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SmartMoney's Portfolio
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[+]: Morningstar rating increase [-]: Morningstar rating decrease [*]: Morningstar rating stays the same
| Fund | Name | Category | Manager Score | Morningstar |
|---|---|---|---|---|
| PRGFX | T. Rowe Price Growth Stock | Large Growth | ||
| AMAGX | Amana Trust Growth | Large Growth | ||
| TPVIX | Transamerica Premier Diversified Eq Inv | Large Growth | ||
| USAUX | USAA Aggressive Growth | Large Growth | ||
| VPCCX | Vanguard PRIMECAP Core | Large Growth | ||
| TRVLX | T. Rowe Price Value | Large Value | ||
| ACTIX | American Century Capital Val Inv | Large Value | ||
| FEQIX | Fidelity Equity-Income | Large Value | ||
| HOVLX | Homestead Value | Large Value | ||
| WHGLX | WHG Large Cap Value Instl | Large Value | ||
| JSVAX | Janus Contrarian J | Large Blend | ||
| FAIRX | Fairholme | Large Blend | ||
| MUHLX | Muhlenkamp | Large Value | ||
| TAVFX | Third Avenue Value | World Stock | ||
| VCVLX | Vanguard Capital Value | Large Blend | ||
| MERDX | Meridian Growth | Mid-Cap Growth | ||
| BARAX | Baron Asset | Mid-Cap Growth | ||
| BUFMX | Buffalo Mid Cap | Mid-Cap Growth | ||
| VALSX | Value Line Premier Growth | Mid-Cap Growth | ||
| VASVX | Vanguard Selected Value | Mid-Cap Value | ||
| UMBHX | Scout Small Cap | Small Growth | ||
| BUFSX | Buffalo Small Cap | Small Growth | ||
| UMLCX | Columbia Select Small Cap Z | Small Growth | ||
| NOSGX | Northern Small Cap Value | Small Value | ||
| RYVPX | Royce Value Plus Svc | Small Growth | ||
| PGVFX | Polaris Global Value | World Stock | ||
| OAKGX | Oakmark Global I | World Stock | ||
| PRGSX | T. Rowe Price Global Stock | World Stock | ||
| USAWX | USAA World Growth | World Stock | ||
| VHGEX | Vanguard Global Equity | World Stock | ||
| DODFX | Dodge & Cox International Stock | Foreign Large Value | ||
| JAOSX | Janus Overseas J | Foreign Large Growth | ||
| EXWAX | Manning & Napier World Opportunities A | Foreign Large Blend | ||
| OAKIX | Oakmark International I | Foreign Large Value | ||
| VTRIX | Vanguard International Value | Foreign Large Value |
| Portfolio Performance | |
| One year performance: | 20.5% |
| Three year performance: | -5.2% |
| Five year performance: | 3.3% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for SmartMoney
- PRGFX : Kiplinger Selects Top Mutual Funds for '09 (at CNBC)
- AMAGX : Fund Times: A Look at the Last Market Cycle's All-Weather Funds (Morningstar.com)
- AMAGX : Values Investing: A Look at the State of SRI Funds (Morningstar.com)
- TPVIX : Yahoo! Finance: RSS feed not found
- USAUX : Yahoo! Finance: RSS feed not found
- VPCCX : Have Your Primecap-Run Vanguard Fund and Eat It Too (Morningstar.com)
- VPCCX : Who's Smarter: Vanguard or Fidelity Investors? (Morningstar.com)
- TRVLX : Yahoo! Finance: RSS feed not found
- ACTIX : Yahoo! Finance: RSS feed not found
- FEQIX : Bond Funds Continue to Dominate Flows (Morningstar.com)
- HOVLX : Yahoo! Finance: RSS feed not found
- WHGLX : 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)
- FAIRX : Fairholme Raises Minimum Investment (Morningstar.com)
- FAIRX : The Fund Manager of the Decade Finalists (Morningstar.com)
- MUHLX : Muhlenkamp & Company To Host Investment Seminar November 5 (Business Wire)
- TAVFX : Value-Focused Third Avenue Makes Picks for Double-Digit Returns (Indie Research)
- TAVFX : The Eight Biggest Manager Changes of 2009 (Morningstar.com)
- VCVLX : Who's Smarter: Vanguard or Fidelity Investors? (Morningstar.com)
- VCVLX : Vanguard Cools Hot Fund (at TheStreet.com)
- MERDX : Yahoo! Finance: RSS feed not found
- BARAX : All-Star Managers Report on the Rally (Morningstar.com)
- BUFMX : Hunting for Good Buys in the Retail Sector (Morningstar.com)
- VALSX : Yahoo! Finance: RSS feed not found
- VASVX : Four Strong Funds That Passed My Tests (Morningstar.com)
- UMBHX : Yahoo! Finance: RSS feed not found
- BUFSX : New Mutual Fund Rank Reveals 3 "Strong Buys": Buffalo Small Cap, Dean Small Cap Value A and Delaware Pooled Small-Cap Growth Equity (Zacks.com)
- BUFSX : Top Small-Cap Equity Funds (Zacks.com)
- UMLCX : Yahoo! Finance: RSS feed not found
- NOSGX : Yahoo! Finance: RSS feed not found
- RYVPX : Yahoo! Finance: RSS feed not found
- PGVFX : Yahoo! Finance: RSS feed not found
- OAKGX : High Court Hears Mutual Fund Case (at TheStreet.com)
- OAKGX : Fund Fees Get Their Day in the Highest Court (Morningstar.com)
- PRGSX : T. Rowe's Miller Tapped for Treasury Post (Morningstar.com)
- USAWX : Yahoo! Finance: RSS feed not found
- VHGEX : Yahoo! Finance: RSS feed not found
- DODFX : 3 reasons to stick with Dodge & Cox International stock fund (Money)
- DODFX : Are Mutual Funds Losing Faith in the Dollar? (Morningstar.com)
- JAOSX : Yahoo! Finance: RSS feed not found
- EXWAX : The Fund Manager of the Decade Finalists (Morningstar.com)
- EXWAX : One of the Best Fund Companies You've Never Heard Of (Morningstar.com)
- OAKIX : The Fund Manager of the Decade Finalists (Morningstar.com)
- OAKIX : Are Mutual Funds Losing Faith in the Dollar? (Morningstar.com)
- VTRIX : Yahoo! Finance: RSS feed not found
Top Fund Mojo Suggestions Based on Portfolio Categories
- Aston/Montag & Caldwell Growth N
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- Amana Trust Growth
- [See our full list!]
Large Value
Large Blend
World Stock
- AMIDEX35 Israel A
- American Funds Capital World G/I 529E
- BlackRock Global SmallCap 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 Value
- Perkins Mid Cap Value L
- RidgeWorth Mid-Cap Value Equity I
- Rydex/SGI Mid Cap Value A
- [See our full list!]
Small Growth
Small Value
- American Century Small Cap Value Inv
- Heartland Value Plus
- Perkins Small Cap Value S
- [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 Growth
Foreign Large Blend
- American Funds EuroPacific Gr 529C
- BlackRock International Opp A
- Manning & Napier World Opportunities A
- [See our full list!]
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