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codyblackcat's Portfolio

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[+]: Morningstar rating increase   [-]: Morningstar rating decrease   [*]: Morningstar rating stays the same
FundNameCategoryManager ScoreMorningstar
jmcvxPerkins Mid Cap Value JMid-Cap Value
0.86
5 [*]
spmixCalifornia Investment S&P MidCap Idx DirMid-Cap Blend
0.67
3 [*]
cgmrxCGM RealtyReal Estate
0.79
5 [*]
fdivxFidelity Diversified InternationalForeign Large Growth
0.53
4 [*]
didfx
N/A [*]
wtibxWestcore Plus BondIntermediate-Term Bond
0.61
4 [*]
twtixAmerican Century Tax-Free Bond InvMuni National Interm
0.65
4 [*]
stsmxWells Fargo Advantage S/T Muni Bd InvMuni National Short
0.69
5 [*]
vipsxVanguard Inflation-Protected SecsInflation-Protected Bond
0.67
4 [*]
lsglxLoomis Sayles Global Bond RetailWorld Bond
0.55
4 [*]
mxxixMarsico 21st CenturyLarge Growth
0.6
3 [*]
swhfxSchwab Health CareHealth
0.58
4 [*]
snxfxSchwab 1000 Index InvLarge Blend
0.54
3 [*]
(* As of October 31, 2009)

  

Portfolio Performance
One year performance:13.6%
Three year performance:-0.4%
Five year performance:4.2%
Portfolio Allocation


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Latest Mutual Fund News

Latest mutual fund portfolio news for codyblackcat

  

  

Top Fund Mojo Suggestions Based on Portfolio Categories

Mid-Cap Value

  

Mid-Cap Blend

  

Real Estate

  

Foreign Large Growth

  

Intermediate-Term Bond

  

Muni National Interm

  

Muni National Short

  

Inflation-Protected Bond

  

World Bond

  

Large Growth

  

Health

  

Large Blend

  

  

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