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Mutual Fund Finder

Last update: 30-Sep-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
PIMCO StocksPLUS Long Duration Instl PSLDX Aggressive Allocation PIMCO
Wells Fargo Advantage Idx Asst Allo Adm WFAIX Aggressive Allocation Wells Fargo Advantage
Wells Fargo Advantage Idx Asst Allo A SFAAX Aggressive Allocation Wells Fargo Advantage
Forward Dynamic Income Institutional FDYTX Aggressive Allocation Forward Funds
Davis Appreciation & Income Y DCSYX Aggressive Allocation Davis Funds
Davis Appreciation & Income A RPFCX Aggressive Allocation Davis Funds
Wells Fargo Advantage Idx Asst Allo B SASBX Aggressive Allocation Wells Fargo Advantage
Wells Fargo Advantage Idx Asst Allo C WFALX Aggressive Allocation Wells Fargo Advantage
Forward Dynamic Income A FDYAX Aggressive Allocation Forward Funds
Holland Balanced HOLBX Aggressive Allocation Holland Series Trust
Davis Appreciation & Income C DCSCX Aggressive Allocation Davis Funds
Invesco Equity and Income R6 IEIFX Aggressive Allocation Invesco
Invesco Equity and Income Y ACETX Aggressive Allocation Invesco
Invesco Equity and Income A ACEIX Aggressive Allocation Invesco
Invesco Equity and Income R ACESX Aggressive Allocation Invesco
VY Invesco Equity and Income I IUAIX Aggressive Allocation Voya
VY Invesco Equity and Income S IUASX Aggressive Allocation Voya
VY Invesco Equity and Income S2 IVIPX Aggressive Allocation Voya
VY Invesco Equity and Income A IUAAX Aggressive Allocation Voya
Invesco Equity and Income C ACERX Aggressive Allocation Invesco
RESQ Absolute Equity C RQECX Aggressive Allocation RESQ Funds
Alpine Equity Income Institutional ADBYX Aggressive Allocation Alpine
Boston Trust Asset Management BTBFX Aggressive Allocation Boston Trust & Walden Funds
Alpine Equity Income A ADABX Aggressive Allocation Alpine
Green Century Balanced GCBLX Aggressive Allocation Green Century
FBP Appreciation & Income Opportunities FBPBX Aggressive Allocation Flippin, Bruce & Porter Funds
UTC North American UTCNX Aggressive Allocation Chaconia Funds
Putnam Dynamic Asset Allocation Gr R6 PAEEX Aggressive Allocation Putnam
Neuberger Berman Flexible Select A NFLAX Aggressive Allocation Neuberger Berman
Sterling Capital Strategic Allc Gr A BCMAX Aggressive Allocation Sterling Capital Funds
Putnam Dynamic Asset Allocation Gr Y PAGYX Aggressive Allocation Putnam
Putnam Dynamic Asset Allocation Gr R5 PADEX Aggressive Allocation Putnam
Sterling Capital Strategic Allc Gr I BCMTX Aggressive Allocation Sterling Capital Funds
Fidelity Advisor? Strategic Div & Inc? I FSIDX Aggressive Allocation Fidelity Investments
Fidelity? Strategic Dividend & Income? FSDIX Aggressive Allocation Fidelity Investments
Putnam Dynamic Asset Allocation Gr A PAEAX Aggressive Allocation Putnam
American Funds Gr and Inc Port R6 RGNGX Aggressive Allocation American Funds
Neuberger Berman Flexible Select C NFLCX Aggressive Allocation Neuberger Berman
Putnam Dynamic Asset Allocation Gr R PASRX Aggressive Allocation Putnam
American Funds Gr and Inc Port R5 RGNFX Aggressive Allocation American Funds
American Funds Gr and Inc Port F2 GAIEX Aggressive Allocation American Funds
LKCM Balanced LKBAX Aggressive Allocation LKCM
Fidelity Advisor? Strategic Div & Inc? A FASDX Aggressive Allocation Fidelity Investments
American Funds Gr and Inc Port 529F1 CGNFX Aggressive Allocation American Funds
American Funds Gr and Inc Port A GAIOX Aggressive Allocation American Funds
Transamerica Asset Allc Growth I TAGIX Aggressive Allocation Transamerica
Putnam Dynamic Asset Allocation Gr M PAGMX Aggressive Allocation Putnam
American Funds Gr and Inc Port R4 RGNEX Aggressive Allocation American Funds
SEI Moderate Strategy Allc A (SAAT) SXMAX Aggressive Allocation SEI
Fidelity Advisor? Strategic Div & Inc? T FTSDX Aggressive Allocation Fidelity Investments
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