? Equity Income T FEIRX Large Value Fidelity Investments
Columbia Large Value Quantitative I CLQIX Large Value Columbia
Alger Capital Appreciation C ALCCX Large Growth Alger
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