Funds Impacted by Earning
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ckurtzke'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 |
|---|---|---|---|---|
| RGAEX | American Funds Growth Fund of Amer R4 | Large Growth | ||
| SSHFX | Sound Shore | Large Value | ||
| AVPAX | American Beacon Small Cp Val Inv | Small Value | ||
| RIMSX | Rainier Small/Mid Cap Equity | Mid-Cap Growth | ||
| LZOEX | Lazard Emerging Markets Equity Open | Diversified Emerging Mkts | ||
| PTTRX | PIMCO Total Return Instl | Intermediate-Term Bond |
| Portfolio Performance | |
| One year performance: | 20.9% |
| Three year performance: | -2.0% |
| Five year performance: | 5.4% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for ckurtzke
- RGAEX : Yahoo! Finance: RSS feed not found
- SSHFX : Past Performance Can Be Guide to Future (at TheStreet.com)
- AVPAX : For 40 Years, Small Caps Still Safest Bet in Stocks (CNBC)
- RIMSX : Yahoo! Finance: RSS feed not found
- LZOEX : Yahoo! Finance: RSS feed not found
- PTTRX : The Fund Manager of the Decade Finalists (Morningstar.com)
- PTTRX : Bond Funds Continue to Dominate Flows (Morningstar.com)
Top Fund Mojo Suggestions Based on Portfolio Categories
- Aston/Montag & Caldwell Growth N
- Alger Capital Appreciation Instl R
- Amana Trust Growth
- [See our full list!]
Large Value
Small Value
- American Century Small Cap Value Inv
- Heartland Value Plus
- Perkins Small Cap Value S
- [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!]
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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| 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. |
