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BusinessWeek_TopManager_2005's Portfolio
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[+]: Morningstar rating increase [-]: Morningstar rating decrease [*]: Morningstar rating stays the same
| Fund | Name | Category | Manager Score | Morningstar |
|---|---|---|---|---|
| CHTTX | Aston/Optimum Mid Cap N | Mid-Cap Blend | ||
| CSIEX | Calvert Social Investment Equity A | Large Growth | ||
| DODIX | Dodge & Cox Income | Intermediate-Term Bond | ||
| ETMBX | Eaton Vance AMT-Free Municipal Bond A | Muni National Long | ||
| GGOAX | Goldman Sachs Growth Opportunities A | Mid-Cap Growth | ||
| GCMAX | Goldman Sachs Mid Cap Value A | Mid-Cap Value | ||
| AGTHX | American Funds Growth Fund of Amer A | Large Growth | ||
| HABDX | Harbor Bond Instl | Intermediate-Term Bond | ||
| BJBIX | Artio International Equity A | Foreign Large Blend | ||
| RISIX | Laudus Rosenberg Intl Small Cap Inv | Foreign Small/Mid Value | ||
| LMVTX | Legg Mason Value C | Large Blend | ||
| MGFIX | Managers Bond | Intermediate-Term Bond | ||
| PRFDX | T. Rowe Price Equity Income | Large Value | ||
| PRGFX | T. Rowe Price Growth Stock | Large Growth | ||
| TGLMX | TCW Total Return Bond I | Intermediate-Term Bond | ||
| TVAFX | Thornburg Value A | Large Blend | ||
| TBGVX | Tweedy, Browne Global Value | Foreign Large Value | ||
| SRVEX | Victory Diversified Stock A | Large Blend |
| Portfolio Performance | |
| One year performance: | 20.9% |
| Three year performance: | -2.4% |
| Five year performance: | 3.2% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for BusinessWeek_TopManager_2005
- CHTTX : Will Media Stocks Keep These Funds on Top? (Morningstar.com)
- CHTTX : China Led World Again In October; GDP Lives Large (Investor's Business Daily)
- CSIEX : Calvert's England Says Health Care Will Rally (TheStreet.com)
- DODIX : The Fund Manager of the Decade Finalists (Morningstar.com)
- DODIX : Who Tops the Fund Company Performance Rankings? (Morningstar.com)
- ETMBX : Yahoo! Finance: RSS feed not found
- GGOAX : Yahoo! Finance: RSS feed not found
- GCMAX : Yahoo! Finance: RSS feed not found
- AGTHX : Have Your Primecap-Run Vanguard Fund and Eat It Too (Morningstar.com)
- AGTHX : Funds on Warren's Wavelength (Morningstar.com)
- HABDX : An Aggressive Model Portfolio for Pre-Retirees (Morningstar.com)
- HABDX : A Conservative Model Portfolio for Retirees (Morningstar.com)
- BJBIX : Eaton Vance Tries to Get a Piece of the Stimulus Action (Morningstar.com)
- BJBIX : [video] Global Market Watch: Eastern Europe (at CNBC)
- RISIX : Yahoo! Finance: RSS feed not found
- LMVTX : MarketWatch First Take: Legg Mason's inactivity wooed activist Peltz (at MarketWatch)
- LMVTX : Fund Lessons From John Bogle (at TheStreet.com)
- MGFIX : Yahoo! Finance: RSS feed not found
- PRFDX : Who's Smarter: Vanguard or Fidelity Investors? (Morningstar.com)
- PRFDX : How Some Investors Ruin a Great Fund (Morningstar.com)
- PRGFX : Kiplinger Selects Top Mutual Funds for '09 (at CNBC)
- TGLMX : The Fund Manager of the Decade Finalists (Morningstar.com)
- TGLMX : Closed-End Funds Sell for Bargain Prices (TheStreet.com)
- TVAFX : Our Favorite Broker-Sold Funds (at Kiplinger.com)
- TVAFX : Fries to Step Down from Thornburg Value (Morningstar.com)
- TBGVX : Value Guru Sees Certain Sectors Getting Pricey (Indie Research)
- TBGVX : Chuck Jaffe: No stupid questions, only stupid investments (at MarketWatch)
- SRVEX : Yahoo! Finance: RSS feed not found
Top Fund Mojo Suggestions Based on Portfolio Categories
Large Growth
- Aston/Montag & Caldwell Growth N
- Alger Capital Appreciation Instl R
- Amana Trust Growth
- [See our full list!]
Intermediate-Term Bond
Muni National Long
- DWS Managed Municipal Bonds S
- Legg Mason Partners Managed Municipals 1
- T. Rowe Price Summit Municipal Income
- [See our full list!]
Mid-Cap Growth
- BB&T Special Opportunities Equity A
- Brown Capital Mgmt Mid-Cap Instl
- Hartford MidCap HLS IA
- [See our full list!]
Mid-Cap Value
- Perkins Mid Cap Value L
- RidgeWorth Mid-Cap Value Equity I
- Rydex/SGI Mid Cap Value A
- [See our full list!]
Foreign Large Blend
- American Funds EuroPacific Gr 529C
- BlackRock International Opp A
- Manning & Napier World Opportunities A
- [See our full list!]
Foreign Small/Mid Value
Large Blend
Large Value
Foreign Large Value
- GMO International Equity Allc III
- MFS International Value B
- Allianz NFJ International Value D
- [See our full list!]
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