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Mutual Fund Finder

Last update: 31-Mar-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Wells Fargo Advantage Spec SmCp Val A ESPAX Small Value Wells Fargo Advantage
Invesco Global Health Care B GTHBX Health Invesco
Franklin Income R6 FNCFX Conservative Allocation Franklin Templeton Investments
Invesco Energy B IENBX Equity Energy Invesco
Ivy Global Natural Resources B IGNBX Natural Resources Ivy Funds
Legg Mason BW Alternative Credit I LMANX Nontraditional Bond Legg Mason
Laudus Mondrian Instl Intl Eq LIIEX Foreign Large Value Laudus Funds
Fidelity Advisor? Strategic Real Ret C FCSRX Conservative Allocation Fidelity Investments
Harding Loevner Intl Small Company Inv HLMSX Foreign Small/Mid Blend Harding Loevner
JPMorgan Tax Free Bond Select PRBIX Muni National Interm JPMorgan
Delaware MN High-Yield Muni Bd Instl DMHIX Muni Minnesota Delaware Investments
Guggenheim Municipal Income C GIJCX Muni National Long Guggenheim Investments
First Eagle Fund of America Y FEAFX Mid-Cap Blend First Eagle
First Investors International A FIINX Foreign Large Growth First Investors
Rydex Mid-Cap 1.5x Strategy H RYMDX Trading-Leveraged Equity Rydex Funds
Vanguard NY Long-Term Tax-Exempt Adm VNYUX Muni New York Long Vanguard
Hartford Midcap R5 HFMTX Mid-Cap Growth Hartford Mutual Funds
Copeland Risk Managed Dividend Gr C CDCRX Large Blend Copeland Capital Management
Invesco NY Tax Free Inc A VNYAX Muni New York Long Invesco
Goldman Sachs Lg Cap Val Insights IR GCVTX Large Value Goldman Sachs
Van Eck Unconstrained Emerg Mkts Bond A EMBAX Emerging Markets Bond Van Eck
Victory Investment Grade Convertible I VICIX Convertibles Victory
Dreyfus Municipal Bond Opportunity C DMBCX Muni National Long Dreyfus
Fidelity? Value K FVLKX Mid-Cap Value Fidelity Investments
MFS? CA Municipal Bond C MCCAX Muni California Long MFS
Oppenheimer SteelPath MLP Select 40 Y MLPTX Equity Energy OppenheimerFunds
CBRE Clarion Long/Short Inv CLSVX Long/Short Equity CBRE Clarion Securities
Oppenheimer SteelPath MLP Select 40 I OSPSX Equity Energy OppenheimerFunds
Vanguard Mid-Cap Value Index Inv VMVIX Mid-Cap Value Vanguard
Sector Rotation Fund NAVFX Tactical Allocation Nottingham
AllianzGI Convertible R ANZRX Convertibles Allianz Funds
Columbia Tax-Exempt A COLTX Muni National Long Columbia
Franklin Income Adv FRIAX Conservative Allocation Franklin Templeton Investments
Putnam Equity Spectrum A PYSAX Mid-Cap Value Putnam
Nuveen MA Municipal Bond I NBMAX Muni Massachusetts Nuveen
Ivy Micro Cap Growth B IGWBX Small Growth Ivy Funds
Payden Corporate Bond PYACX Corporate Bond Paydenfunds
PIMCO California Municipal Bond Instl PCTIX Muni California Long PIMCO
Invesco Diversified Dividend R6 LCEFX Large Value Invesco
Delaware Tax-Free USA B DTFCX Muni National Long Delaware Investments
First Investors Tax Exempt MA Instl FIMJX Muni Massachusetts First Investors
USAA Flexible Income Institutional UIFIX Multisector Bond USAA
Nuveen OH Municipal Bond C2 FOHCX Muni Ohio Nuveen
Fidelity? Tax-Free Bond FTABX Muni National Long Fidelity Investments
RiverPark/Gargoyle Hedged Value Retail RGHVX Long/Short Equity RiverPark Funds
Delaware Tax-Free USA A DMTFX Muni National Long Delaware Investments
Van Eck Unconstrained Emerg Mkts Bond Y EMBYX Emerging Markets Bond Van Eck
PRIMECAP Odyssey Stock POSKX Large Blend PRIMECAP Odyssey Funds
EQ/Convertible Securities IB EQCONVERTIBL Convertibles AXA Equitable
First Eagle Overseas I SGOIX Foreign Large Blend First Eagle
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