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Mutual Fund Finder

Last update: 31-Jul-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
DFA US Large Cap Value III DFUVX Large Value Dimensional Fund Advisors
DFA US Large Cap Value II DFCVX Large Value Dimensional Fund Advisors
DFA US Large Cap Value I DFLVX Large Value Dimensional Fund Advisors
DFA Tax-Managed US Marketwide Value II DFMVX Large Value Dimensional Fund Advisors
LWAS/DFA US High Book To Market DFBMX Large Value Dimensional Fund Advisors
DFA Tax-Managed US Marketwide Value DTMMX Large Value Dimensional Fund Advisors
SunAmerica Focused Dividend Strategy W FDSWX Large Value SunAmerica
JPMorgan Value Advantage Instl JVAIX Large Value JPMorgan
SunAmerica Focused Dividend Strategy A FDSAX Large Value SunAmerica
Delaware Pooled Large-Cap Value Equity DPDEX Large Value Delaware Investments
American Beacon Bridgeway Lg Cp Val Inst BRLVX Large Value American Beacon
JPMorgan Value Advantage Select JVASX Large Value JPMorgan
American Beacon Bridgeway Lg Cp Val Y BWLYX Large Value American Beacon
SA US Value SABTX Large Value SA Funds
Huber Capital Equity Income Instl HULEX Large Value Huber Funds
American Beacon Bridgeway Lg Cp Val Inv BWLIX Large Value American Beacon
Mount Lucas US Focused Eq I BMLEX Large Value DundeeWealth Funds
Monteagle Select Value I MVEIX Large Value Monteagle Funds
Delaware Value? Inst DDVIX Large Value Delaware Investments
JPMorgan Value Advantage A JVAAX Large Value JPMorgan
American Beacon Bridgeway Lg Cp Val A BWLAX Large Value American Beacon
Huber Capital Equity Income Investor HULIX Large Value Huber Funds
SunAmerica Focused Dividend Strategy C FDSTX Large Value SunAmerica
SunAmerica Focused Dividend Strategy B FDSBX Large Value SunAmerica
Delaware Value? A DDVAX Large Value Delaware Investments
Columbia Large Value Quantitative I CLQIX Large Value Columbia
LSV Value Equity LSVEX Large Value LSV Fund
Schwab Fdmtl US Lg Co Idx SFLNX Large Value Schwab Funds
Hotchkis & Wiley Large Cap Value I HWLIX Large Value Hotchkis and Wiley
Columbia Large Value Quantitative Z CVQZX Large Value Columbia
Columbia Select Large-Cap Value I CLVIX Large Value Columbia
Columbia Select Large-Cap Value R5 SLVIX Large Value Columbia
Delaware Value? R DDVRX Large Value Delaware Investments
JPMorgan Equity Income R5 OIERX Large Value JPMorgan
Voya Corporate Leaders Trust B LEXCX Large Value Voya
LSV Value Equity Investor LVAEX Large Value LSV Fund
JPMorgan Value Advantage C JVACX Large Value JPMorgan
JPMorgan Equity Income R6 OIEJX Large Value JPMorgan
Federated MDT Stock Instl FMSTX Large Value Federated
TCW Relative Value Dividend Apprec I TGDFX Large Value TCW
JPMorgan Equity Income Select HLIEX Large Value JPMorgan
Columbia Large Value Quantitative A RLCAX Large Value Columbia
Columbia Select Large-Cap Value Z CSVZX Large Value Columbia
T. Rowe Price Value TRVLX Large Value T. Rowe Price
Dodge & Cox Stock DODGX Large Value Dodge & Cox
Hotchkis & Wiley Large Cap Value A HWLAX Large Value Hotchkis and Wiley
Columbia Large Value Quantitative T CVQTX Large Value Columbia
Columbia Large Value Quantitative W RLCWX Large Value Columbia
Columbia Select Large-Cap Value K SLVTX Large Value Columbia
Federated MDT Stock Svc FSTKX Large Value Federated
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