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Mutual Fund Finder

Last update: 31-Dec-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Disciplined Growth Investors DGIFX Moderate Allocation DGI
SEI Conservative Strategy Allc A (SAAT) SMGAX Moderate Allocation SEI
Natixis Diversified Income Y YIDPX Moderate Allocation Natixis Funds
Natixis Diversified Income A IIDPX Moderate Allocation Natixis Funds
Natixis Diversified Income C CIDPX Moderate Allocation Natixis Funds
Archer Balanced ARCHX Moderate Allocation Archer
SEI Defensive Strategy Allc A (SAAT) STDAX Moderate Allocation SEI
Highland Total Return B -- Moderate Allocation Highland Funds
Neuberger Berman AMT Balanced I NBABX Moderate Allocation Neuberger Berman
State Farm Equity & Bond R3 REBHX Moderate Allocation State Farm
State Farm Equity & Bond Instl SEBIX Moderate Allocation State Farm
State Farm Equity & Bond A NBSAX Moderate Allocation State Farm
T. Rowe Price Capital Appreciation PRWCX Moderate Allocation T. Rowe Price
JHFunds2 Capital Appreciation Value NAV JCAVX Moderate Allocation John Hancock
VY T. Rowe Price Capital Appreciation I ITRIX Moderate Allocation Voya
State Farm Equity & Bond A Legacy SLBAX Moderate Allocation State Farm
Hennessy Equity and Income Institutional HEIIX Moderate Allocation Hennessy
T. Rowe Price Capital Appreciation Adv PACLX Moderate Allocation T. Rowe Price
VY T. Rowe Price Capital Appreciation S ITCSX Moderate Allocation Voya
State Farm Equity & Bond R2 REBTX Moderate Allocation State Farm
VY T. Rowe Price Capital Appreciation S2 ITCTX Moderate Allocation Voya
Hennessy Equity and Income Investor HEIFX Moderate Allocation Hennessy
VY T. Rowe Price Capital Appreciation A ITRAX Moderate Allocation Voya
State Farm Equity & Bond B Legacy SLBBX Moderate Allocation State Farm
State Farm Equity & Bond R1 REBOX Moderate Allocation State Farm
State Farm Equity & Bond B NBSBX Moderate Allocation State Farm
Columbia Asset Allocation A LAAAX Moderate Allocation Columbia
MainStay Balanced I MBAIX Moderate Allocation MainStay
BlackRock Balanced Capital Instl MACPX Moderate Allocation BlackRock
MainStay Balanced R1 MBNRX Moderate Allocation MainStay
MainStay Balanced A MBNAX Moderate Allocation MainStay
MainStay Balanced R2 MBCRX Moderate Allocation MainStay
BlackRock Balanced Capital Inv A MDCPX Moderate Allocation BlackRock
MainStay Balanced Inv MBINX Moderate Allocation MainStay
MainStay Balanced R3 MBDRX Moderate Allocation MainStay
Columbia Asset Allocation C LAACX Moderate Allocation Columbia
BlackRock Balanced Capital R MRBPX Moderate Allocation BlackRock
MainStay Balanced C MBACX Moderate Allocation MainStay
MainStay Balanced B MBNBX Moderate Allocation MainStay
BlackRock Balanced Capital Inv C MCCPX Moderate Allocation BlackRock
Schwab Balanced SWOBX Moderate Allocation Schwab Funds
Calvert Balanced I CBAIX Moderate Allocation Calvert Investments
BlackRock Balanced Capital Inv B MBCPX Moderate Allocation BlackRock
American Indep MAR Tactical Mod Gr Instl MGZIX Moderate Allocation American Independence
American Indep MAR Tactical Mod Gr A MGZAX Moderate Allocation American Independence
Calvert Balanced Y CBAYX Moderate Allocation Calvert Investments
Vanguard Balanced Index Adm VBIAX Moderate Allocation Vanguard
Vanguard Balanced Index I VBAIX Moderate Allocation Vanguard
UBS US Allocation P PWTYX Moderate Allocation UBS
Vanguard Balanced Index Inv VBINX Moderate Allocation Vanguard
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