🡄 1-20 21-40 41-60 61-80 81-100 101-120 121-140 141-160 161-180 181-200 201-220 221-240 241-260 261-280 281-300 301-311 🡆
| No. | Name (Ticker) | Short Description | Current Price | %YTD Gains | Expense Ratio | |||
|---|---|---|---|---|---|---|---|---|
| Sorted by Year-to-Date % Gains. Click on the arrow buttons to sort the table as per the desired column | ||||||||
| 1. | AB All Market Real Return Portfolio Class Z (AMTZX) | The mutual fund is designed to maximize real return over inflation. The managers expect to invest its assets principally in the following instruments ...Detailed Profile | $10.37 | 25.63% | 0.89% | |||
| 2. | AB All Market Real Return Portfolio Class 2 (AMTTX) | The fund works with an aim to maximize real return over inflation. The managers expect to invest its assets principally in the following instruments ...Detailed Profile | $10.53 | 22.59% | 0.86% | |||
| 3. | AB All Market Real Return Portfolio Class K (AMTKX) | The fund investment aims to maximize real return over inflation. The managers expect to invest its assets principally in the following instruments that, ...Detailed Profile | $10.36 | 22.31% | 1.32% | |||
| 4. | Greenspring Fund (GRSPX) | The investment seeks long-term capital appreciation through a total return approach to investing; income is an important, but secondary, objective. The ...Detailed Profile | $26.22 | 21.03% | 1.14% | |||
| 5. | Oakmark Equity And Income Fund Investor Class (OAKBX) | The investment seeks income and preservation and growth of capital. The fund invests primarily in a diversified portfolio of U.S. equity and debt ...Detailed Profile | $36.34 | 19.64% | 0.84% | |||
| 6. | Oakmark Equity and Income Fund Class Institutional (OANBX) | The investment seeks income and preservation and growth of capital. The fund invests primarily in a diversified portfolio of U.S. equity and debt ...Detailed Profile | $36.39 | 18.88% | 0.56% | |||
| 7. | Oakmark Equity and Income Fund Class Advisor (OAYBX) | The investment seeks income and preservation and growth of capital. The fund invests primarily in a diversified portfolio of U.S. equity and debt ...Detailed Profile | $36.38 | 18.85% | 0.61% | |||
| 8. | Dodge & Cox Balanced Fund (DODBX) | The fund investment attempts regular income, conservation of principal, and an opportunity for long-term growth of principal and income. The fund invests ...Detailed Profile | $116 | 16.27% | 0.53% | |||
| 9. | RiverNorth Core Opportunity Fund Class I (RNCIX) | The investment seeks long-term capital appreciation and income. The fund's adviser will allocate the fund's investments among equities, fixed ...Detailed Profile | $9.4 | 15.91% | 2.69% | |||
| 10. | RiverNorth Core Opportunity Fund Class R (RNCOX) | The fund investment attempts long-term capital appreciation and income. The fund's adviser will allocate the fund's investments among equities, ...Detailed Profile | $9.41 | 15.47% | 2.94% | |||
| 11. | Fidelity Puritan Fund (FPURX) | The investment seeks income and capital growth consistent with reasonable risk. The fund invests approximately 60% of assets in stocks and other equity ...Detailed Profile | $29.56 | 14.89% | 0.52% | |||
| 12. | Intrepid Capital Fund Institutional Class (ICMVX) | The investment seeks long-term capital appreciation and high current income. The fund invests primarily in a diversified portfolio of undervalued small ...Detailed Profile | $12.01 | 14.87% | 1.16% | |||
| 13. | VY Invesco Equity and Income Portfolio Class I (IUAIX) | The fund investment attempts total return consisting of long-term capital appreciation and current income. Under normal market conditions, the Portfolio ...Detailed Profile | $51.41 | 14.65% | 0.64% | |||
| 14. | FPA Crescent Fund (FPACX) | The fund investment attempts to generate equity-like returns over the long-term, take less risk than the market and avoid permanent impairment of capital. ...Detailed Profile | $40.14 | 14.62% | 1.13% | |||
| 15. | Fidelity Advisor Balanced Fund Class Z (FZAAX) | The fund investment attempts both income and growth of capital. The fund invests approximately 60% of assets in stocks and other equity securities and ...Detailed Profile | $30.25 | 14.52% | 0.48% | |||
| 16. | VY Invesco Equity and Income Portfolio Class S (IUASX) | The fund works with an aim total return consisting of long-term capital appreciation and current income. Under normal market conditions, the Portfolio ...Detailed Profile | $50.93 | 14.45% | 0.89% | |||
| 17. | Invesco Equity and Income Fund Class R6 (IEIFX) | The investment seeks current income and, secondarily, capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets ...Detailed Profile | $12.4 | 14.42% | 0.39% | |||
| 18. | Fidelity Balanced Fund (FBALX) | The investment seeks income and capital growth consistent with reasonable risk. The fund invests approximately 60% of assets in stocks and other equity ...Detailed Profile | $32.1 | 14.41% | 0.52% | |||
| 19. | Invesco Equity and Income Fund Class Y (ACETX) | The fund investment attempts current income and, secondarily, capital appreciation. The fund invests, under normal circumstances, at least 80% of its net ...Detailed Profile | $12.4 | 14.38% | 0.54% | |||
| 20. | VY Invesco Equity and Income Portfolio Class S2 (IVIPX) | The mutual fund is designed total return consisting of long-term capital appreciation and current income. Under normal market conditions, the Portfolio ...Detailed Profile | $50.06 | 14.37% | 1.02% | |||
🡄 1-20 21-40 41-60 61-80 81-100 101-120 121-140 141-160 161-180 181-200 201-220 221-240 241-260 261-280 281-300 301-311 🡆
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