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MoneyMagazine's Portfolio
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[+]: Morningstar rating increase [-]: Morningstar rating decrease [*]: Morningstar rating stays the same
| Fund | Name | Category | Manager Score | Morningstar |
|---|---|---|---|---|
| AMCPX | American Funds AMCAP A | Large Growth | ||
| AMRMX | American Funds American Mutual A | Large Value | ||
| FDGFX | Fidelity Dividend Growth | Large Blend | ||
| JENSX | Jensen J | Large Growth | ||
| MINVX | Madison Mosaic Investors | Large Growth | ||
| MAVFX | Matrix Advisors Value | Large Blend | ||
| SLASX | Selected American Shares S | Large Blend | ||
| SSHFX | Sound Shore | Large Value | ||
| TRBCX | T. Rowe Price Blue Chip Growth | Large Growth | ||
| PRFDX | T. Rowe Price Equity Income | Large Value | ||
| VWNFX | Vanguard Windsor II | Large Value | ||
| CHTTX | Aston/Optimum Mid Cap N | Mid-Cap Blend | ||
| FAMVX | FAM Value Inv | Mid-Cap Blend | ||
| FPPFX | FPA Perennial | Mid-Cap Growth | ||
| FDVLX | Fidelity Value | Mid-Cap Value | ||
| JMCVX | Perkins Mid Cap Value J | Mid-Cap Value | ||
| MERDX | Meridian Growth | Mid-Cap Growth | ||
| POAGX | PRIMECAP Odyssey Aggressive Growth | Mid-Cap Growth | ||
| NBFSX | ||||
| PENNX | Royce Pennsylvania Mutual Invmt | Small Blend | ||
| RYPNX | Royce Opportunity Invmt | Small Value | ||
| PRNHX | T. Rowe Price New Horizons | Small Growth | ||
| BRAIX | Bridgeway Aggressive Investors 2 | Mid-Cap Growth | ||
| MUHLX | Muhlenkamp | Large Value | ||
| WEHIX | Weitz Hickory | Mid-Cap Blend | ||
| CSRSX | Cohen & Steers Realty Shares | Real Estate | ||
| PRNEX | T. Rowe Price New Era | Natural Resources | ||
| TAREX | Third Avenue Real Estate Value | Global Real Estate | ||
| AEPGX | American Funds EuroPacific Gr A | Foreign Large Blend | ||
| ARTIX | Artisan International Inv | Foreign Large Growth | ||
| DODFX | Dodge & Cox International Stock | Foreign Large Value | ||
| OAKIX | Oakmark International I | Foreign Large Value | ||
| SSEMX | SSgA Emerging Markets | Diversified Emerging Mkts | ||
| PRMSX | T. Rowe Price Emerging Markets Stock | Diversified Emerging Mkts | ||
| PRIDX | T. Rowe Price International Discovery | Foreign Small/Mid Growth | ||
| VWIGX | Vanguard International Growth | Foreign Large Blend | ||
| BEGBX | American Century International Bd Inv | World Bond | ||
| AHITX | American Funds American Hi Inc Tr A | High Yield Bond | ||
| DODIX | Dodge & Cox Income | Intermediate-Term Bond | ||
| FPNIX | FPA New Income | Intermediate-Term Bond | ||
| HABDX | Harbor Bond Instl | Intermediate-Term Bond | ||
| VIPSX | Vanguard Inflation-Protected Secs | Inflation-Protected Bond | ||
| VWITX | Vanguard Interm-Term Tx-Ex | Muni National Interm |
| Portfolio Performance | |
| One year performance: | 22.1% |
| Three year performance: | -3.1% |
| Five year performance: | 3.5% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for MoneyMagazine
- AMCPX : Yahoo! Finance: RSS feed not found
- AMRMX : Yahoo! Finance: RSS feed not found
- FDGFX : 4 Strategies for Getting More Income (ETFguide.com)
- FDGFX : Mutual Fund Stories for June (ETFguide.com)
- JENSX : How to make money in 2010: Your investments (Money)
- JENSX : How to make money in 2010: Your investments (Money)
- MINVX : Yahoo! Finance: RSS feed not found
- MAVFX : Yahoo! Finance: RSS feed not found
- SLASX : Davis Advisors cuts some of its mutual fund fees (at Fortune)
- SLASX : Davis Advisers cuts some of its mutual fund fees (at Fortune)
- SSHFX : Past Performance Can Be Guide to Future (at TheStreet.com)
- TRBCX : Four Strong Funds That Passed My Tests (Morningstar.com)
- TRBCX : SPY Class of 1993 Success Story (ETFguide.com)
- PRFDX : Who's Smarter: Vanguard or Fidelity Investors? (Morningstar.com)
- PRFDX : How Some Investors Ruin a Great Fund (Morningstar.com)
- VWNFX : Fund Times: A Look at the Last Market Cycle's All-Weather Funds (Morningstar.com)
- CHTTX : Will Media Stocks Keep These Funds on Top? (Morningstar.com)
- CHTTX : China Led World Again In October; GDP Lives Large (Investor's Business Daily)
- FAMVX : Yahoo! Finance: RSS feed not found
- FPPFX : FPA Paramount Fund, Inc., FPA Perennial Fund, Inc. and Source Capital, Inc. 3rd Quarter 2009 Conference Call (Business Wire)
- FPPFX : Five Spot: Ende Buys Junk Cars, Jewelry (at TheStreet.com)
- FDVLX : Fidelity Value Portfolio Leads Large Funds (at TheStreet.com)
- FDVLX : Investors Boost Bond Stakes Despite Stock Gains (TheStreet.com)
- JMCVX : Great Funds with Big Cash Stakes (Morningstar.com)
- MERDX : Yahoo! Finance: RSS feed not found
- POAGX : Have Your Primecap-Run Vanguard Fund and Eat It Too (Morningstar.com)
- POAGX : Great Mutual Funds on the Cheap (at SmartMoney.com)
- NBFSX : Yahoo! Finance: RSS feed not found
- PENNX : Unknown Mutual-Fund Firm Beats Everyone (TheStreet.com)
- PENNX : Royce's, WisdomTree's Secret Fund Formula (at TheStreet.com)
- RYPNX : Yahoo! Finance: RSS feed not found
- PRNHX : The Eight Biggest Manager Changes of 2009 (Morningstar.com)
- PRNHX : Fund Performance Follows Stewardship (at TheStreet.com)
- BRAIX : Kiplinger Selects Top Mutual Funds for '09 (at CNBC)
- MUHLX : Muhlenkamp & Company To Host Investment Seminar November 5 (Business Wire)
- WEHIX : Buffett's Value-Focused Neighbor Likes Cable Stocks, Berkshire Shares (Indie Research)
- WEHIX : Great Funds with Big Cash Stakes (Morningstar.com)
- CSRSX : Cohen & Steers Announces Information Regarding 2009 Year-End Capital Gains for Cohen & Steers Funds (PR Newswire)
- PRNEX : How to make money in 2010: Your investments (Money)
- PRNEX : How to make money in 2010: Your investments (Money)
- TAREX : Values in Mauled Debt (BusinessWeek)
- TAREX : Values in Mauled Debt (BusinessWeek)
- AEPGX : The Fund Manager of the Decade Finalists (Morningstar.com)
- AEPGX : The Best New Mutual Funds of 2009 (Morningstar.com)
- ARTIX : An Aggressive Model Portfolio for Pre-Retirees (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)
- OAKIX : The Fund Manager of the Decade Finalists (Morningstar.com)
- OAKIX : Are Mutual Funds Losing Faith in the Dollar? (Morningstar.com)
- SSEMX : Yahoo! Finance: RSS feed not found
- PRMSX : 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)
- VWIGX : Foreign Mutual Funds Have Ace Up Sleeve (at TheStreet.com)
- VWIGX : What a Fund's Annual Returns Can Tell You (Morningstar.com)
- BEGBX : Yahoo! Finance: RSS feed not found
- AHITX : 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)
- FPNIX : How to make money in 2010: Your investments (Money)
- FPNIX : How to make money in 2010: Your investments (Money)
- HABDX : An Aggressive Model Portfolio for Pre-Retirees (Morningstar.com)
- HABDX : A Conservative Model Portfolio for Retirees (Morningstar.com)
- VIPSX : How to reduce risk in your retirement portfolio (at Money)
- VIPSX : [video] Beat Inflation With Corporate Bonds (at TheStreet.com)
- VWITX : Fidelity, Vanguard Grab Fund Inflows (TheStreet.com)
- VWITX : Boost Your Returns: Bonds (at SmartMoney.com)
Top Fund Mojo Suggestions Based on Portfolio Categories
- Aston/Montag & Caldwell Growth N
- Alger Capital Appreciation Instl R
- Amana Trust Growth
- [See our full list!]
Large Value
Large Blend
Mid-Cap Blend
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 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!]
Small Value
- American Century Small Cap Value Inv
- Heartland Value Plus
- Perkins Small Cap Value S
- [See our full list!]
Small Growth
Real Estate
Natural Resources
Global Real Estate
Foreign Large Blend
- American Funds EuroPacific Gr 529C
- BlackRock International Opp A
- Manning & Napier World Opportunities A
- [See our full list!]
Foreign Large Growth
Foreign Large Value
- GMO International Equity Allc III
- MFS International Value B
- Allianz NFJ International Value D
- [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!]
Foreign Small/Mid Growth
World Bond
- Oppenheimer International Bond A
- Templeton Global Bond A
- Dreyfus International Bond A
- [See our full list!]
High Yield Bond
Intermediate-Term Bond
Inflation-Protected Bond
Muni National Interm
- Baird Intermediate Muni Bd Inst
- Marshall Intermediate Tax-Free Inv
- State Farm Municipal Bond
- [See our full list!]
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