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MoneyCentral's Portfolio
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[+]: Morningstar rating increase [-]: Morningstar rating decrease [*]: Morningstar rating stays the same
| Fund | Name | Category | Manager Score | Morningstar |
|---|---|---|---|---|
| PRPFX | Permanent Portfolio | Conservative Allocation | ||
| KSCVX | Keeley Small Cap Value A | Small Blend | ||
| PRCGX | Perritt Micro Cap Opportunities | Small Blend | ||
| BRSVX | Bridgeway Small-Cap Value | Small Blend | ||
| SAMBX | RidgeWorth Seix Floating RT High Inc I | Bank Loan | ||
| FFRHX | Fidelity Floating Rate High Income | Bank Loan | ||
| EABLX | Eaton Vance Floating Rate Adv | Bank Loan | ||
| EAFHX | Eaton Vance Floating-Rate & Hi Inc Adv | Bank Loan | ||
| CHUSX | Alger China US Growth A | World Stock | ||
| PRMSX | T. Rowe Price Emerging Markets Stock | Diversified Emerging Mkts | ||
| JSVAX | Janus Contrarian J | Large Blend | ||
| SWYPX | Schwab YieldPlus Investor | |||
| TGLDX | Tocqueville Gold | Equity Precious Metals | ||
| RPIBX | T. Rowe Price International Bond | World Bond | ||
| PFOAX | PIMCO Foreign Bond (USD-Hedged) A | World Bond | ||
| CSRSX | Cohen & Steers Realty Shares | Real Estate | ||
| FRIFX | Fidelity Real Estate Income | Real Estate | ||
| SENCX | Sentinel Common Stock A | Large Blend | ||
| MSAVX | Van Kampen American Value A | Mid-Cap Value | ||
| WWNPX | Kinetics Paradigm | World Stock | ||
| QUSVX | Quaker Small-Cap Value A | Small Blend | ||
| PASMX | Pacific Advisors Small Cap A | Small Blend | ||
| MUIYX | Munder International Equity Y | Foreign Large Value | ||
| GIGAX | Aberdeen Intl Equity A | Foreign Large Blend | ||
| TRMCX | T. Rowe Price Mid-Cap Value | Mid-Cap Value | ||
| FBRVX | FBR Focus | Mid-Cap Growth | ||
| MVALX | Meridian Value | Mid-Cap Blend | ||
| PRIDX | T. Rowe Price International Discovery | Foreign Small/Mid Growth | ||
| PRNEX | T. Rowe Price New Era | Natural Resources | ||
| UMESX | Columbia Energy & Nat Resources Z | Natural Resources |
| Portfolio Performance | |
| One year performance: | 23.3% |
| Three year performance: | -2.1% |
| Five year performance: | 5.2% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for MoneyCentral
- PRPFX : Taking the long view (at MarketWatch)
- PRPFX : [video] Protect Yourself Against Looming Inflation (at TheStreet.com)
- KSCVX : Yahoo! Finance: RSS feed not found
- PRCGX : Yahoo! Finance: RSS feed not found
- BRSVX : Yahoo! Finance: RSS feed not found
- SAMBX : Yahoo! Finance: RSS feed not found
- FFRHX : Is October correction inevitable? (at MarketWatch)
- EABLX : Yahoo! Finance: RSS feed not found
- EAFHX : Yahoo! Finance: RSS feed not found
- CHUSX : Yahoo! Finance: RSS feed not found
- PRMSX : Yahoo! Finance: RSS feed not found
- JSVAX : What a Fund's Annual Returns Can Tell You (Morningstar.com)
- JSVAX : Can Performance Fees Save Mutual Funds? (ETFguide.com)
- SWYPX : The Securities Law Firm of Klayman & Toskes Announces That the SEC Has Issued a Wells Notice to Charles Schwab Regarding the YieldPlus Fund (Marketwire)
- SWYPX : Shine Vernon Team Files New Fraud Claims Today Against Charles Schwab Over YieldPlus Fund Misconduct (GlobeNewswire)
- TGLDX : These Stock Funds Rose in the Worst of Times (at TheStreet.com)
- TGLDX : These Stock Funds Rose in the Worst of Times (at TheStreet.com)
- RPIBX : Go Global for True Fixed-Income Diversification (Morningstar.com)
- RPIBX : T. Rowe's Miller Tapped for Treasury Post (Morningstar.com)
- PFOAX : Good Bonds Come From Faraway Places (at SmartMoney.com)
- CSRSX : Cohen & Steers Announces Information Regarding 2009 Year-End Capital Gains for Cohen & Steers Funds (PR Newswire)
- FRIFX : Yahoo! Finance: RSS feed not found
- SENCX : What a Fund's Annual Returns Can Tell You (Morningstar.com)
- MSAVX : Yahoo! Finance: RSS feed not found
- WWNPX : Is October correction inevitable? (at MarketWatch)
- WWNPX : Kiplinger Selects Top Mutual Funds for '09 (at CNBC)
- QUSVX : Yahoo! Finance: RSS feed not found
- PASMX : Yahoo! Finance: RSS feed not found
- MUIYX : Yahoo! Finance: RSS feed not found
- GIGAX : Yahoo! Finance: RSS feed not found
- TRMCX : Yahoo! Finance: RSS feed not found
- FBRVX : The Best New Mutual Funds of 2009 (Morningstar.com)
- FBRVX : Akre Focus Joins the Kip 25 (at Kiplinger.com)
- MVALX : Yahoo! Finance: RSS feed not found
- PRIDX : European Stocks to Watch: Five European small caps with secure funding (at MarketWatch)
- PRIDX : Fund Reopenings Offer Rare Opportunity (at TheStreet.com)
- PRNEX : How to make money in 2010: Your investments (Money)
- PRNEX : How to make money in 2010: Your investments (Money)
- UMESX : Yahoo! Finance: RSS feed not found
Top Fund Mojo Suggestions Based on Portfolio Categories
- Berwyn Income
- Manning & Napier Pro-Blend Cnsrv Term S
- Hussman Strategic Total Return
- [See our full list!]
Small Blend
- Gabelli Small Cap Growth AAA
- Hancock Horizon Burkenroad D
- JPMorgan Small Cap Equity A
- [See our full list!]
Bank Loan
World Stock
- AMIDEX35 Israel A
- American Funds Capital World G/I 529E
- BlackRock Global SmallCap 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!]
Large Blend
Equity Precious Metals
World Bond
- Oppenheimer International Bond A
- Templeton Global Bond A
- Dreyfus International Bond A
- [See our full list!]
Real Estate
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!]
Mid-Cap Growth
- BB&T Special Opportunities Equity A
- Brown Capital Mgmt Mid-Cap Instl
- Hartford MidCap HLS IA
- [See our full list!]
Mid-Cap Blend
Foreign Small/Mid Growth
Natural Resources
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