🡄 1-20 21-40 41-60 61-80 81-82 🡆
| 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. | Delaware Ivy Energy Fund Class B (IEYBX) | The mutual fund is designed to provide capital growth and appreciation. The fund seeks to achieve its objective by investing, under normal circumstances, ...Detailed Profile | $5.7 | 36.17% | 2.22% | |||
| 2. | Delaware Ivy Securian Real Estate Securities Fund Class B (IRSBX) | The fund investment attempts to provide total return through capital appreciation and current income. The fund seeks to achieve its objective by ...Detailed Profile | $28.02 | 29.26% | 2.42% | |||
| 3. | Delaware Ivy Value Fund Class B (IYVBX) | The fund works with an aim to provide capital appreciation. The fund seeks to achieve its objective by investing in the common stocks of primarily ...Detailed Profile | $25.61 | 21.41% | 2.31% | |||
| 4. | Delaware Ivy Large Cap Growth Fund Class B (WLGBX) | The mutual fund is designed to provide growth of capital. The fund seeks to achieve its objective by investing primarily in a portfolio of common stocks ...Detailed Profile | $23.72 | 21.29% | 1.83% | |||
| 5. | Federated Hermes MDT Large Cap Growth Fund Class B Shares (QBLGX) | The investment seeks long-term capital appreciation. The fund invests primarily in the common stock of large-sized U.S. companies. The investment ...Detailed Profile | $28.08 | 21.24% | 1.75% | |||
| 6. | 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% | |||
| 7. | Delaware Ivy Core Equity Fund Class B (WCEBX) | The investment seeks capital growth and appreciation. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of ...Detailed Profile | $15.78 | 20.73% | 2.08% | |||
| 8. | 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% | |||
| 9. | 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% | |||
| 10. | 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% | |||
| 11. | 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% | |||
| 12. | 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% | |||
| 13. | 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% | |||
| 14. | 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% | |||
| 15. | 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% | |||
| 16. | 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% | |||
| 17. | 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% | |||
| 18. | Delaware Ivy Natural Resources Fund Class B (IGNBX) | The fund investment aims to provide capital growth and appreciation. The fund seeks to achieve its objective by investing, under normal circumstances, at ...Detailed Profile | $9.69 | 13.05% | 3.81% | |||
| 19. | Delaware Ivy Mid Cap Growth Fund Class B (WMGBX) | The fund works with an aim to provide growth of capital. The fund seeks to achieve its objective by investing primarily in common stocks of ...Detailed Profile | $30.37 | 13.02% | 2.07% | |||
| 20. | Delaware Ivy Balanced Fund Class B (IBNBX) | The fund investment attempts to provide total return through a combination of capital appreciation and current income. The fund seeks to achieve its ...Detailed Profile | $28.63 | 12.02% | 1.9% | |||
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