Funds Impacted by Earning
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SocialDFan'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 |
|---|---|---|---|---|
| umbix | Columbia Value & Restructuring Z | Large Value | ||
| merfx | Merger | Long-Short | ||
| jmcvx | Perkins Mid Cap Value J | Mid-Cap Value | ||
| jsvax | Janus Contrarian J | Large Blend | ||
| vicex | Vice | Large Blend | ||
| grspx | Greenspring | Moderate Allocation | ||
| hdpmx | Hodges | Mid-Cap Growth | ||
| jensx | Jensen J | Large Growth | ||
| artkx | Artisan International Value | Foreign Small/Mid Value | ||
| artqx | Artisan Mid Cap Value | Mid-Cap Value | ||
| jattx | Janus Triton J | Small Growth | ||
| jscvx | Perkins Small Cap Value J | Small Value | ||
| arbfx | Arbitrage R | Long-Short | ||
| umbwx | Scout International | Foreign Large Blend |
| Portfolio Performance | |
| One year performance: | 15.2% |
| Three year performance: | -1.3% |
| Five year performance: | 4.3% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for SocialDFan
- UMBIX : Great Funds with Big Cash Stakes (Morningstar.com)
- UMBIX : Why Is My Fund's Style Box Different from Its Category? (Morningstar.com)
- MERFX : Three Gun Salute for a Three ETF Tuesday (Seeking Alpha)
- MERFX : 3 Safe Investments That Let You 'Sleep Better:' Strategist (at CNBC)
- JMCVX : Great Funds with Big Cash Stakes (Morningstar.com)
- JSVAX : What a Fund's Annual Returns Can Tell You (Morningstar.com)
- JSVAX : Can Performance Fees Save Mutual Funds? (ETFguide.com)
- VICEX : Prospectus for Vice Fund (WILink)
- VICEX : Tobacco & Beer Stocks Show True State of Economy: Today's Outrage (at TheStreet.com)
- GRSPX : Maintain a good balance in your portfolio with First American Strategy Conservative Allocation A (FSFIX) and Greenspring (GRSPX). (Zacks.com)
- HDPMX : Hodges Capital Management Announces Three New Mutual Funds (PR Newswire)
- JENSX : How to make money in 2010: Your investments (Money)
- JENSX : How to make money in 2010: Your investments (Money)
- ARTKX : Yahoo! Finance: RSS feed not found
- ARTQX : Hunting for Good Buys in the Retail Sector (Morningstar.com)
- ARTQX : Six Early Contenders for Domestic-Stock Manager of the Year (Morningstar.com)
- JATTX : Yahoo! Finance: RSS feed not found
- JSCVX : Yahoo! Finance: RSS feed not found
- ARBFX : Three Gun Salute for a Three ETF Tuesday (Seeking Alpha)
- ARBFX : ETF, Mutual Fund, Hedge Fund Fees Fall (TheStreet.com)
- UMBWX : [video] Two Can't Miss Swiss Stocks (at TheStreet.com)
Top Fund Mojo Suggestions Based on Portfolio Categories
Long-Short
Mid-Cap Value
- Perkins Mid Cap Value L
- RidgeWorth Mid-Cap Value Equity I
- Rydex/SGI Mid Cap Value A
- [See our full list!]
Large Blend
Moderate Allocation
- Manning & Napier Pro-Blend Mod Term S
- FPA Crescent
- Franklin Templeton Moderate Target C
- [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!]
Large Growth
- Aston/Montag & Caldwell Growth N
- Alger Capital Appreciation Instl R
- Amana Trust Growth
- [See our full list!]
Foreign Small/Mid Value
Small Growth
Small Value
- American Century Small Cap Value Inv
- Heartland Value Plus
- Perkins Small Cap Value S
- [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!]
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| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
