Funds Impacted by Earning
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davidpin'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 |
|---|---|---|---|---|
| CGMFX | CGM Focus | Large Growth | ||
| CGMRX | CGM Realty | Real Estate | ||
| BRAIX | Bridgeway Aggressive Investors 2 | Mid-Cap Growth | ||
| AMANX | Amana Trust Income | Large Value | ||
| HRVIX | Heartland Value Plus | Small Value | ||
| PRPFX | Permanent Portfolio | Conservative Allocation | ||
| FAIRX | Fairholme | Large Blend | ||
| FLVCX | Fidelity Leveraged Company Stock | Mid-Cap Blend |
| Portfolio Performance | |
| One year performance: | 9.9% |
| Three year performance: | -1.7% |
| Five year performance: | 6.3% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for davidpin
- CGMFX : A Hedge Fund Lesson for the Rest of Us (at Seeking Alpha)
- CGMFX : CGM Investors Hoping Heebner's New Holdings Drive Turnaround (Indie Research)
- CGMRX : Leaders of New Bull Market May Be Emerging (at TheStreet.com)
- BRAIX : Kiplinger Selects Top Mutual Funds for '09 (at CNBC)
- AMANX : Fund Times: A Look at the Last Market Cycle's All-Weather Funds (Morningstar.com)
- AMANX : Values Investing: A Look at the State of SRI Funds (Morningstar.com)
- HRVIX : Coming around again (at MarketWatch)
- HRVIX : The Small-Cap Mutual Funds to Own Now (at TheStreet.com)
- PRPFX : Taking the long view (at MarketWatch)
- PRPFX : [video] Protect Yourself Against Looming Inflation (at TheStreet.com)
- FAIRX : Fairholme Raises Minimum Investment (Morningstar.com)
- FAIRX : The Fund Manager of the Decade Finalists (Morningstar.com)
- FLVCX : Market Rebound Revives Two Mutual Funds (at TheStreet.com)
- FLVCX : Fidelity Convertible, Leveraged Funds Rebound (at TheStreet.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!]
Real Estate
Mid-Cap Growth
- BB&T Special Opportunities Equity A
- Brown Capital Mgmt Mid-Cap Instl
- Hartford MidCap HLS IA
- [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!]
Conservative Allocation
- Berwyn Income
- Manning & Napier Pro-Blend Cnsrv Term S
- Hussman Strategic Total Return
- [See our full list!]
Large Blend
Mid-Cap Blend
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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. |
