🡄 1-50 51-100 101-150 151-200 201-250 251-300 301-311 🡆
| 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% | ||
| 21. | PGIM Real Assets Fund- Class Z (PUDZX) | The investment seeks long-term real return. The fund invests primarily in real assets that may perform well in periods of high inflation. Real return is ...Detailed Profile | $10.97 | 14.29% | 0.98% | ||
| 22. | T. Rowe Price Capital Appreciation Fund I Class (TRAIX) | The fund investment attempts long-term capital appreciation. The fund normally invests at least 50% of its total assets in stocks and the remaining ...Detailed Profile | $39 | 14.24% | 0.58% | ||
| 23. | PGIM Real Assets Fund- Class R6 (PUDQX) | The fund investment attempts long-term real return. The fund invests primarily in real assets that may perform well in periods of high inflation. Real ...Detailed Profile | $10.96 | 14.23% | 0.89% | ||
| 24. | T. Rowe Price Capital Appreciation Fund (PRWCX) | The investment seeks long-term capital appreciation. The fund normally invests at least 50% of its total assets in stocks and the remaining assets are ...Detailed Profile | $38.93 | 14.13% | 0.69% | ||
| 25. | Fidelity Puritan Fund Class K (FPUKX) | 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 | $29.54 | 14.11% | 0.45% | ||
| 26. | Columbia Flexible Capital Income Fund Advisor Class (CFCRX) | The mutual fund is designed to provide shareholders current income, with long-term capital appreciation. The fund invests broadly in debt, equity and/or ...Detailed Profile | $16.02 | 14.1% | 0.91% | ||
| 27. | Columbia Flexible Capital Income Fund Institutional 2 Class (CFXRX) | The fund works with an aim to provide shareholders current income, with long-term capital appreciation. The fund invests broadly in debt, equity and/or ...Detailed Profile | $16.03 | 14.1% | 0.89% | ||
| 28. | Fidelity Balanced Fund Class K (FBAKX) | 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 | $32.11 | 14.06% | 0.45% | ||
| 29. | Fidelity Advisor Balanced Fund I Class (FAIOX) | The investment seeks both income and growth of capital. The fund invests approximately 60% of assets in stocks and other equity securities and the ...Detailed Profile | $30.23 | 13.93% | 0.59% | ||
| 30. | American Beacon Balanced Fund Class Y (ACBYX) | The investment seeks income and capital appreciation. Under normal circumstances, between 50% and 70% of the fund's total assets are invested in ...Detailed Profile | $16.78 | 13.9% | 0.77% | ||
| 31. | VY T. Rowe Price Capital Appreciation Portfolio Class R6 (VPRAX) | The fund investment attempts over the long-term, a high total investment return, consistent with the preservation of capital and with prudent investment ...Detailed Profile | $32.05 | 13.85% | 0.64% | ||
| 32. | VY T. Rowe Price Capital Appreciation Portfolio Class I (ITRIX) | The investment seeks over the long-term, a high total investment return, consistent with the preservation of capital and with prudent investment risk. ...Detailed Profile | $32.03 | 13.82% | 0.64% | ||
| 33. | VY T. Rowe Price Capital Appreciation Portfolio Class A (ITRAX) | The fund investment attempts over the long-term, a high total investment return, consistent with the preservation of capital and with prudent investment ...Detailed Profile | $29.92 | 13.79% | 1.24% | ||
| 34. | American Beacon Balanced Fund Investor Class (AABPX) | The fund investment attempts income and capital appreciation. Under normal circumstances, between 50% and 70% of the fund's total assets are invested ...Detailed Profile | $14.13 | 13.75% | 1.01% | ||
| 35. | Fidelity Advisor Balanced Fund Class C (FABCX) | The investment seeks both income and growth of capital. The fund invests approximately 60% of assets in stocks and other equity securities and the ...Detailed Profile | $29.24 | 13.67% | 1.6% | ||
| 36. | American Beacon Balanced Fund Class A (ABFAX) | The fund investment attempts income and capital appreciation. Under normal circumstances, between 50% and 70% of the fund's total assets are invested ...Detailed Profile | $14.08 | 13.62% | 1.02% | ||
| 37. | American Beacon Balanced Fund Advisor Class (ABLSX) | The investment seeks income and capital appreciation. Under normal circumstances, between 50% and 70% of the fund's total assets are invested in ...Detailed Profile | $15.33 | 13.59% | 1.17% | ||
| 38. | Invesco Equity and Income Fund Class C (ACERX) | The investment seeks current income and, secondarily, capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets ...Detailed Profile | $12.13 | 13.53% | 1.54% | ||
| 39. | T. Rowe Price Capital Appreciation Fund Advisor Class (PACLX) | The investment seeks long-term capital appreciation. The fund normally invests at least 50% of its total assets in stocks and the remaining assets are ...Detailed Profile | $38.39 | 13.5% | 0.99% | ||
| 40. | BNY Mellon Asset Allocation Fund Class M (MPBLX) | The investment seeks long-term growth of principal in conjunction with current income. The advisor currently intends to allocate its assets, directly ...Detailed Profile | $15.21 | 13.34% | 0.87% | ||
| 41. | Mairs & Power Balanced Fund Investor Class (MAPOX) | The mutual fund is designed to provide capital growth, current income and preservation of capital. The fund invests primarily in U.S. common stock and ...Detailed Profile | $118.9 | 13.33% | 0.71% | ||
| 42. | BNY Mellon Asset Allocation Fund Investor Class (MIBLX) | The investment seeks long-term growth of principal in conjunction with current income. The advisor currently intends to allocate its assets, directly ...Detailed Profile | $15.36 | 13.28% | 1.12% | ||
| 43. | Columbia Flexible Capital Income Fund Class A (CFIAX) | The fund investment attempts to provide shareholders current income, with long-term capital appreciation. The fund invests broadly in debt, equity and/or ...Detailed Profile | $15.87 | 13% | 1.16% | ||
| 44. | Voya Balanced Portfolio Class I (IBPIX) | The fund investment aims total return consisting of capital appreciation (both realized and unrealized) and current income; long-term capital appreciation ...Detailed Profile | $17.88 | 12.9% | 0.74% | ||
| 45. | AB All Market Total Return Portfolio Advisor Class (ABWYX) | The fund works with an aim to achieve the highest total return consistent with the Adviser's determination of reasonable risk. The Adviser will ...Detailed Profile | $18.29 | 12.9% | 0.8% | ||
| 46. | Vanguard Wellington Fund Admiral Shares (VWENX) | The mutual fund is designed to provide long-term capital appreciation and moderate current income. The fund invests 60% to 70% of its assets in ...Detailed Profile | $86.82 | 12.88% | 0.16% | ||
| 46. | Vanguard Wellington Fund Admiral Shares (VWENX) | The mutual fund is designed to provide long-term capital appreciation and moderate current income. The fund invests 60% to 70% of its assets in ...Detailed Profile | $86.82 | 12.88% | 0.16% | ||
| 47. | BlackRock Balanced Capital Fund Institutional Shares (MACPX) | The investment seeks the highest total investment return. The fund invests in equity securities and fixed-income securities. It may make investments ...Detailed Profile | $29.07 | 12.84% | 0.56% | ||
| 48. | Vanguard Wellington Fund Investor Shares (VWELX) | The fund investment aims to provide long-term capital appreciation and moderate current income. The fund invests 60% to 70% of its assets in ...Detailed Profile | $50.27 | 12.82% | 0.24% | ||
| 48. | Vanguard Wellington Fund Investor Shares (VWELX) | The mutual fund is designed to provide long-term capital appreciation and moderate current income. The fund invests 60% to 70% of its assets in ...Detailed Profile | $50.27 | 12.82% | 0.24% | ||
| 49. | Green Century Balanced Fund (GCBLX) | The investment seeks capital growth and income from a diversified portfolio of stocks and bonds which meet Green Century's standards for corporate ...Detailed Profile | $37.71 | 12.77% | 1.47% | ||
| 50. | Voya Balanced Portfolio Class S (IBPSX) | The fund investment attempts total return consisting of capital appreciation (both realized and unrealized) and current income; long-term capital ...Detailed Profile | $17.79 | 12.73% | 0.99% | ||
🡄 1-50 51-100 101-150 151-200 201-250 251-300 301-311 🡆
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