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CNN_Money_2007's Portfolio
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[+]: Morningstar rating increase [-]: Morningstar rating decrease [*]: Morningstar rating stays the same
| Fund | Name | Category | Manager Score | Morningstar |
|---|---|---|---|---|
| CGMFX | CGM Focus | Large Growth | ||
| EXWAX | Manning & Napier World Opportunities A | Foreign Large Blend | ||
| OAKLX | Oakmark Select I | Large Blend | ||
| FBRVX | FBR Focus | Mid-Cap Growth | ||
| BRSIX | Bridgeway Ultra-Small Company Market | Small Blend | ||
| ARTIX | Artisan International Inv | Foreign Large Growth |
| Portfolio Performance | |
| One year performance: | 17.5% |
| Three year performance: | -4.8% |
| Five year performance: | 3.9% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for CNN_Money_2007
- CGMFX : A Hedge Fund Lesson for the Rest of Us (at Seeking Alpha)
- CGMFX : CGM Investors Hoping Heebner's New Holdings Drive Turnaround (Indie Research)
- EXWAX : The Fund Manager of the Decade Finalists (Morningstar.com)
- EXWAX : One of the Best Fund Companies You've Never Heard Of (Morningstar.com)
- OAKLX : Analyze Funds Like the Pros (Morningstar.com)
- OAKLX : Whitman, Nygren Take New Look at 'Value' (at TheStreet.com)
- FBRVX : The Best New Mutual Funds of 2009 (Morningstar.com)
- FBRVX : Akre Focus Joins the Kip 25 (at Kiplinger.com)
- BRSIX : Yahoo! Finance: RSS feed not found
- ARTIX : An Aggressive Model Portfolio for Pre-Retirees (Morningstar.com)
Top Fund Mojo Suggestions Based on Portfolio Categories
- Aston/Montag & Caldwell Growth N
- Alger Capital Appreciation Instl R
- Amana Trust Growth
- [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!]
Large Blend
Mid-Cap Growth
- BB&T Special Opportunities Equity A
- Brown Capital Mgmt Mid-Cap Instl
- Hartford MidCap HLS IA
- [See our full list!]
Small Blend
- Gabelli Small Cap Growth AAA
- Hancock Horizon Burkenroad D
- JPMorgan Small Cap Equity A
- [See our full list!]
Foreign Large Growth
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