Funds Impacted by Earning
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dxfrederick'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 |
|---|---|---|---|---|
| hiinx | Harbor International Inv | Foreign Large Blend | ||
| fexpx | Fidelity Export & Multinational | Large Growth | ||
| jmcvx | Perkins Mid Cap Value J | Mid-Cap Value | ||
| jsvax | Janus Contrarian J | Large Blend | ||
| ryvfx | Royce Value Svc | Small Blend | ||
| gabsx | Gabelli Small Cap Growth AAA | Small Blend | ||
| fgovx | Fidelity Government Income | Intermediate Government | ||
| adfix | American Century Diversified Bond Inv | Intermediate-Term Bond | ||
| acmvx | American Century Mid Cap Value Inv | Mid-Cap Value | ||
| mcgfx | Aston/Montag & Caldwell Growth N | Large Growth | ||
| umbwx | Scout International | Foreign Large Blend | ||
| valix | Value Line Income & Growth | Moderate Allocation | ||
| yackx | Yacktman | Large Value |
| Portfolio Performance | |
| One year performance: | 20.2% |
| Three year performance: | -0.0% |
| Five year performance: | 5.7% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for dxfrederick
- HIINX : A Model Portfolio for Moderate Retirees (Morningstar.com)
- FEXPX : Who's Smarter: Vanguard or Fidelity Investors? (Morningstar.com)
- JMCVX : Great Funds with Big Cash Stakes (Morningstar.com)
- JSVAX : What a Fund's Annual Returns Can Tell You (Morningstar.com)
- JSVAX : Can Performance Fees Save Mutual Funds? (ETFguide.com)
- RYVFX : Yahoo! Finance: RSS feed not found
- GABSX : Yahoo! Finance: RSS feed not found
- FGOVX : Yahoo! Finance: RSS feed not found
- ADFIX : Yahoo! Finance: RSS feed not found
- ACMVX : Yahoo! Finance: RSS feed not found
- MCGFX : Who Needs In-House Managers? Not This Good Fund Family (Morningstar.com)
- MCGFX : Canakaris Eyes Secular Growth Names (Investor's Business Daily)
- UMBWX : [video] Two Can't Miss Swiss Stocks (at TheStreet.com)
- VALIX : Yahoo! Finance: RSS feed not found
- YACKX : The Fund Manager of the Decade Finalists (Morningstar.com)
- YACKX : Value Funds Like Yacktman Win Over the Long Term (at TheStreet.com)
Top Fund Mojo Suggestions Based on Portfolio Categories
- American Funds EuroPacific Gr 529C
- BlackRock International Opp A
- Manning & Napier World Opportunities A
- [See our full list!]
Large Growth
- Aston/Montag & Caldwell Growth N
- Alger Capital Appreciation Instl R
- Amana Trust Growth
- [See our full list!]
Mid-Cap Value
- Perkins Mid Cap Value L
- RidgeWorth Mid-Cap Value Equity I
- Rydex/SGI Mid Cap Value A
- [See our full list!]
Large Blend
Small Blend
- Gabelli Small Cap Growth AAA
- Hancock Horizon Burkenroad D
- JPMorgan Small Cap Equity A
- [See our full list!]
Intermediate Government
Intermediate-Term Bond
Moderate Allocation
- Manning & Napier Pro-Blend Mod Term S
- FPA Crescent
- Franklin Templeton Moderate Target C
- [See our full list!]
Large Value
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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. |
