Funds Impacted by Earning
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jkerins's Portfolio
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[+]: Morningstar rating increase [-]: Morningstar rating decrease [*]: Morningstar rating stays the same
| Fund | Name | Category | Manager Score | Morningstar |
|---|---|---|---|---|
| PTTRX | PIMCO Total Return Instl | Intermediate-Term Bond | ||
| DODBX | Dodge & Cox Balanced | Moderate Allocation | ||
| ALVSX | American Century Large Co Val Instl | Large Value | ||
| RGAFX | American Funds Growth Fund of Amer R5 | Large Growth | ||
| SDIEX | Dreyfus/The Boston Co Intl Core Eq I | Foreign Large Value | ||
| Portfolio Performance | |
| One year performance: | 13.4% |
| Three year performance: | -3.6% |
| Five year performance: | 2.1% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for jkerins
- PTTRX : The Fund Manager of the Decade Finalists (Morningstar.com)
- PTTRX : Bond Funds Continue to Dominate Flows (Morningstar.com)
- DODBX : Bond Funds Continue to Dominate Flows (Morningstar.com)
- DODBX : Did Modern Portfolio Theory Survive the Bear Market? (Morningstar.com)
- ALVSX : Yahoo! Finance: RSS feed not found
- RGAFX : Yahoo! Finance: RSS feed not found
- SDIEX : Yahoo! Finance: RSS feed not found
Top Fund Mojo Suggestions Based on Portfolio Categories
Moderate Allocation
- Manning & Napier Pro-Blend Mod Term S
- FPA Crescent
- Franklin Templeton Moderate Target C
- [See our full list!]
Large Value
Large Growth
- Aston/Montag & Caldwell Growth N
- Alger Capital Appreciation Instl R
- Amana Trust Growth
- [See our full list!]
Foreign Large Value
- GMO International Equity Allc III
- MFS International Value B
- Allianz NFJ International Value D
- [See our full list!]
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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. |
