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Forbes_2007's Portfolio
See other Fund Mojo Community Portfolio
[+]: Morningstar rating increase [-]: Morningstar rating decrease [*]: Morningstar rating stays the same
| Fund | Name | Category | Manager Score | Morningstar |
|---|---|---|---|---|
| BRUFX | Bruce | Moderate Allocation | ||
| DEFIX | Delafield | Mid-Cap Value | ||
| KSCVX | Keeley Small Cap Value A | Small Blend | ||
| MPGFX | Mairs & Power Growth Inv | Large Blend | ||
| MUHLX | Muhlenkamp | Large Value | ||
| OSTFX | Osterweis | Mid-Cap Blend | ||
| PRCGX | Perritt Micro Cap Opportunities | Small Blend | ||
| STSCX | Stratton Small-Cap Value | Small Blend | ||
| TAVFX | Third Avenue Value | World Stock | ||
| VLEOX | Value Line Emerging Opportunities | Mid-Cap Growth |
| Portfolio Performance | |
| One year performance: | 15.8% |
| Three year performance: | -5.9% |
| Five year performance: | 2.4% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for Forbes_2007
- BRUFX : Yahoo! Finance: RSS feed not found
- DEFIX : Yahoo! Finance: RSS feed not found
- KSCVX : Yahoo! Finance: RSS feed not found
- MPGFX : Yahoo! Finance: RSS feed not found
- MUHLX : Muhlenkamp & Company To Host Investment Seminar November 5 (Business Wire)
- OSTFX : Great Funds with Big Cash Stakes (Morningstar.com)
- OSTFX : [video] Five Star Manager Still Finding Cheap Stocks (at TheStreet.com)
- PRCGX : Yahoo! Finance: RSS feed not found
- STSCX : Yahoo! Finance: RSS feed not found
- TAVFX : Value-Focused Third Avenue Makes Picks for Double-Digit Returns (Indie Research)
- TAVFX : The Eight Biggest Manager Changes of 2009 (Morningstar.com)
- VLEOX : Fund Times: PIMCO's Big Cash Haul (Morningstar.com)
Top Fund Mojo Suggestions Based on Portfolio Categories
- Manning & Napier Pro-Blend Mod Term S
- FPA Crescent
- Franklin Templeton Moderate Target C
- [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!]
Small Blend
- Gabelli Small Cap Growth AAA
- Hancock Horizon Burkenroad D
- JPMorgan Small Cap Equity A
- [See our full list!]
Large Blend
Large Value
Mid-Cap Blend
World Stock
- AMIDEX35 Israel A
- American Funds Capital World G/I 529E
- BlackRock Global SmallCap A
- [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!]
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