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WillsWay's Portfolio
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[+]: Morningstar rating increase [-]: Morningstar rating decrease [*]: Morningstar rating stays the same
| Fund | Name | Category | Manager Score | Morningstar |
|---|---|---|---|---|
| jaosx | Janus Overseas J | Foreign Large Growth | ||
| parwx | Parnassus Workplace | Large Growth | ||
| bufmx | Buffalo Mid Cap | Mid-Cap Growth | ||
| bufsx | Buffalo Small Cap | Small Growth | ||
| wamvx | Wasatch Micro Cap Value | Small Growth | ||
| ssemx | SSgA Emerging Markets | Diversified Emerging Mkts | ||
| mwtrx | Metropolitan West Total Return Bond M | Intermediate-Term Bond |
| Portfolio Performance | |
| One year performance: | 37.4% |
| Three year performance: | 2.8% |
| Five year performance: | 8.1% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for WillsWay
- JAOSX : Yahoo! Finance: RSS feed not found
- PARWX : Yahoo! Finance: RSS feed not found
- BUFMX : Hunting for Good Buys in the Retail Sector (Morningstar.com)
- 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)
- WAMVX : Stocks: Handicapping the Rest of '09 (at BusinessWeek)
- SSEMX : Yahoo! Finance: RSS feed not found
- MWTRX : A Conservative Model Portfolio for Retirees (Morningstar.com)
- MWTRX : Past Performance Can Be Guide to Future (at TheStreet.com)
Top Fund Mojo Suggestions Based on Portfolio Categories
Large Growth
- Aston/Montag & Caldwell Growth N
- Alger Capital Appreciation Instl R
- Amana Trust Growth
- [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!]
Small Growth
Diversified Emerging Mkts
- Delaware Emerging Markets B
- Evergreen Emerging Markets Growth B
- Schroder Emerging Market Equity Adv
- [See our full list!]
Intermediate-Term Bond
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