Funds Impacted by Earning
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Kiplinger25's Portfolio
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[+]: Morningstar rating increase [-]: Morningstar rating decrease [*]: Morningstar rating stays the same
| Fund | Name | Category | Manager Score | Morningstar |
|---|---|---|---|---|
| BRAIX | Bridgeway Aggressive Investors 2 | Mid-Cap Growth | ||
| CGMFX | CGM Focus | Large Growth | ||
| CIPSX | Champlain Small Company Adv | Small Growth | ||
| UMBIX | Columbia Value & Restructuring Z | Large Value | ||
| FAIRX | Fairholme | Large Blend | ||
| FBRVX | FBR Focus | Mid-Cap Growth | ||
| LMOPX | Legg Mason Opportunity C | Mid-Cap Growth | ||
| MXXIX | Marsico 21st Century | Large Growth | ||
| MERFX | Merger | Long-Short | ||
| MUHLX | Muhlenkamp | Large Value | ||
| OAKLX | Oakmark Select I | Large Blend | ||
| SLASX | Selected American Shares S | Large Blend | ||
| PRFDX | T. Rowe Price Equity Income | Large Value | ||
| PRGFX | T. Rowe Price Growth Stock | Large Growth | ||
| VPCCX | Vanguard PRIMECAP Core | Large Growth | ||
| VASVX | Vanguard Selected Value | Mid-Cap Value | ||
| DODFX | Dodge & Cox International Stock | Foreign Large Value | ||
| JETAX | Artio International Equity II A | Foreign Large Blend | ||
| OAKIX | Oakmark International I | Foreign Large Value | ||
| PRMSX | T. Rowe Price Emerging Markets Stock | Diversified Emerging Mkts | ||
| DODIX | Dodge & Cox Income | Intermediate-Term Bond | ||
| FFRHX | Fidelity Floating Rate High Income | Bank Loan | ||
| FLTMX | Fidelity Intermediate Municipal Income | Muni National Interm | ||
| HABDX | Harbor Bond Instl | Intermediate-Term Bond | ||
| LSBRX | Loomis Sayles Bond Retail | Multisector Bond |
| Portfolio Performance | |
| One year performance: | 20.5% |
| Three year performance: | -2.7% |
| Five year performance: | 3.2% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for Kiplinger25
- BRAIX : Kiplinger Selects Top Mutual Funds for '09 (at CNBC)
- 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)
- CIPSX : Yahoo! Finance: RSS feed not found
- UMBIX : Great Funds with Big Cash Stakes (Morningstar.com)
- UMBIX : Why Is My Fund's Style Box Different from Its Category? (Morningstar.com)
- FAIRX : Fairholme Raises Minimum Investment (Morningstar.com)
- FAIRX : The Fund Manager of the Decade Finalists (Morningstar.com)
- FBRVX : The Best New Mutual Funds of 2009 (Morningstar.com)
- FBRVX : Akre Focus Joins the Kip 25 (at Kiplinger.com)
- LMOPX : How To Select A Top-Flight Manager (Investor's Business Daily)
- LMOPX : Kiplinger Selects Top Mutual Funds for '09 (at CNBC)
- MXXIX : Kiplinger Selects Top Mutual Funds for '09 (at CNBC)
- MERFX : Three Gun Salute for a Three ETF Tuesday (Seeking Alpha)
- MERFX : 3 Safe Investments That Let You 'Sleep Better:' Strategist (at CNBC)
- MUHLX : Muhlenkamp & Company To Host Investment Seminar November 5 (Business Wire)
- OAKLX : Analyze Funds Like the Pros (Morningstar.com)
- OAKLX : Whitman, Nygren Take New Look at 'Value' (at TheStreet.com)
- SLASX : Davis Advisors cuts some of its mutual fund fees (at Fortune)
- SLASX : Davis Advisers cuts some of its mutual fund fees (at Fortune)
- 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)
- VPCCX : Have Your Primecap-Run Vanguard Fund and Eat It Too (Morningstar.com)
- VPCCX : Who's Smarter: Vanguard or Fidelity Investors? (Morningstar.com)
- VASVX : Four Strong Funds That Passed My Tests (Morningstar.com)
- DODFX : 3 reasons to stick with Dodge & Cox International stock fund (Money)
- DODFX : Are Mutual Funds Losing Faith in the Dollar? (Morningstar.com)
- JETAX : Kiplinger Selects Top Mutual Funds for '09 (at CNBC)
- OAKIX : The Fund Manager of the Decade Finalists (Morningstar.com)
- OAKIX : Are Mutual Funds Losing Faith in the Dollar? (Morningstar.com)
- PRMSX : Yahoo! Finance: RSS feed not found
- DODIX : The Fund Manager of the Decade Finalists (Morningstar.com)
- DODIX : Who Tops the Fund Company Performance Rankings? (Morningstar.com)
- FFRHX : Is October correction inevitable? (at MarketWatch)
- FLTMX : Fidelity, Vanguard Grab Fund Inflows (TheStreet.com)
- HABDX : An Aggressive Model Portfolio for Pre-Retirees (Morningstar.com)
- HABDX : A Conservative Model Portfolio for Retirees (Morningstar.com)
- LSBRX : The Fund Manager of the Decade Finalists (Morningstar.com)
- LSBRX : Chuck Jaffe: Star stock-fund manager breaks into bonds (at MarketWatch)
Top Fund Mojo Suggestions Based on Portfolio Categories
- BB&T Special Opportunities Equity A
- Brown Capital Mgmt Mid-Cap Instl
- Hartford MidCap HLS IA
- [See our full list!]
Large Growth
- Aston/Montag & Caldwell Growth N
- Alger Capital Appreciation Instl R
- Amana Trust Growth
- [See our full list!]
Small Growth
Large Value
Large Blend
Long-Short
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 Value
- GMO International Equity Allc III
- MFS International Value B
- Allianz NFJ International Value D
- [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!]
Diversified Emerging Mkts
- Delaware Emerging Markets B
- Evergreen Emerging Markets Growth B
- Schroder Emerging Market Equity Adv
- [See our full list!]
Intermediate-Term Bond
Bank Loan
Muni National Interm
- Baird Intermediate Muni Bd Inst
- Marshall Intermediate Tax-Free Inv
- State Farm Municipal Bond
- [See our full list!]
Multisector Bond
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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. |
