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erwutt'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 |
|---|---|---|---|---|
| ACTWX | Columbia Acorn Select Z | Mid-Cap Growth | ||
| CGMFX | CGM Focus | Large Growth | ||
| FHKCX | Fidelity China Region | Pacific/Asia ex-Japan Stk | ||
| FLGEX | Fidelity Large Cap Growth Enhanced Index | Large Growth | ||
| FLPSX | Fidelity Low-Priced Stock | Mid-Cap Blend | ||
| FSRRX | Fidelity Strategic Real Return | Conservative Allocation | ||
| FSTMX | Fidelity Spartan Total Market Index Inv | Large Blend | ||
| FUSEX | Fidelity Spartan US Equity Index Inv | Large Blend | ||
| LLPFX | Longleaf Partners | Large Blend | ||
| MACSX | Matthews Asian Growth & Income | Pacific/Asia ex-Japan Stk | ||
| MAPTX | Matthews Pacific Tiger | Pacific/Asia ex-Japan Stk | ||
| MDISX | Mutual Global Discovery Z | World Stock | ||
| NAESX | Vanguard Small Cap Index | Small Blend | ||
| NBGEX | Neuberger Berman Genesis Tr | Small Blend | ||
| OAKBX | Oakmark Equity & Income I | Moderate Allocation | ||
| PLDAX | PIMCO Low Duration Admin | Short-Term Bond | ||
| PTRAX | PIMCO Total Return Admin | Intermediate-Term Bond | ||
| VDAIX | Vanguard Dividend Appreciation Idx Inv | Large Blend | ||
| VFICX | Vanguard Interm-Term Investment-Grade | Intermediate-Term Bond | ||
| VFSTX | Vanguard Short-Term Investment-Grade | Short-Term Bond | ||
| VFWIX | Vanguard FTSE All-World ex-US Index Inv | Foreign Large Blend | ||
| VGHCX | Vanguard Health Care | Health | ||
| VGSIX | Vanguard REIT Index | Real Estate | ||
| VHCOX | Vanguard Capital Opportunity | Large Growth | ||
| VISVX | Vanguard Small Cap Value Index | Small Value | ||
| VIVAX | Vanguard Value Index | Large Value | ||
| VMVIX | Vanguard Mid-Cap Value Index Inv | Mid-Cap Value | ||
| WAMVX | Wasatch Micro Cap Value | Small Growth | ||
| WMCVX | Wasatch Small Cap Value | Small Blend |
| Portfolio Performance | |
| One year performance: | 21.7% |
| Three year performance: | -1.6% |
| Five year performance: | 4.0% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for erwutt
- ACTWX : Yahoo! Finance: RSS feed not found
- 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)
- FHKCX : Best Mutual Fund for Fourth Quarter (at TheStreet.com)
- FHKCX : Top China ETF and Mutual Fund (at TheStreet.com)
- FLGEX : Yahoo! Finance: RSS feed not found
- FLPSX : The Fund Manager of the Decade Finalists (Morningstar.com)
- FLPSX : Vanguard's Target-Date Funds Earn Top Marks (Morningstar.com)
- FSRRX : Yahoo! Finance: RSS feed not found
- FSTMX : Yahoo! Finance: RSS feed not found
- FUSEX : How have the 10 Largest Stock Funds Done? (ETFguide.com)
- LLPFX : A Model Portfolio for Moderate Retirees (Morningstar.com)
- LLPFX : Why International Value Funds Are All Over the Map (Morningstar.com)
- MACSX : Four Funds That Consistently Beat the Market (at TheStreet.com)
- MACSX : Fund Reopenings Offer Rare Opportunity (at TheStreet.com)
- MAPTX : Top Matthews International Funds (Zacks.com)
- MAPTX : Great Mutual Funds on the Cheap (at SmartMoney.com)
- MDISX : Yahoo! Finance: RSS feed not found
- NAESX : Yahoo! Finance: RSS feed not found
- NBGEX : Yahoo! Finance: RSS feed not found
- OAKBX : High Court Hears Mutual Fund Case (at TheStreet.com)
- OAKBX : Fund Fees Get Their Day in the Highest Court (Morningstar.com)
- PLDAX : Yahoo! Finance: RSS feed not found
- PTRAX : Naysayers Could Be Wrong About That (at TheStreet.com)
- PTRAX : Naysayers Could Be Wrong About Recession (at TheStreet.com)
- VDAIX : Few New Funds Get 'Buy' Recommendation (at TheStreet.com)
- VFICX : Jonathan Burton's Life Savings: Quick ways to rebuild retirement portfolios (at MarketWatch)
- VFICX : Jonathan Burton's Life Savings: Quick ways to rebuild your retirement portfolio (at MarketWatch)
- VFSTX : Bond Funds Continue to Dominate Flows (Morningstar.com)
- VFSTX : Jonathan Burton's Life Savings: Quick ways to rebuild retirement portfolios (at MarketWatch)
- VFWIX : Yahoo! Finance: RSS feed not found
- VGHCX : Jim Lowell: Frost warnings for October (at MarketWatch)
- VGSIX : Vanguard's Best Funds in December (at TheStreet.com)
- VHCOX : Have Your Primecap-Run Vanguard Fund and Eat It Too (Morningstar.com)
- VHCOX : Who's Smarter: Vanguard or Fidelity Investors? (Morningstar.com)
- VISVX : Small And Micro-Cap Value Investor Moves From Closed End Funds Trading At A Discount To NAV To Housing And Machine Tool Manufacturers (Wall Street Transcript)
- VIVAX : Yahoo! Finance: RSS feed not found
- VMVIX : Yahoo! Finance: RSS feed not found
- WAMVX : Stocks: Handicapping the Rest of '09 (at BusinessWeek)
- WMCVX : Are Fund Reopenings Contrarian Buy Signals? (Morningstar.com)
Top Fund Mojo Suggestions Based on Portfolio Categories
- BB&T Special Opportunities Equity A
- Brown Capital Mgmt Mid-Cap Instl
- Hartford MidCap HLS IA
- [See our full list!]
Large Growth
- Aston/Montag & Caldwell Growth N
- Alger Capital Appreciation Instl R
- Amana Trust Growth
- [See our full list!]
Pacific/Asia ex-Japan Stk
Mid-Cap Blend
Conservative Allocation
- Berwyn Income
- Manning & Napier Pro-Blend Cnsrv Term S
- Hussman Strategic Total Return
- [See our full list!]
Large Blend
World Stock
- AMIDEX35 Israel A
- American Funds Capital World G/I 529E
- BlackRock Global SmallCap A
- [See our full list!]
Small Blend
- Gabelli Small Cap Growth AAA
- Hancock Horizon Burkenroad D
- JPMorgan Small Cap Equity A
- [See our full list!]
Moderate Allocation
- Manning & Napier Pro-Blend Mod Term S
- FPA Crescent
- Franklin Templeton Moderate Target C
- [See our full list!]
Short-Term Bond
- Delaware Limited-Term Diversified Inc A
- MassMutual Premier Short-Duration Bond L
- Thompson Plumb Bond
- [See our full list!]
Intermediate-Term Bond
Foreign Large Blend
- American Funds EuroPacific Gr 529C
- BlackRock International Opp A
- Manning & Napier World Opportunities A
- [See our full list!]
Health
Real Estate
Small Value
- American Century Small Cap Value Inv
- Heartland Value Plus
- Perkins Small Cap Value S
- [See our full list!]
Large Value
Mid-Cap Value
- Perkins Mid Cap Value L
- RidgeWorth Mid-Cap Value Equity I
- Rydex/SGI Mid Cap Value A
- [See our full list!]
Small Growth
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