Mutual Fund Finder

Last update: 30-Apr-2013
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
MassMutual Select Small Cap Val Eq Y MMQYX Small Blend MassMutual 14.57% 14.57% 14.91% 8.17%
Royce Opportunity Invmt RYPNX Small Value Royce 14.56% 9.21% 14.65% 8.66%
Oppenheimer SteelPath MLP Select 40 A MLPFX Equity Energy SteelPath 14.55% 14.55% 12.81% N/A
Neuberger Berman Guardian Inv NGUAX Large Growth Neuberger Berman 14.54% 14.54% 12.78% 5.79%
Hotchkis and Wiley Mid-Cap Value A HWMAX Mid-Cap Value Hotchkis and Wiley 14.53% 10.35% 18.15% 11.65%
Alpine Emerging Markets Rel Est Instl AEMEX Global Real Estate Alpine 14.52% 9.32% 11.74% N/A
CM Advisors Small Cap Value I CMOVX Small Value CM Advisors 14.51% 8.7% N/A N/A
MassMutual Select Small Cap Val Eq L MMQLX Small Blend MassMutual 14.5% 14.5% 14.63% 7.98%
Rydex S&P 500 2x Strategy H RYTNX Large Blend Guggenheim Investments 14.49% 12.8% 20.9% -0.15%
Rydex Transportation C RYCNX Industrials Guggenheim Investments 14.49% 8.06% 10.36% 3.13%
Munder Energy Y MPFYX Equity Energy Munder 14.48% 14.48% 1.45% 7.12%
Keeley Small Cap Value I KSCIX Small Blend Keeley 14.47% 14.47% 15.91% 4.79%
Thomson Horstmann & Bryant Microcap Inv THBVX Small Blend Thomson Horstmann & Bryant, Inc. 14.46% 10.63% N/A N/A
American Beacon Bridgeway Lg Cp Val Inst BRLVX Large Value American Beacon 14.45% 14.45% 14.25% 6.88%
Hotchkis and Wiley Mid-Cap Value R HWMRX Mid-Cap Value Hotchkis and Wiley 14.45% 10.32% 17.9% 11.39%
Columbia Disciplined Value B LEVBX Large Value Columbia 14.45% 6.89% 0.27% 0.89%
Vanguard Health Care Adm VGHAX Health Vanguard 14.44% 14.44% 14.88% 11.38%
Royce Opportunity R ROFRX Small Value Royce 14.44% 9.08% 13.87% 7.78%
Neuberger Berman M/C Intrinsic Val Tr NBREX Mid-Cap Value Neuberger Berman 14.44% 14.44% 12.29% 6.32%
Fidelity Advisor Small Cap Growth T FCTGX Small Growth Fidelity Investments 14.44% 14.44% 13.18% 7.58%
Neuberger Berman M/C Intrinsic Val A NBRAX Mid-Cap Value Neuberger Berman 14.44% 14.44% 12.37% 6.34%
Neuberger Berman Guardian A NGDAX Large Growth Neuberger Berman 14.43% 14.43% 12.53% 5.59%
MassMutual Select Small Cap Val Eq A MMQAX Small Blend MassMutual 14.42% 14.42% 14.44% 7.77%
Keeley Small Cap Value A KSCVX Small Blend Keeley 14.41% 14.41% 15.61% 4.53%
Columbia Disciplined Value C LEVCX Large Value Columbia 14.41% 6.92% 0.21% 0.84%
Champlain Mid Cap Adv CIPMX Mid-Cap Growth Champlain Funds 14.4% 14.4% 14.09% N/A
MTB Large-Cap Value B VLCVX Large Value MTB Group of Funds 14.39% 5.28% 0.58% 1.26%
VelocityShares 3x Inverse Silver ETN DSLV Trading-Inverse Commodities Credit Suisse AG 14.37% 14.37% N/A N/A
ProFunds Mid Cap Value Inv MLPIX Mid-Cap Value ProFunds 14.36% 14.36% 12.26% 6.79%
Munder Energy A MPFAX Equity Energy Munder 14.36% 14.36% 1.19% 6.85%
American Beacon Bridgeway Lg Cp Val Inv BWLIX Large Value American Beacon 14.36% 14.36% 14.1% 6.8%
Fidelity Advisor Small Cap Growth B FCBGX Small Growth Fidelity Investments 14.35% 14.35% 12.62% 7.05%
AllianzGI US Managed Volatility Instl NGFIX Large Blend Allianz Funds 14.33% 14.33% 11.22% 4.88%
American Beacon Bridgeway Lg Cp Val A BWLAX Large Value American Beacon 14.32% 14.32% 13.86% 6.56%
Westwood SmallCap Value Institutional WHGSX Small Blend Westwood 14.32% 10.65% 15.93% 6.5%
AllianzGI Micro Cap A GMCAX Small Growth Allianz Funds 14.32% 14.32% 14.33% 8.82%
AllianzGI US Managed Volatility D NGWDX Large Blend Allianz Funds 14.32% 14.32% 10.85% 4.52%
Rydex S&P 500 2x Strategy C RYCTX Large Blend Guggenheim Investments 14.3% 12.67% 20.09% -0.87%
Neuberger Berman M/C Intrinsic Val R3 NBRRX Mid-Cap Value Neuberger Berman 14.3% 14.3% 12.05% 5.94%
Baron Asset Instl BARIX Mid-Cap Growth Baron Capital Group 14.28% 14.28% 13.74% 6.73%
Neuberger Berman Guardian C NGDCX Large Growth Neuberger Berman 14.28% 14.28% 11.73% 4.8%
AllianzGI Micro Cap Institutional AMCIX Small Growth Allianz Funds 14.27% 14.27% 14.6% 9.09%
JHancock3 Growth Opportunities I GOSIX Small Growth John Hancock 14.25% 14.25% 7.34% 1.04%
AssetMark Small/Mid Cap Growth AFSGX Mid-Cap Growth AssetMark 14.25% 8.02% 5.55% 3.25%
Neuberger Berman M/C Intrinsic Val C NBRCX Mid-Cap Value Neuberger Berman 14.24% 14.24% 11.51% 5.43%
Fidelity Advisor Small Cap Growth C FCCGX Small Growth Fidelity Investments 14.24% 14.24% 12.6% 7.05%
CM Advisors Small Cap Value C CMCOX Small Value CM Advisors 14.23% 8.44% N/A N/A
Vista Listed Private Equity Plus A LPEAX Financial VRM Funds 14.23% 10.27% 0.08% -9.44%
Nuveen Mid Cap Value A FASEX Mid-Cap Value Nuveen 14.21% 14.21% 9.1% 4.87%
Saratoga Mid Capitalization I SMIPX Mid-Cap Blend Saratoga 14.21% 14.21% 12.75% 8.08%
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