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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 Tx-Advtg Inc A TAIAX Conservative Allocation American Funds
American Funds TxAdvtg Inc F1 TAIFX 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 Y PJMYX Conservative Allocation Putnam
Putnam Absolute Return 500 R6 PJMEX 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
TCW Conservative Allocation I TGPCX Conservative Allocation TCW
RESQ Absolute Income C RQICX Conservative Allocation RESQ Funds
Deutsche Target 2014 KRFEX Conservative Allocation Deutsche Asset & Wealth Mngt
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 A PACAX Conservative Allocation Putnam
Putnam Dynamic Asset Allocation Cnsrv R6 PCCEX Conservative Allocation Putnam
SEI Defensive Strategy I (SAAT) SEDIX Conservative Allocation SEI
TCW Conservative Allocation N TGPNX Conservative Allocation TCW
American Funds College 2018 529F1 CNEFX Conservative Allocation American Funds
American Funds College 2018 529-A CNEAX 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 R4 CTORX Conservative Allocation Columbia
Columbia Thermostat R5 CQTRX Conservative Allocation Columbia
Columbia Thermostat Y CYYYX 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
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