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codyblackcat's Portfolio
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[+]: Morningstar rating increase [-]: Morningstar rating decrease [*]: Morningstar rating stays the same
| Fund | Name | Category | Manager Score | Morningstar |
|---|---|---|---|---|
| jmcvx | Perkins Mid Cap Value J | Mid-Cap Value | ||
| spmix | California Investment S&P MidCap Idx Dir | Mid-Cap Blend | ||
| cgmrx | CGM Realty | Real Estate | ||
| fdivx | Fidelity Diversified International | Foreign Large Growth | ||
| didfx | ||||
| wtibx | Westcore Plus Bond | Intermediate-Term Bond | ||
| twtix | American Century Tax-Free Bond Inv | Muni National Interm | ||
| stsmx | Wells Fargo Advantage S/T Muni Bd Inv | Muni National Short | ||
| vipsx | Vanguard Inflation-Protected Secs | Inflation-Protected Bond | ||
| lsglx | Loomis Sayles Global Bond Retail | World Bond | ||
| mxxix | Marsico 21st Century | Large Growth | ||
| swhfx | Schwab Health Care | Health | ||
| snxfx | Schwab 1000 Index Inv | Large Blend |
| Portfolio Performance | |
| One year performance: | 13.6% |
| Three year performance: | -0.4% |
| Five year performance: | 4.2% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for codyblackcat
- JMCVX : Great Funds with Big Cash Stakes (Morningstar.com)
- SPMIX : Yahoo! Finance: RSS feed not found
- CGMRX : Leaders of New Bull Market May Be Emerging (at TheStreet.com)
- FDIVX : Who's Smarter: Vanguard or Fidelity Investors? (Morningstar.com)
- FDIVX : Most Profitable Mutual Funds Ever (ETFguide.com)
- DIDFX : Yahoo! Finance: RSS feed not found
- WTIBX : Yahoo! Finance: RSS feed not found
- TWTIX : Yahoo! Finance: RSS feed not found
- STSMX : Yahoo! Finance: RSS feed not found
- VIPSX : How to reduce risk in your retirement portfolio (at Money)
- VIPSX : [video] Beat Inflation With Corporate Bonds (at TheStreet.com)
- LSGLX : Go Global for True Fixed-Income Diversification (Morningstar.com)
- MXXIX : Kiplinger Selects Top Mutual Funds for '09 (at CNBC)
- SWHFX : Health Stock Funds: Right Prescription in a Recession? (at TheStreet.com)
- SNXFX : Yahoo! Finance: RSS feed not found
Top Fund Mojo Suggestions Based on Portfolio Categories
- Perkins Mid Cap Value L
- RidgeWorth Mid-Cap Value Equity I
- Rydex/SGI Mid Cap Value A
- [See our full list!]
Mid-Cap Blend
Real Estate
Foreign Large Growth
Intermediate-Term Bond
Muni National Interm
- Baird Intermediate Muni Bd Inst
- Marshall Intermediate Tax-Free Inv
- State Farm Municipal Bond
- [See our full list!]
Muni National Short
Inflation-Protected Bond
World Bond
- Oppenheimer International Bond A
- Templeton Global Bond A
- Dreyfus International Bond A
- [See our full list!]
Large Growth
- Aston/Montag & Caldwell Growth N
- Alger Capital Appreciation Instl R
- Amana Trust Growth
- [See our full list!]
Health
Large Blend
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