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
Loomis Sayles Capital Income A LSCAX Aggressive Allocation Natixis Funds 11.13% 11.13% N/A N/A
Loomis Sayles Capital Income C LSCCX Aggressive Allocation Natixis Funds 11.01% 11.01% N/A N/A
CGM Mutual LOMMX Aggressive Allocation CGM 10.16% 7.11% 7.11% 0.76%
PL Port Optimization Mod-Agrsv 529 MT A CPADX Aggressive Allocation Pacific LifeFunds 9.94% 8.39% -2.63% 2.94%
PL Port Optimization Mod-Agrsv 529 MT C CPCDX Aggressive Allocation Pacific LifeFunds 9.89% 7.8% -3.39% 2.25%
PL Port Optimization Mod-Agrsv 529 MT B CPBDX Aggressive Allocation Pacific LifeFunds 9.86% 7.77% -3.39% 2.26%
North Star Opportunity I NSOIX Aggressive Allocation North Star 9.78% 9.78% N/A N/A
Pacific Advisors Balanced C PGBCX Aggressive Allocation Pacific Advisors Funds 9.08% 7.69% 7.17% 1.37%
Wells Fargo Advantage Divers Cptl Bldr I EKBYX Aggressive Allocation Wells Fargo Advantage 9.03% 7.16% 12.04% 3.54%
ESG Managers Growth and Income Port Inst PMIIX Aggressive Allocation Pax World 9.03% 9.03% 8.51% N/A
ESG Managers Growth and Income Port C PWCCX Aggressive Allocation Pax World 8.78% 8.78% 7.43% N/A
Wells Fargo Advantage Divers Cptl Bldr A EKBAX Aggressive Allocation Wells Fargo Advantage 8.74% 7.13% 11.55% 3.16%
Wells Fargo Advantage Divers Cptl Bldr C EKBCX Aggressive Allocation Wells Fargo Advantage 8.71% 6.98% 10.71% 2.4%
SAAT Tax-Managed Aggressive Strategy A SISAX Aggressive Allocation SEI 8.68% 8.68% 10.44% 4.36%
MainStay Moderate Growth Allocation I MGDIX Aggressive Allocation MainStay 8.67% 8.67% 10.08% 5.38%
Wells Fargo Advantage Divers Cptl Bldr B EKBBX Aggressive Allocation Wells Fargo Advantage 8.66% 6.94% 10.72% 2.47%
SAAT Market Growth Strategy Allc A SGOAX Aggressive Allocation SEI 8.65% 8.65% 10.47% 4.38%
MainStay Moderate Growth Allocation A MGDAX Aggressive Allocation MainStay 8.64% 8.64% 9.82% 5.13%
Davis Appreciation & Income A RPFCX Aggressive Allocation Davis Funds 8.59% 5.33% 7.57% 3.34%
MainStay Moderate Growth Allocation Inv MGDNX Aggressive Allocation MainStay 8.56% 8.56% 9.65% 5.01%
SAAT Core Market Strategy Allc A SKTAX Aggressive Allocation SEI 8.55% 8.55% 10.39% 3.93%
JHancock3 Leveraged Companies A JVCAX Aggressive Allocation John Hancock 8.42% 8.42% 7.59% N/A
Ascendant Balanced I ATBIX Aggressive Allocation Ascendant 8.41% 8.41% N/A N/A
MainStay Moderate Growth Allocation B MGDBX Aggressive Allocation MainStay 8.38% 8.38% 8.85% 4.24%
Ascendant Balanced A ATBAX Aggressive Allocation Ascendant 8.36% 8.36% N/A N/A
Davis Appreciation & Income C DCSCX Aggressive Allocation Davis Funds 8.34% 5.19% 6.71% 2.51%
JHancock3 Leveraged Companies C JVCCX Aggressive Allocation John Hancock 8.19% 8.19% 6.81% N/A
JHancock3 Leveraged Companies B JVCBX Aggressive Allocation John Hancock 8.19% 8.19% 6.81% N/A
Putnam Dynamic Asset Allocation Gr Y PAGYX Aggressive Allocation Putnam 8.06% 8.06% 10.01% 5.43%
Putnam Dynamic Asset Allocation Gr R5 PADEX Aggressive Allocation Putnam 8.05% 8.05% 9.78% 5.23%
Putnam Dynamic Asset Allocation Gr A PAEAX Aggressive Allocation Putnam 7.96% 7.96% 9.71% 5.19%
Putnam Dynamic Asset Allocation Gr R PASRX Aggressive Allocation Putnam 7.94% 7.94% 9.45% 4.88%
Putnam Dynamic Asset Allocation Gr M PAGMX Aggressive Allocation Putnam 7.87% 7.87% 9.16% 4.67%
Calvert Aggressive Allocation A CAAAX Aggressive Allocation Calvert Investments, Inc. 7.85% 5.68% 9.99% 2.65%
Manning & Napier Pro-Blend Max Term I MNHIX Aggressive Allocation Manning & Napier 7.72% 5.53% 9.68% 4.71%
Lord Abbett Growth & Inc Strat A LWSAX Aggressive Allocation Lord Abbett 7.65% 7.65% 8.95% 5.79%
Manning & Napier Pro-Blend Max Term R MNHRX Aggressive Allocation Manning & Napier 7.63% 5.5% 9.14% 4.1%
Madison Aggressive Allocation A MAGSX Aggressive Allocation Madison Funds 7.62% 7.62% 8.56% 1.64%
Lord Abbett Growth & Inc Strat P LWSPX Aggressive Allocation Lord Abbett 7.62% 7.62% 8.81% 5.69%
Catalyst/Lyons Tactical Allocation A CLTAX Aggressive Allocation Catalyst Mutual Funds 7.62% 6.12% N/A N/A
Lord Abbett Growth & Inc Strat R2 LGIQX Aggressive Allocation Lord Abbett 7.58% 7.58% 8.63% 5.74%
Lord Abbett Growth & Inc Strat C LWSCX Aggressive Allocation Lord Abbett 7.51% 7.51% 8.21% 5.09%
Roge Partners ROGEX Aggressive Allocation Roge Partners Fund 7.45% 7.45% 7.35% 0.33%
Lord Abbett Growth & Inc Strat B LWSBX Aggressive Allocation Lord Abbett 7.43% 7.43% 8.17% 5.07%
Schwab MarketTrack Growth Investor SWHGX Aggressive Allocation Schwab Funds 7.41% 7.41% 9.44% 4.76%
Manning & Napier Pro-Blend Maxm Term C MNHCX Aggressive Allocation Manning & Napier 7.38% 5.39% 8.54% 3.55%
Nuveen Strategy Aggressive Gr Allc A FAAGX Aggressive Allocation Nuveen 7.37% 7.37% 8.36% 3.51%
Ivy Balanced I IYBIX Aggressive Allocation Ivy Funds 7.37% 7.37% 10.7% 7.09%
Invesco Leaders Y VLFIX Aggressive Allocation Invesco 7.36% 5.12% 10.03% 2.77%
Madison Aggressive Allocation B MAGBX Aggressive Allocation Madison Funds 7.35% 7.35% 7.75% 0.88%
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