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Mutual Fund Finder

Last update: 31-Mar-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Innealta Capital Risk Based Opp Mod I ROMIX Moderate Allocation Innealta Capital
Innealta Capital Risk Based Opp Mod N ROMNX Moderate Allocation Innealta Capital
Innealta Capital Risk Based Opp Mod A ROMAX Moderate Allocation Innealta Capital
SEI Conservative Strategy Allc A (SAAT) SMGAX Moderate Allocation SEI
Highland Total Return B -- Moderate Allocation Highland Funds
SEI Defensive Strategy Allc A (SAAT) STDAX Moderate Allocation SEI
Prudential Real Assets Z PUDZX Moderate Allocation Prudential Investments
Intrepid Capital Institutional ICMVX Moderate Allocation Intrepid Funds
Columbia Asset Allocation A LAAAX Moderate Allocation Columbia
Prudential Real Assets B PUDBX Moderate Allocation Prudential Investments
Prudential Real Assets C PUDCX Moderate Allocation Prudential Investments
Intrepid Capital ICMBX Moderate Allocation Intrepid Funds
Columbia Asset Allocation C LAACX Moderate Allocation Columbia
Innovator Matrix Income? Institutional IMIIX Moderate Allocation Innovator Funds
Hotchkis and Wiley Capital Income I HWIIX Moderate Allocation Hotchkis and Wiley
Hotchkis and Wiley Capital Income A HWIAX Moderate Allocation Hotchkis and Wiley
Leuthold Core Investment I LCRIX Moderate Allocation Leuthold
WOA All Asset I Class I WOAIX Moderate Allocation WOA
Two Oaks Diversified Growth & Income A TWOAX Moderate Allocation Two Oaks Investment Management, Inc.
Eudora EUDFX Moderate Allocation Eudora Funds
Perkins Value Plus Income S JPVSX Moderate Allocation Janus
Perkins Value Plus Income I JPVIX Moderate Allocation Janus
Two Oaks Diversified Growth & Income C TWOCX Moderate Allocation Two Oaks Investment Management, Inc.
American Beacon Balanced AMR AABNX Moderate Allocation American Beacon
Perkins Value Plus Income A JPVAX Moderate Allocation Janus
MainStay Income Builder I MTOIX Moderate Allocation MainStay
CornerCap Balanced CBLFX Moderate Allocation CornerCap
American Beacon Balanced Instl AADBX Moderate Allocation American Beacon
American Beacon Balanced Y ACBYX Moderate Allocation American Beacon
MainStay Income Builder A MTRAX Moderate Allocation MainStay
ING T. Rowe Price Cap Apprec Port I ITRIX Moderate Allocation ING Retirement Funds
MainStay Balanced I MBAIX Moderate Allocation MainStay
Pioneer Classic Balanced Y AYBLX Moderate Allocation Pioneer Investments
MainStay Income Builder Inv MTINX Moderate Allocation MainStay
Manning & Napier Pro-Blend Extnd Term I MNBIX Moderate Allocation Manning & Napier
American Beacon Balanced Inv AABPX Moderate Allocation American Beacon
T. Rowe Price Capital Appreciation PRWCX Moderate Allocation T. Rowe Price
American Beacon Balanced A ABFAX Moderate Allocation American Beacon
AllianzGI Multi-Asset Real Return P ALRPX Moderate Allocation Allianz Funds
AllianzGI Multi-Asset Real Return Inst ALRNX Moderate Allocation Allianz Funds
Perkins Value Plus Income C JPVCX Moderate Allocation Janus
AllianzGI Multi-Asset Real Return D ALRDX Moderate Allocation Allianz Funds
MainStay Balanced R2 MBCRX Moderate Allocation MainStay
Lord Abbett Multi-Asset Balanced Opp I LABYX Moderate Allocation Lord Abbett
JHFunds2 Capital Appreciation Value NAV JCAVX Moderate Allocation John Hancock
Manning & Napier Pro-Blend Extnd Term R MNBRX Moderate Allocation Manning & Napier
MainStay Balanced Inv MBINX Moderate Allocation MainStay
T. Rowe Price Capital Appreciation Adv PACLX Moderate Allocation T. Rowe Price
Lord Abbett Multi-Asset Balanced Opp F BLAFX Moderate Allocation Lord Abbett
MainStay Balanced R3 MBDRX Moderate Allocation MainStay
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