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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 A ROMAX Moderate Allocation Innealta Capital
Innealta Capital Risk Based Opp Mod N ROMNX Moderate Allocation Innealta Capital
Innealta Capital Risk Based Opp Mod I ROMIX 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 I JPVIX Moderate Allocation Janus
Perkins Value Plus Income S JPVSX 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
CornerCap Balanced CBLFX Moderate Allocation CornerCap
MainStay Income Builder I MTOIX Moderate Allocation MainStay
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
American Beacon Balanced A ABFAX Moderate Allocation American Beacon
T. Rowe Price Capital Appreciation PRWCX Moderate Allocation T. Rowe Price
AllianzGI Multi-Asset Real Return P ALRPX Moderate Allocation Allianz Funds
MainStay Balanced R2 MBCRX Moderate Allocation MainStay
Perkins Value Plus Income C JPVCX Moderate Allocation Janus
AllianzGI Multi-Asset Real Return D ALRDX Moderate Allocation Allianz Funds
AllianzGI Multi-Asset Real Return Inst ALRNX Moderate Allocation Allianz Funds
Manning & Napier Pro-Blend Extnd Term R MNBRX Moderate Allocation Manning & Napier
JHFunds2 Capital Appreciation Value NAV JCAVX Moderate Allocation John Hancock
Lord Abbett Multi-Asset Balanced Opp I LABYX Moderate Allocation Lord Abbett
MainStay Balanced Inv MBINX Moderate Allocation MainStay
MainStay Balanced R3 MBDRX Moderate Allocation MainStay
T. Rowe Price Capital Appreciation Adv PACLX Moderate Allocation T. Rowe Price
American Funds Inc Fund of Amer R6 RIDGX Moderate Allocation American Funds
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