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erwutt's Portfolio

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[+]: Morningstar rating increase   [-]: Morningstar rating decrease   [*]: Morningstar rating stays the same
FundNameCategoryManager ScoreMorningstar
ACTWXColumbia Acorn Select ZMid-Cap Growth
0.65
3 [*]
CGMFXCGM FocusLarge Growth
0.68
3 [*]
FHKCXFidelity China RegionPacific/Asia ex-Japan Stk
0.7
4 [*]
FLGEXFidelity Large Cap Growth Enhanced IndexLarge Growth
0.43
N/A [*]
FLPSXFidelity Low-Priced StockMid-Cap Blend
0.77
4 [*]
FSRRXFidelity Strategic Real ReturnConservative Allocation
0.48
2 [*]
FSTMXFidelity Spartan Total Market Index InvLarge Blend
0.57
3 [*]
FUSEXFidelity Spartan US Equity Index InvLarge Blend
0.53
3 [*]
LLPFXLongleaf PartnersLarge Blend
0.42
2 [*]
MACSXMatthews Asian Growth & IncomePacific/Asia ex-Japan Stk
0.59
5 [*]
MAPTXMatthews Pacific TigerPacific/Asia ex-Japan Stk
0.61
4 [*]
MDISXMutual Global Discovery ZWorld Stock
0.74
5 [*]
NAESXVanguard Small Cap IndexSmall Blend
0.66
3 [*]
NBGEXNeuberger Berman Genesis TrSmall Blend
0.83
5 [*]
OAKBXOakmark Equity & Income IModerate Allocation
0.81
5 [*]
PLDAXPIMCO Low Duration AdminShort-Term Bond
0.69
4 [*]
PTRAXPIMCO Total Return AdminIntermediate-Term Bond
0.84
5 [*]
VDAIXVanguard Dividend Appreciation Idx InvLarge Blend
0.66
5 [*]
VFICXVanguard Interm-Term Investment-GradeIntermediate-Term Bond
0.6
4 [*]
VFSTXVanguard Short-Term Investment-GradeShort-Term Bond
0.63
4 [*]
VFWIXVanguard FTSE All-World ex-US Index InvForeign Large Blend
0.54
N/A [*]
VGHCXVanguard Health CareHealth
0.74
4 [*]
VGSIXVanguard REIT IndexReal Estate
0.59
3 [*]
VHCOXVanguard Capital OpportunityLarge Growth
0.72
4 [*]
VISVXVanguard Small Cap Value IndexSmall Value
0.47
3 [*]
VIVAXVanguard Value IndexLarge Value
0.49
3 [*]
VMVIXVanguard Mid-Cap Value Index InvMid-Cap Value
0.4
2 [*]
WAMVXWasatch Micro Cap ValueSmall Growth
0.75
5 [*]
WMCVXWasatch Small Cap ValueSmall Blend
0.44
3 [*]
(* As of October 31, 2009)

  

Portfolio Performance
One year performance:21.7%
Three year performance:-1.6%
Five year performance:4.0%
Portfolio Allocation


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Latest Mutual Fund News

Latest mutual fund portfolio news for erwutt

  

  

Top Fund Mojo Suggestions Based on Portfolio Categories

Mid-Cap Growth

  

Large Growth

  

Pacific/Asia ex-Japan Stk

  

Mid-Cap Blend

  

Conservative Allocation

  

Large Blend

  

World Stock

  

Small Blend

  

Moderate Allocation

  

Short-Term Bond

  

Intermediate-Term Bond

  

Foreign Large Blend

  

Health

  

Real Estate

  

Small Value

  

Large Value

  

Mid-Cap Value

  

Small Growth

  

  

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