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Kiplinger25_2008's Portfolio

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[+]: Morningstar rating increase   [-]: Morningstar rating decrease   [*]: Morningstar rating stays the same
FundNameCategoryManager ScoreMorningstar
BSCFXBaron Small CapSmall Growth
0.73
4 [*]
BRAIXBridgeway Aggressive Investors 2Mid-Cap Growth
0.38
1 [*]
CGMFXCGM FocusLarge Growth
0.68
3 [*]
DODGXDodge & Cox StockLarge Value
0.49
4 [*]
FAIRXFairholmeLarge Blend
0.85
5 [*]
FBRVXFBR FocusMid-Cap Growth
0.68
4 [*]
WWNPXKinetics ParadigmWorld Stock
0.47
3 [*]
LMOPXLegg Mason Opportunity CMid-Cap Growth
0.32
1 [*]
LLPFXLongleaf PartnersLarge Blend
0.42
2 [*]
MXXIXMarsico 21st CenturyLarge Growth
0.6
3 [*]
PCRDXPIMCO Commodity Real Ret Strat DNatural Resources
0.57
1 [*]
SLASXSelected American Shares SLarge Blend
0.58
3 [*]
PRFDXT. Rowe Price Equity IncomeLarge Value
0.65
4 [*]
PRGFXT. Rowe Price Growth StockLarge Growth
0.68
4 [*]
VPCCXVanguard PRIMECAP CoreLarge Growth
0.69
4 [*]
VASVXVanguard Selected ValueMid-Cap Value
0.61
4 [*]
DODFXDodge & Cox International StockForeign Large Value
0.71
3 [*]
JETAXArtio International Equity II AForeign Large Blend
0.63
4 [*]
MGLBXMarsico GlobalWorld Stock
0.43
N/A [*]
PRMSXT. Rowe Price Emerging Markets StockDiversified Emerging Mkts
0.72
3 [*]
DODIXDodge & Cox IncomeIntermediate-Term Bond
0.73
4 [*]
FLTMXFidelity Intermediate Municipal IncomeMuni National Interm
0.66
4 [*]
HABDXHarbor Bond InstlIntermediate-Term Bond
0.82
5 [*]
VIPSXVanguard Inflation-Protected SecsInflation-Protected Bond
0.67
4 [*]
LSBRXLoomis Sayles Bond RetailMultisector Bond
0.58
3 [*]
(* As of October 31, 2009)

  

Portfolio Performance
One year performance:19.4%
Three year performance:-3.1%
Five year performance:3.0%
Portfolio Allocation


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Latest Mutual Fund News

Latest mutual fund portfolio news for Kiplinger25_2008

  

  

Top Fund Mojo Suggestions Based on Portfolio Categories

Small Growth

  

Mid-Cap Growth

  

Large Growth

  

Large Value

  

Large Blend

  

World Stock

  

Natural Resources

  

Mid-Cap Value

  

Foreign Large Value

  

Foreign Large Blend

  

Diversified Emerging Mkts

  

Intermediate-Term Bond

  

Muni National Interm

  

Inflation-Protected Bond

  

Multisector Bond

  

  

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