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
Heitman REIT I OIHRX Real Estate Old Mutual Investment Funds 11.32% 11.32% 41.24% -1.08%
UBS US Small Cap Growth B BNMBX Small Growth UBS 13.36% 14.47% 33.97% 2.76%
ProFunds Biotechnology UltraSector Inv BIPIX Health ProFunds 37.41% 37.41% 32.9% 21.03%
PIMCO Real Estate Real Return Strategy P PETPX Real Estate PIMCO 6.52% 3.49% 32.43% 13.34%
PIMCO Real Estate Real Return Strategy D PETDX Real Estate PIMCO 6.43% 3.43% 32.1% 13.04%
ProFunds Biotechnology UltraSector Svc BIPSX Health ProFunds 37.06% 37.06% 31.62% 19.86%
Dreyfus Technology Growth B DTGBX Technology Dreyfus 9.91% 15.43% 31.27% 5.5%
PIMCO Real Estate Real Return Strategy C PETCX Real Estate PIMCO 6.34% 3.48% 31.15% 12.19%
PIMCO Real Estate Real Return Strategy B PETBX Real Estate PIMCO 6.3% 3.44% 31.12% 12.17%
Invesco US Mid Cap Value Y MPMVX Mid-Cap Value Invesco 12.17% 12.17% 30.87% 5.54%
PACE Small/Medium Co Growth Equity B PUMBX Small Growth UBS 11.66% 12.15% 30.58% 3.76%
Invesco US Mid Cap Value A MMCAX Mid-Cap Value Invesco 12.09% 12.09% 30.57% 5.2%
Dreyfus Structured Midcap B DPSBX Mid-Cap Blend Dreyfus 11.09% 10.96% 29.95% 1.45%
PACE Small/Medium Co Value Equity B PEVBX Small Blend UBS 12.64% 11.84% 29.62% 0.06%
Invesco US Mid Cap Value C MMCCX Mid-Cap Value Invesco 11.88% 11.88% 29.58% 4.5%
Invesco US Mid Cap Value B MMCDX Mid-Cap Value Invesco 11.91% 11.91% 29.58% 4.5%
RidgeWorth Emerging Growth Stock I SEGTX Mid-Cap Growth RidgeWorth 20.5% 20.5% 29.58% 4.26%
RidgeWorth Emerging Growth Stock A SCEAX Mid-Cap Growth RidgeWorth 20.42% 20.42% 29.24% 3.97%
RS Emerging Markets B REMBX Diversified Emerging Mkts RS Funds 3.21% 11.04% 28.44% 4.32%
PACE International Em Mkts Eq B PWEBX Diversified Emerging Mkts UBS 12.63% 16.35% 28.12% 3.32%
Dreyfus Mid-Cap Growth B FRSFX Mid-Cap Growth Dreyfus 10.43% 12.27% 28.08% -0.39%
Prudential Mid Cap Value M NBBVX Mid-Cap Value Prudential Investments 9.37% 9.37% 28.04% 2.31%
Dreyfus Emerging Markets B DBPEX Diversified Emerging Mkts Dreyfus 14.92% 20.39% 27.57% 3.94%
JHFunds2 Val & Restructuring NAV JHVSX Large Value John Hancock 8.54% 11.29% 27.4% 0.09%
PIMCO StocksPLUS Long Duration Instl PSLDX Large Blend PIMCO 5.27% 5.42% 26.91% 13.81%
Rydex Dynamic NASDAQ-100 2X Strategy A RYVLX Large Growth Guggenheim Investments 4.21% 5.72% 26.41% 10.69%
Rydex Dynamic NASDAQ-100 2X Strategy H RYVYX Large Growth Guggenheim Investments 4.21% 5.72% 26.38% 10.69%
HighMark Large Cap Core Equity Retail B HCEBX Large Value HighMark 12.69% 11.15% 26.24% -0.27%
Matthew 25 MXXVX Large Growth Matthew 25 7.06% 6.9% 26.1% 13.85%
Transamerica Morgan Stanley Gr Oppots P TGOPX Mid-Cap Growth Transamerica -0.15% 7.84% 25.87% 4.44%
Harbor Small Company Value Instl HASMX Small Value Harbor 2.37% -13.46% 25.79% N/A
Harbor Small Company Value Adm HRSMX Small Value Harbor 2.24% -13.73% 25.49% N/A
Rydex Dynamic NASDAQ-100 2X Strategy C RYCCX Large Growth Guggenheim Investments 4.03% 5.6% 25.43% 9.8%
Dreyfus Active MidCap B DNLBX Mid-Cap Blend Dreyfus 11.98% 12.05% 25.38% -3.45%
Harbor Small Company Value Inv HISMX Small Value Harbor 2.25% -13.86% 25.31% N/A
CNI Charter CSC Small Cap Value N RCBAX Small Value CNI Charter 20.83% 3.61% 25.07% -1.61%
UBS US Large Cap Equity B BNQBX Large Blend UBS 12.43% 12.13% 24.81% -1.29%
Managers Emerging Markets Equity MEMEX Diversified Emerging Mkts Managers Funds 3.56% 8.6% 24.78% -0.29%
BNY Mellon Mid Cap Stock Prem MMSPX Mid-Cap Growth BNY Mellon Funds 8.03% 10.87% 24.76% 1.38%
SouthernSun Small Cap Investor SSSFX Small Blend SouthernSunFunds 10.22% 7.18% 24.41% 12.7%
Direxion Mthly Small Cap Bull 2X DXRLX Small Blend Direxion Funds 22.78% 14.71% 24.29% -4.24%
Transamerica Morgan Stanley Cptl Gr P TAFPX Large Growth Transamerica 0.84% 7.97% 24.26% 5.33%
Fidelity Advisor Biotechnology I FBTIX Health Fidelity Investments 8.68% 9.4% 24.22% 15.4%
PACE Large Co Value Equity B PCPBX Large Value UBS 10.85% 9.62% 24.14% -1.2%
Allianz AGIC Target Instl PFTIX Mid-Cap Growth Allianz Funds 9.98% 16.16% 24.11% 2.71%
Dreyfus Tax-Managed Growth B DPTMX Large Blend Dreyfus 8.74% 7.1% 24.08% 3.37%
ProFunds Consumer Services Ultra Sec Svc CYPSX Consumer Cyclical ProFunds 18.82% 18.82% 24.06% 13.4%
Prudential Jennison Equity Income M AGOBX Large Value Prudential Investments 8.99% 8.99% 24.04% 3.62%
AllianzGI Ultra Micro Cap Institutional AUMIX Small Growth Allianz Funds 19.91% 19.91% 24.04% 17.22%
Dreyfus Third Century B DTCBX Large Growth Dreyfus 9.98% 11.09% 24.02% 2.4%
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