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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
Spirit of America Income & Opp A SOAOX Conservative Allocation Spirit of America
Vanguard Tax-Managed Balanced Adm VTMFX Conservative Allocation Vanguard
USAA Growth and Tax Strategy USBLX Conservative Allocation USAA
American Funds TxAdvtg Inc F2 TXIFX Conservative Allocation American Funds
American Funds TxAdvtg Inc F1 TAIFX Conservative Allocation American Funds
American Funds Tx-Advtg Inc A TAIAX Conservative Allocation American Funds
Putnam Absolute Return 700 A PDMAX Conservative Allocation Putnam
American Funds Tx-Advtg Inc C TAICX Conservative Allocation American Funds
American Funds Tx-Advtg Inc B TXABX Conservative Allocation American Funds
Putnam Absolute Return 500 R6 PJMEX Conservative Allocation Putnam
Putnam Absolute Return 500 Y PJMYX Conservative Allocation Putnam
Putnam Absolute Return 700 R PDMRX Conservative Allocation Putnam
Putnam Absolute Return 500 R PJMRX Conservative Allocation Putnam
Putnam Absolute Return 500 A PJMDX Conservative Allocation Putnam
Putnam Absolute Return 700 B PDMBX Conservative Allocation Putnam
Putnam Absolute Return 500 M PJMMX Conservative Allocation Putnam
New Covenant Balanced Income NCBIX Conservative Allocation New Covenant
Putnam Absolute Return 500 B PJMBX Conservative Allocation Putnam
Vanguard LifeStrategy Income Inv VASIX Conservative Allocation Vanguard
Teberg TEBRX Conservative Allocation Teberg
Deutsche Target 2014 KRFEX Conservative Allocation Deutsche Asset & Wealth Mngt
TCW Conservative Allocation I TGPCX Conservative Allocation TCW
VP Multi-Manager Diversified Income 2 VPMULTIMANAG Conservative Allocation Columbia
Putnam Dynamic Asset Allocation Cnsrv Y PACYX Conservative Allocation Putnam
Putnam Dynamic Asset Allocation Cnsrv R6 PCCEX Conservative Allocation Putnam
Putnam Dynamic Asset Allocation Cnsrv A PACAX Conservative Allocation Putnam
SEI Defensive Strategy I (SAAT) SEDIX Conservative Allocation SEI
TCW Conservative Allocation N TGPNX Conservative Allocation TCW
American Funds College 2018 529-A CNEAX Conservative Allocation American Funds
American Funds College 2018 529F1 CNEFX Conservative Allocation American Funds
American Funds College 2015 529-A CFFAX Conservative Allocation American Funds
American Funds College 2015 529F1 CFIFX Conservative Allocation American Funds
American Funds College 2018 529-E CNEEX Conservative Allocation American Funds
Vanguard Wellesley? Income Admiral? VWIAX Conservative Allocation Vanguard
Vanguard Wellesley? Income Inv VWINX Conservative Allocation Vanguard
SEI Conservative Strategy A (SAAT) SVSAX Conservative Allocation SEI
Columbia Thermostat Y CYYYX Conservative Allocation Columbia
Columbia Thermostat R5 CQTRX Conservative Allocation Columbia
Columbia Thermostat R4 CTORX Conservative Allocation Columbia
Columbia Thermostat Z COTZX Conservative Allocation Columbia
Praxis Genesis Conservative A MCONX Conservative Allocation Praxis Mutual Funds
Sentinel Multi-Asset Income A SECMX Conservative Allocation Sentinel
Federated Muni and Stock Advantage Instl FMUIX Conservative Allocation Federated
Sterling Capital Strategic Allc Cnsrv I BMGTX Conservative Allocation Sterling Capital Funds
Vanguard LifeStrategy Cnsrv Gr Inv VSCGX Conservative Allocation Vanguard
American Funds College 2018 529-C CNECX Conservative Allocation American Funds
Pacific Advisors Income & Equity A PADIX Conservative Allocation Pacific Advisors Funds
American Funds College 2018 529-B CNEBX Conservative Allocation American Funds
Nuveen NWQ Flexible Income I NWQIX Conservative Allocation Nuveen
SEI Conservative Strategy I (SAAT) SICIX Conservative Allocation SEI
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