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
Catalyst/SMH Total Return Income A TRIFX Conservative Allocation Catalyst Mutual Funds 10.66% 8.02% 7.88% N/A
SEI Asset Allc Diversified Moderate Gr A SAMGX Conservative Allocation SEI 7.31% 3.56% 0.98% 1.86%
SEI Asset Allc Diversified Moderate Gr I SVRIX Conservative Allocation SEI 7.25% 3.57% 0.72% 1.59%
AmericaFirst Income Trends I AFPIX Conservative Allocation AmericaFirst Funds 7.13% 5.93% N/A N/A
SEI Asset Allc Diversified Moderate Gr D SMGDX Conservative Allocation SEI 7.09% 3.49% -0.02% 0.84%
API Efficient Frontier Income Instl APIIX Conservative Allocation American Pension Investors 6.61% 6.61% 10.01% 12.34%
API Efficient Frontier Income A APIUX Conservative Allocation American Pension Investors 6.56% 6.56% 9.33% 11.92%
Target Moderate Allocation A PAMGX Conservative Allocation Target Program 6.4% 6.4% 8.14% 3.93%
Target Moderate Allocation X PRUDENTIALDE Conservative Allocation Target Program 6.4% 6.4% 8.14% 3.67%
Target Moderate Allocation R SPMRX Conservative Allocation Target Program 6.4% 6.4% 7.88% 3.68%
API Efficient Frontier Income L AFFIX Conservative Allocation American Pension Investors 6.37% 6.37% 9.02% 11.37%
Target Moderate Allocation C PIMGX Conservative Allocation Target Program 6.23% 6.23% 7.34% 3.16%
JHVIT Core Balanced Strategy Tr Ser NAV JBSNX Conservative Allocation John Hancock 6.11% 6.11% N/A N/A
Eaton Vance Rich Bern All Asst Strat I EIRAX Conservative Allocation Eaton Vance 6.04% 6.04% N/A N/A
Eaton Vance Rich Bern All Asst Strat A EARAX Conservative Allocation Eaton Vance 5.96% 5.96% N/A N/A
JHVIT Income Trust Ser NAV JINAX Conservative Allocation John Hancock 5.62% 5.62% 10.41% 7.11%
Westwood Income Opportunity A WWIAX Conservative Allocation Westwood 5.56% 5.22% 10.7% 7.38%
Pioneer Multi Asset Income A PMAIX Conservative Allocation Pioneer Investments 5.44% 3.73% N/A N/A
Goldman Sachs Income Builder IR GKIRX Conservative Allocation Goldman Sachs 5.4% 4.48% 11.74% 7.02%
Pioneer Multi Asset Income Y PMFYX Conservative Allocation Pioneer Investments 5.39% 3.67% N/A N/A
Franklin Income Adv FRIAX Conservative Allocation Franklin Templeton Investment Funds 5.29% 2.84% 11.04% 6.11%
IMS Strategic Income IMSIX Conservative Allocation IMS 5.24% 3.22% 7.35% 1.6%
Goldman Sachs Income Builder B GSBBX Conservative Allocation Goldman Sachs 5.15% 4.3% 10.75% 6.13%
Goldman Sachs Income Builder C GSBCX Conservative Allocation Goldman Sachs 5.15% 4.29% 10.74% 6.13%
RWN3 Conservative Allocation RWNCX Conservative Allocation RWN3 5.12% 6.24% N/A N/A
PL Port Optimization Mod-Cnsrv 529 MT A MOABX Conservative Allocation Pacific LifeFunds 5.12% 7.38% 1.94% 4.46%
Franklin Income B1 FICBX Conservative Allocation Franklin Templeton Investment Funds 5.08% 2.72% 10.37% 5.44%
PL Port Optimization Mod-Cnsrv 529 MT B MOBBX Conservative Allocation Pacific LifeFunds 5.06% 6.74% 1.19% 3.77%
Franklin Income C FCISX Conservative Allocation Franklin Templeton Investment Funds 5.01% 3.13% 10.31% 5.42%
ING Franklin Income Port I IIFIX Conservative Allocation ING Retirement Funds 5.0% 3.08% 10.88% 5.8%
PL Port Optimization Mod-Cnsrv 529 MT C MOCBX Conservative Allocation Pacific LifeFunds 4.97% 6.66% 1.18% 3.76%
ING Franklin Income Port S2 IIFTX Conservative Allocation ING Retirement Funds 4.95% 3.01% 10.41% 5.37%
ING Franklin Income Port Adv IIFAX Conservative Allocation ING Retirement Funds 4.94% 3.07% 10.23% 5.05%
ING Franklin Income Port S IIFSX Conservative Allocation ING Retirement Funds 4.94% 3.1% 10.61% 5.53%
Aberdeen Optimal Allocations Def I GODIX Conservative Allocation Aberdeen 4.91% 6.79% 7.16% 4.75%
Natixis Diversified Income A IIDPX Conservative Allocation Natixis Funds 4.85% 4.85% 12.1% 8.39%
Aberdeen Optimal Allocations Def A GODAX Conservative Allocation Aberdeen 4.84% 6.66% 6.87% 4.52%
SEI Asset Allocation Diversified Cnsrv A SACNX Conservative Allocation SEI 4.83% 2.72% 2.1% 2.73%
MainStay Conservative Allocation I MCKIX Conservative Allocation MainStay 4.82% 4.82% 8.63% 6.45%
Natixis Diversified Income Y YIDPX Conservative Allocation Natixis Funds 4.82% 4.82% 12.09% 8.38%
James Balanced: Golden Rainbow Instl GLRIX Conservative Allocation James Advantage 4.8% 4.08% 10.47% 6.87%
MainStay Conservative Allocation A MCKAX Conservative Allocation MainStay 4.79% 4.79% 8.35% 6.17%
SEI Asset Allocation Diversified Cnsrv I SCRIX Conservative Allocation SEI 4.77% 2.61% 1.85% 2.48%
Manning & Napier Pro-Blend Mod Term I MNMIX Conservative Allocation Manning & Napier 4.76% 4.76% 8.19% 5.73%
Franklin Income A FKINX Conservative Allocation Franklin Templeton Investment Funds 4.74% 2.8% 10.81% 5.91%
MainStay Conservative Allocation Inv MCKNX Conservative Allocation MainStay 4.74% 4.74% 8.2% 6.08%
James Balanced: Golden Rainbow R GLRBX Conservative Allocation James Advantage 4.74% 4.06% 10.19% 6.65%
Teberg TEBRX Conservative Allocation Teberg 4.67% 3.33% 4.47% 3.55%
Aberdeen Optimal Allocations Def C GODCX Conservative Allocation Aberdeen 4.59% 6.14% 6.11% 3.73%
Natixis Diversified Income C CIDPX Conservative Allocation Natixis Funds 4.59% 4.59% 11.24% 7.58%
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