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jlhowell1's Portfolio

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[+]: Morningstar rating increase   [-]: Morningstar rating decrease   [*]: Morningstar rating stays the same
FundNameCategoryManager ScoreMorningstar
quagxQuaker Strategic Growth ALarge Growth
0.39
3 [*]
fmiexWasatch-1st Source Income EquityLarge Value
0.84
5 [*]
fmihxFMI Large CapLarge Blend
0.83
5 [*]
flvcxFidelity Leveraged Company StockMid-Cap Blend
0.58
2 [*]
jmcvxPerkins Mid Cap Value JMid-Cap Value
0.86
5 [*]
jornxJanus Orion JMid-Cap Growth
0.74
4 [*]
iivaxTransamerica Small/Mid Cp Val ASmall Blend
0.72
4 [*]
ryvfxRoyce Value SvcSmall Blend
0.82
5 [*]
rmsvx
N/A [*]
nchpxNew Century Alternative StrategiesModerate Allocation
0.56
4 [*]
pttrxPIMCO Total Return InstlIntermediate-Term Bond
0.85
5 [*]
prrixPIMCO Real Return InstlInflation-Protected Bond
0.76
5 [*]
gigaxAberdeen Intl Equity AForeign Large Blend
0.58
4 [*]
anjixAllianz NFJ International Value InstlForeign Large Value
0.85
5 [*]
gbemxRS Emerging Markets ADiversified Emerging Mkts
0.83
4 [*]
lasbrx
N/A [*]
mdloxBlackRock Global Allocation AWorld Allocation
0.75
4 [*]
dwafxArrow DWA Balanced AModerate Allocation
0.53
3 [*]
clarxING Real Estate AReal Estate
0.66
3 [*]
diamxDiamond Hill Long-Short ALong-Short
0.56
3 [*]
asffxArrow Alternative Solutions ALong-Short
0.48
N/A [*]
(* As of October 31, 2009)

  

Portfolio Performance
One year performance:17.5%
Three year performance:-0.7%
Five year performance:5.3%
Portfolio Allocation


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Latest Mutual Fund News

Latest mutual fund portfolio news for jlhowell1

  

  

Top Fund Mojo Suggestions Based on Portfolio Categories

Large Growth

  

Large Value

  

Large Blend

  

Mid-Cap Blend

  

Mid-Cap Value

  

Mid-Cap Growth

  

Small Blend

  

Moderate Allocation

  

Intermediate-Term Bond

  

Inflation-Protected Bond

  

Foreign Large Blend

  

Foreign Large Value

  

Diversified Emerging Mkts

  

World Allocation

  

Real Estate

  

Long-Short

  

  

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