Mutual Fund Finder

Last update: 31-Mar-2013
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
ATAC Inflation Rotation Investor ATACX World Allocation ATAC Fund 13.24% 7.7% N/A N/A
SEI Asset Allc Diversified Agrsv Gr A SAGRX World Allocation SEI 9.91% 4.41% -0.3% 1.06%
SEI Asset Allc Diversified Agrsv Gr I SGWIX World Allocation SEI 9.86% 4.42% -0.53% 0.83%
SEI Asset Allc Diversified Agrsv Gr D SAGDX World Allocation SEI 9.65% 4.26% -1.29% 0.06%
Horizon Active Asset Allocation N Shares AAANX World Allocation AdvisorOne Funds 9.32% 9.32% N/A N/A
Astor S.T.A.R. ETF Featuring AlphaDex C CSPGX World Allocation Astor 8.57% 6.47% N/A N/A
SAAT Conservative Strategy Allc A SMGAX World Allocation SEI 8.31% 8.31% 14.28% 8.48%
Pioneer Multi-Asset Real Return Y PMYRX World Allocation Pioneer Investments 8.29% 6.26% N/A N/A
Pioneer Multi-Asset Real Return A PMARX World Allocation Pioneer Investments 8.18% 6.11% N/A N/A
Thornburg Investment Income Builder R5 TIBMX World Allocation Thornburg 7.99% 7.99% 9.83% 6.23%
Thornburg Investment Income Builder A TIBAX World Allocation Thornburg 7.94% 7.94% 9.58% 6.0%
Thornburg Investment Income Builder R3 TIBRX World Allocation Thornburg 7.85% 7.85% 9.27% 5.76%
UBS Global Allocation B BNPBX World Allocation UBS 7.75% 8.31% 21.06% -0.61%
GMO Implementation GMOIMPLEMENT World Allocation GMO 7.21% 4.44% N/A N/A
PIMCO Dividend and Income Builder Instl PQIIX World Allocation PIMCO 7.02% 4.2% N/A N/A
PIMCO Dividend and Income Builder P PQIPX World Allocation PIMCO 7.0% 4.18% N/A N/A
PIMCO Dividend and Income Builder D PQIDX World Allocation PIMCO 6.96% 4.15% N/A N/A
PIMCO Dividend and Income Builder A PQIZX World Allocation PIMCO 6.96% 4.15% N/A N/A
Lord Abbett Global Allocation R3 LARRX World Allocation Lord Abbett 6.94% 3.92% 7.92% 3.12%
PIMCO Dividend and Income Builder R PQIBX World Allocation PIMCO 6.91% 4.11% N/A N/A
Lord Abbett Global Allocation R2 LAGQX World Allocation Lord Abbett 6.77% 3.79% 8.13% 3.24%
Lord Abbett Global Allocation B LAGBX World Allocation Lord Abbett 6.75% 3.8% 7.37% 2.51%
Lord Abbett Global Allocation C LAGCX World Allocation Lord Abbett 6.75% 3.8% 7.36% 2.51%
PIMCO Dividend and Income Builder C PQICX World Allocation PIMCO 6.72% 3.95% N/A N/A
Stadion Olympus I STOIX World Allocation Stadion Funds 6.57% 1.51% N/A N/A
Quaker Global Tactical Allocation I QTRIX World Allocation Quaker 6.54% 5.66% 8.27% N/A
Quaker Global Tactical Allocation A QTRAX World Allocation Quaker 6.52% 5.52% 7.96% N/A
Templeton Global Balanced Adv TZINX World Allocation Franklin Templeton Investment Funds 6.45% 3.5% 10.04% 5.83%
Stadion Olympus A STOAX World Allocation Stadion Funds 6.41% 1.41% N/A N/A
Templeton Global Balanced A1 TINCX World Allocation Franklin Templeton Investment Funds 6.39% 3.51% 9.65% 5.58%
AllianzGI Global Growth Allocation Instl AGAIX World Allocation Allianz Funds 6.35% 6.35% 9.23% N/A
AllianzGI Global Growth Allocation P AGSPX World Allocation Allianz Funds 6.3% 6.3% 9.13% N/A
Templeton Global Balanced C1 TCINX World Allocation Franklin Templeton Investment Funds 6.24% 3.51% 9.21% 5.16%
AllianzGI Global Growth Allocation D AGSDX World Allocation Allianz Funds 6.23% 6.23% 8.91% N/A
Stadion Olympus C STOGX World Allocation Stadion Funds 6.22% 1.21% N/A N/A
AllianzGI Global Growth Allocation R ASFRX World Allocation Allianz Funds 6.16% 6.16% 8.65% N/A
Morgan Stanley Global Strategist I SRTDX World Allocation Morgan Stanley 6.12% 11.7% 7.5% 1.89%
AllianzGI Global Growth Allocation C ASACX World Allocation Allianz Funds 6.03% 6.03% 8.1% N/A
Morgan Stanley Global Strategist A SRTAX World Allocation Morgan Stanley 6.01% 11.53% 7.25% 1.63%
Stadion Managed Portfolio I ETFVX World Allocation Stadion Funds 6.0% 4.38% 4.64% 1.53%
Nuveen Real Asset Income I NRIIX World Allocation Nuveen 6.0% 6.0% N/A N/A
GMO Strategic Opportunities Allc III GBATX World Allocation GMO 5.97% 3.82% 9.86% 5.32%
Stadion Managed Portfolio A ETFFX World Allocation Stadion Funds 5.93% 4.3% 4.41% 1.39%
UBS Global Frontier A BGFAX World Allocation UBS 5.9% 3.37% 8.87% 0.4%
Morgan Stanley Global Strategist B SRTBX World Allocation Morgan Stanley 5.85% 10.87% 6.45% 0.87%
Morgan Stanley Global Strategist C SRTCX World Allocation Morgan Stanley 5.81% 10.92% 6.45% 0.88%
UBS Global Frontier C BGFCX World Allocation UBS 5.78% 3.24% 8.09% -0.35%
Nuveen Real Asset Income C NRICX World Allocation Nuveen 5.75% 5.75% N/A N/A
Goldman Sachs Growth Strat Instl GGSIX World Allocation Goldman Sachs 5.62% 3.53% 8.59% 1.29%
Oppenheimer Global Allocation Y QGRYX World Allocation OppenheimerFunds 5.6% 5.6% 5.38% 4.49%
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