| 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. | MFS Blended Research Core Equity Fund Class B (MUSBX) | The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities ...Detailed Profile | $34.62 | 20.87% | 1.49% | |||
| 2. | Putnam Sustainable Leaders Fund Class B (PNOBX) | The investment seeks long-term capital appreciation. The fund mainly invests in common stocks of U.S. companies of any size, with a focus on companies ...Detailed Profile | $93.75 | 19.76% | 1.78% | |||
| 3. | MFS Blended Research Value Equity Fund Class B (BRUEX) | The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities ...Detailed Profile | $16.33 | 19.15% | 1.49% | |||
| 4. | Putnam Large Cap Value Fund Class B (PEQNX) | The fund investment attempts capital growth and current income. The fund invests mainly in common stocks of midsize and large U.S. companies, with a ...Detailed Profile | $30.9 | 18.84% | 1.65% | |||
| 5. | Putnam Research Fund Class B (PRFBX) | The investment seeks capital appreciation. The fund invests mainly in common stocks (growth or value stocks or both) of large U.S. companies that the ...Detailed Profile | $43.28 | 18.67% | 1.83% | |||
| 6. | MainStay Equity Allocation Fund Class B (MGXBX) | The investment seeks long-term growth of capital. The fund is a fund of funds that seeks to achieve its investment objective by investing primarily in ...Detailed Profile | $18.81 | 17.15% | 2.02% | |||
| 7. | Davis New York Venture Fund Class B (NYVBX) | The investment seeks long-term growth of capital. Davis Selected Advisers, L.P. ( Davis Advisors or the Adviser ), the fund's investment adviser, ...Detailed Profile | $26.75 | 16.28% | 1.8% | |||
| 8. | MainStay MacKay International Equity Fund Class B (MINEX) | The fund investment attempts long-term growth of capital. The fund normally invests at least 80% of its assets (net assets plus any borrowings for ...Detailed Profile | $20.7 | 15.6% | 2.31% | |||
| 9. | Putnam Dynamic Asset Allocation Growth Fund Class B (PAEBX) | The fund investment attempts capital appreciation. The fund allocates 65% to 95% of its assets in equities and 5% to 35% in fixed income securities. It ...Detailed Profile | $21.04 | 14.48% | 1.8% | |||
| 10. | MainStay Growth Allocation Fund Class B (MGDBX) | The fund investment attempts long-term growth of capital and, secondarily, current income. The fund is a fund of funds that seeks to achieve its ...Detailed Profile | $17.38 | 13.71% | 1.42% | |||
| 11. | MFS Blended Research International Equity Fund Class B (BRXBX) | The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities ...Detailed Profile | $13.64 | 13.63% | 1.64% | |||
| 12. | George Putnam Balanced Fund Class B (PGEBX) | The fund works with an aim to provide a balanced investment composed of a well-diversified portfolio of stocks and bonds which produce both capital growth ...Detailed Profile | $24.57 | 10.98% | 1.72% | |||
| 13. | Alger International Focus Fund Class B (AFGPX) | The fund investment attempts long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in equity ...Detailed Profile | $22.38 | 10.74% | 2.05% | |||
| 14. | MFS Moderate Allocation Fund Class B (MMABX) | The fund investment attempts a high level of total return consistent with a moderate level of risk relative to the other MFS Asset Allocation Funds. The ...Detailed Profile | $22.06 | 10.1% | 1.69% | |||
| 15. | MainStay MacKay Convertible Fund Class B (MCSVX) | The fund investment attempts capital appreciation together with current income. The fund, under normal circumstances, invests at least 80% of its assets ...Detailed Profile | $24.45 | 9.29% | 1.91% | |||
| 16. | MFS International Growth Fund Class B (MGRBX) | The investment seeks capital appreciation. The fund normally invests its assets primarily in foreign equity securities, including emerging market equity ...Detailed Profile | $42.66 | 8.87% | 1.83% | |||
| 17. | American Growth Fund Series One Class B (AMRBX) | The investment seeks growth of capital. The fund uses a consistent approach to build the fund's security portfolio which is made up primarily of ...Detailed Profile | $6.11 | 8.15% | 8.69% | |||
| 18. | Putnam Convertible Securities Fund Class B (PCNBX) | The investment seeks current income and capital appreciation; its secondary objective is conservation of capital. The fund invests mainly in convertible ...Detailed Profile | $33.25 | 7.8% | 1.79% | |||
| 19. | Putnam Global Health Care Fund Class B (PHSBX) | The fund investment attempts capital appreciation. The fund invests mainly in common stocks (growth or value stocks or both) of large and midsize ...Detailed Profile | $32.36 | 7.71% | 1.82% | |||
| 20. | MainStay Conservative Allocation Fund Class B (MCKBX) | The fund investment attempts current income and, secondarily, long-term growth of capital. The fund is a fund of funds that seeks to achieve its ...Detailed Profile | $13.31 | 6.7% | 0.68% | |||
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