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SmartMoney's Portfolio

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[+]: Morningstar rating increase   [-]: Morningstar rating decrease   [*]: Morningstar rating stays the same
FundNameCategoryManager ScoreMorningstar
PRGFXT. Rowe Price Growth StockLarge Growth
0.68
4 [*]
AMAGXAmana Trust GrowthLarge Growth
0.8
5 [*]
TPVIXTransamerica Premier Diversified Eq InvLarge Growth
0.64
4 [*]
USAUXUSAA Aggressive GrowthLarge Growth
0.5
2 [*]
VPCCXVanguard PRIMECAP CoreLarge Growth
0.69
4 [*]
TRVLXT. Rowe Price ValueLarge Value
0.64
3 [*]
ACTIXAmerican Century Capital Val InvLarge Value
0.47
3 [*]
FEQIXFidelity Equity-IncomeLarge Value
0.48
2 [*]
HOVLXHomestead ValueLarge Value
0.67
4 [*]
WHGLXWHG Large Cap Value InstlLarge Value
0.61
4 [*]
JSVAXJanus Contrarian JLarge Blend
0.67
3 [*]
FAIRXFairholmeLarge Blend
0.85
5 [*]
MUHLXMuhlenkampLarge Value
0.42
2 [*]
TAVFXThird Avenue ValueWorld Stock
0.48
3 [*]
VCVLXVanguard Capital ValueLarge Blend
0.63
1 [*]
MERDXMeridian GrowthMid-Cap Growth
0.76
5 [*]
BARAXBaron AssetMid-Cap Growth
0.56
3 [*]
BUFMXBuffalo Mid CapMid-Cap Growth
0.72
4 [*]
VALSXValue Line Premier GrowthMid-Cap Growth
0.7
4 [*]
VASVXVanguard Selected ValueMid-Cap Value
0.61
4 [*]
UMBHXScout Small CapSmall Growth
0.5
4 [*]
BUFSXBuffalo Small CapSmall Growth
0.78
5 [*]
UMLCXColumbia Select Small Cap ZSmall Growth
0.48
4 [*]
NOSGXNorthern Small Cap ValueSmall Value
0.48
3 [*]
RYVPXRoyce Value Plus SvcSmall Growth
0.69
4 [*]
PGVFXPolaris Global ValueWorld Stock
0.43
3 [*]
OAKGXOakmark Global IWorld Stock
0.66
4 [*]
PRGSXT. Rowe Price Global StockWorld Stock
0.54
3 [*]
USAWXUSAA World GrowthWorld Stock
0.74
4 [*]
VHGEXVanguard Global EquityWorld Stock
0.46
3 [*]
DODFXDodge & Cox International StockForeign Large Value
0.71
3 [*]
JAOSXJanus Overseas JForeign Large Growth
0.84
4 [*]
EXWAXManning & Napier World Opportunities AForeign Large Blend
0.81
5 [*]
OAKIXOakmark International IForeign Large Value
0.66
5 [*]
VTRIXVanguard International ValueForeign Large Value
0.74
4 [*]
(* As of October 31, 2009)

  

Portfolio Performance
One year performance:20.5%
Three year performance:-5.2%
Five year performance:3.3%
Portfolio Allocation


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Latest Mutual Fund News

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Top Fund Mojo Suggestions Based on Portfolio Categories

Large Growth

  

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World Stock

  

Mid-Cap Growth

  

Mid-Cap Value

  

Small Growth

  

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Foreign Large Value

  

Foreign Large Growth

  

Foreign Large Blend

  

  

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