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houfinancialplanner'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 |
|---|---|---|---|---|
| JORDX | Jordan Opportunity | Large Growth | ||
| AMAGX | Amana Trust Growth | Large Growth | ||
| AMANX | Amana Trust Income | Large Value | ||
| PRCGX | Perritt Micro Cap Opportunities | Small Blend |
| Portfolio Performance | |
| One year performance: | 20.0% |
| Three year performance: | -0.7% |
| Five year performance: | 4.7% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for houfinancialplanner
- JORDX : Five Spot: 'Hated' Natural Gas Set to Rebound (TheStreet.com)
- AMAGX : Fund Times: A Look at the Last Market Cycle's All-Weather Funds (Morningstar.com)
- AMAGX : Values Investing: A Look at the State of SRI Funds (Morningstar.com)
- 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)
- PRCGX : Yahoo! Finance: RSS feed not found
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!]
Large Value
Small Blend
- Gabelli Small Cap Growth AAA
- Hancock Horizon Burkenroad D
- JPMorgan Small Cap Equity A
- [See our full list!]
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