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fleegreen'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 |
|---|---|---|---|---|
| DTMVX | DFA Tax-Managed US Targeted Value | Small Value | ||
| HAINX | Harbor International Instl | Foreign Large Blend | ||
| JENIX | Jensen I | Large Growth | ||
| LLPFX | Longleaf Partners | Large Blend | ||
| VTRIX | Vanguard International Value | Foreign Large Value | ||
| DFGBX | DFA Five-Year Global Fixed-Income I | World Bond | ||
| SLADX | Selected American Shares D | Large Blend | ||
| PTTRX | PIMCO Total Return Instl | Intermediate-Term Bond | ||
| VIPSX | Vanguard Inflation-Protected Secs | Inflation-Protected Bond | ||
| DFTSX | DFA Tax-Managed US Small Cap | Small Blend | ||
| TBGVX | Tweedy, Browne Global Value | Foreign Large Value |
| Portfolio Performance | |
| One year performance: | 16.9% |
| Three year performance: | -2.8% |
| Five year performance: | 3.3% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for fleegreen
- DTMVX : 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)
- HAINX : Yahoo! Finance: RSS feed not found
- JENIX : Yahoo! Finance: RSS feed not found
- LLPFX : A Model Portfolio for Moderate Retirees (Morningstar.com)
- LLPFX : Why International Value Funds Are All Over the Map (Morningstar.com)
- VTRIX : Yahoo! Finance: RSS feed not found
- DFGBX : Yahoo! Finance: RSS feed not found
- SLADX : Have Your Primecap-Run Vanguard Fund and Eat It Too (Morningstar.com)
- SLADX : A Model Portfolio for Moderate Retirees (Morningstar.com)
- PTTRX : The Fund Manager of the Decade Finalists (Morningstar.com)
- PTTRX : Bond Funds Continue to Dominate Flows (Morningstar.com)
- VIPSX : How to reduce risk in your retirement portfolio (at Money)
- VIPSX : [video] Beat Inflation With Corporate Bonds (at TheStreet.com)
- DFTSX : Yahoo! Finance: RSS feed not found
- TBGVX : Value Guru Sees Certain Sectors Getting Pricey (Indie Research)
- TBGVX : Chuck Jaffe: No stupid questions, only stupid investments (at MarketWatch)
Top Fund Mojo Suggestions Based on Portfolio Categories
- American Century Small Cap Value Inv
- Heartland Value Plus
- Perkins Small Cap Value S
- [See our full list!]
Foreign Large Blend
- 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!]
Large Blend
Foreign Large Value
- GMO International Equity Allc III
- MFS International Value B
- Allianz NFJ International Value D
- [See our full list!]
World Bond
- Oppenheimer International Bond A
- Templeton Global Bond A
- Dreyfus International Bond A
- [See our full list!]
Intermediate-Term Bond
Inflation-Protected Bond
Small Blend
- Gabelli Small Cap Growth AAA
- Hancock Horizon Burkenroad D
- JPMorgan Small Cap Equity A
- [See our full list!]
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