Fund Mojo provides investors and financial advisors with deep financial intelligence through systematic data collection, correlation and analysis, as well as a community and gateway to connect investors with peers and financial experts to help each other with investments and financial planning needs.
Rj'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 |
|---|---|---|---|---|
| PNRZX | Jennison Natural Resources Z | Natural Resources | ||
| CTCAX | Columbia Technology A | Technology | ||
| PRUZX | Jennison Utility Z | Utilities | ||
| SHSAX | BlackRock Health Sciences Ops Inv A | Health | ||
| ABIAX | AllianceBern Intl Val A | Foreign Large Value | ||
| GSMCX | Goldman Sachs Mid Cap Value Instl | Mid-Cap Value | ||
| OIBAX | Oppenheimer International Bond A | World Bond | ||
| MDGGX | BlackRock Global Growth A | World Stock | ||
| NYVTX | Davis NY Venture A | Large Blend | ||
| EHSTX | Eaton Vance Large-Cap Value A | Large Value | ||
| LACAX | Columbia Acorn A | Mid-Cap Growth | ||
| OEQAX | Oppenheimer Equity A | Large Growth | ||
| PTRAX | PIMCO Total Return Admin | Intermediate-Term Bond |
| Portfolio Performance | |
| One year performance: | 19.1% |
| Three year performance: | -2.4% |
| Five year performance: | 5.4% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for Rj
- PNRZX : Yahoo! Finance: RSS feed not found
- CTCAX : Yahoo! Finance: RSS feed not found
- PRUZX : Yahoo! Finance: RSS feed not found
- SHSAX : Yahoo! Finance: RSS feed not found
- ABIAX : Who Tops the Fund Company Performance Rankings? (Morningstar.com)
- GSMCX : Yahoo! Finance: RSS feed not found
- OIBAX : Yahoo! Finance: RSS feed not found
- MDGGX : Yahoo! Finance: RSS feed not found
- NYVTX : Have Your Primecap-Run Vanguard Fund and Eat It Too (Morningstar.com)
- NYVTX : Davis Advisors cuts some of its mutual fund fees (at Fortune)
- EHSTX : Bond Funds Continue to Dominate Flows (Morningstar.com)
- LACAX : Yahoo! Finance: RSS feed not found
- OEQAX : SPY Class of 1993 Success Story (ETFguide.com)
- PTRAX : Naysayers Could Be Wrong About That (at TheStreet.com)
- PTRAX : Naysayers Could Be Wrong About Recession (at TheStreet.com)
Top Fund Mojo Suggestions Based on Portfolio Categories
Technology
- Ivy Science & Technology A
- Seligman Communications & Information A
- Waddell & Reed Science & Tech A
- [See our full list!]
Utilities
Health
Foreign Large Value
- GMO International Equity Allc III
- MFS International Value B
- Allianz NFJ International Value D
- [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!]
World Bond
- Oppenheimer International Bond A
- Templeton Global Bond A
- Dreyfus International Bond A
- [See our full list!]
World Stock
- AMIDEX35 Israel A
- American Funds Capital World G/I 529E
- BlackRock Global SmallCap A
- [See our full list!]
Large Blend
Large Value
Mid-Cap Growth
- 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!]
Intermediate-Term Bond
Certified Financial Planner & Financial Advisor Directory
Need help? Search for a certified financial planner near you!
Fund Mojo works with leading financial advisors and investment professionals to help you protect and grow your hard-earned wealth. Click here to search for a certified financial planner near you



