Funds Impacted by Earning
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JFR598'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 |
|---|---|---|---|---|
| BGRFX | Baron Growth | Small Growth | ||
| HOTFX | FundX Aggressive Upgrader | World Stock | ||
| STOCX | ||||
| FUNDX | FundX Upgrader | World Stock | ||
| WGROX | Wasatch Core Growth | Small Growth | ||
| BPRIX | BlackRock Inflation Protected Bond Instl | Inflation-Protected Bond | ||
| SWOBX | Schwab Balanced Inv | Moderate Allocation | ||
| SWBGX | Schwab MarketTrack Balanced | Moderate Allocation | ||
| SWHGX | Schwab MarketTrack Growth | Large Blend | ||
| VWELX | Vanguard Wellington | Moderate Allocation | ||
| VBINX | Vanguard Balanced Index | Moderate Allocation |
| Portfolio Performance | |
| One year performance: | 12.5% |
| Three year performance: | -2.7% |
| Five year performance: | 2.4% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for JFR598
- BGRFX : Grail Floats 4 Actively Managed ETFs (Investor's Business Daily)
- HOTFX : Yahoo! Finance: RSS feed not found
- STOCX : Yahoo! Finance: RSS feed not found
- FUNDX : Yahoo! Finance: RSS feed not found
- WGROX : Are Fund Reopenings Contrarian Buy Signals? (Morningstar.com)
- BPRIX : Yahoo! Finance: RSS feed not found
- SWOBX : Yahoo! Finance: RSS feed not found
- SWBGX : Yahoo! Finance: RSS feed not found
- SWHGX : Yahoo! Finance: RSS feed not found
- VWELX : Can Performance Fees Save Mutual Funds? (ETFguide.com)
- VWELX : Fund Performance Follows Stewardship (at TheStreet.com)
- VBINX : Longleaf International Cuts Fees, Quits Hedging (Morningstar.com)
- VBINX : Vanguard Goes with the Float (Morningstar.com)
Top Fund Mojo Suggestions Based on Portfolio Categories
World Stock
- AMIDEX35 Israel A
- American Funds Capital World G/I 529E
- BlackRock Global SmallCap A
- [See our full list!]
Inflation-Protected Bond
Moderate Allocation
- Manning & Napier Pro-Blend Mod Term S
- FPA Crescent
- Franklin Templeton Moderate Target C
- [See our full list!]
Large Blend
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| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
