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BusinessWeek_TopManager_2005's Portfolio

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[+]: Morningstar rating increase   [-]: Morningstar rating decrease   [*]: Morningstar rating stays the same
FundNameCategoryManager ScoreMorningstar
CHTTXAston/Optimum Mid Cap NMid-Cap Blend
0.81
4 [*]
CSIEXCalvert Social Investment Equity ALarge Growth
0.7
4 [*]
DODIXDodge & Cox IncomeIntermediate-Term Bond
0.73
4 [*]
ETMBXEaton Vance AMT-Free Municipal Bond AMuni National Long
0.47
2 [*]
GGOAXGoldman Sachs Growth Opportunities AMid-Cap Growth
0.8
4 [*]
GCMAXGoldman Sachs Mid Cap Value AMid-Cap Value
0.53
4 [*]
AGTHXAmerican Funds Growth Fund of Amer ALarge Growth
0.6
4 [*]
HABDXHarbor Bond InstlIntermediate-Term Bond
0.82
5 [*]
BJBIXArtio International Equity AForeign Large Blend
0.58
4 [*]
RISIXLaudus Rosenberg Intl Small Cap InvForeign Small/Mid Value
0.4
2 [*]
LMVTXLegg Mason Value CLarge Blend
0.31
1 [*]
MGFIXManagers BondIntermediate-Term Bond
0.63
3 [*]
PRFDXT. Rowe Price Equity IncomeLarge Value
0.65
4 [*]
PRGFXT. Rowe Price Growth StockLarge Growth
0.68
4 [*]
TGLMXTCW Total Return Bond IIntermediate-Term Bond
0.88
5 [*]
TVAFXThornburg Value ALarge Blend
0.68
4 [*]
TBGVXTweedy, Browne Global ValueForeign Large Value
0.64
5 [*]
SRVEXVictory Diversified Stock ALarge Blend
0.67
4 [*]
(* As of October 31, 2009)

  

Portfolio Performance
One year performance:20.9%
Three year performance:-2.4%
Five year performance:3.2%
Portfolio Allocation


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Latest Mutual Fund News

Latest mutual fund portfolio news for BusinessWeek_TopManager_2005

  

  

Top Fund Mojo Suggestions Based on Portfolio Categories

Mid-Cap Blend

  

Large Growth

  

Intermediate-Term Bond

  

Muni National Long

  

Mid-Cap Growth

  

Mid-Cap Value

  

Foreign Large Blend

  

Foreign Small/Mid Value

  

Large Blend

  

Large Value

  

Foreign Large Value

  

  

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