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jlhowell1'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 |
|---|---|---|---|---|
| quagx | Quaker Strategic Growth A | Large Growth | ||
| fmiex | Wasatch-1st Source Income Equity | Large Value | ||
| fmihx | FMI Large Cap | Large Blend | ||
| flvcx | Fidelity Leveraged Company Stock | Mid-Cap Blend | ||
| jmcvx | Perkins Mid Cap Value J | Mid-Cap Value | ||
| jornx | Janus Orion J | Mid-Cap Growth | ||
| iivax | Transamerica Small/Mid Cp Val A | Small Blend | ||
| ryvfx | Royce Value Svc | Small Blend | ||
| rmsvx | ||||
| nchpx | New Century Alternative Strategies | Moderate Allocation | ||
| pttrx | PIMCO Total Return Instl | Intermediate-Term Bond | ||
| prrix | PIMCO Real Return Instl | Inflation-Protected Bond | ||
| gigax | Aberdeen Intl Equity A | Foreign Large Blend | ||
| anjix | Allianz NFJ International Value Instl | Foreign Large Value | ||
| gbemx | RS Emerging Markets A | Diversified Emerging Mkts | ||
| lasbrx | ||||
| mdlox | BlackRock Global Allocation A | World Allocation | ||
| dwafx | Arrow DWA Balanced A | Moderate Allocation | ||
| clarx | ING Real Estate A | Real Estate | ||
| diamx | Diamond Hill Long-Short A | Long-Short | ||
| asffx | Arrow Alternative Solutions A | Long-Short |
| Portfolio Performance | |
| One year performance: | 17.5% |
| Three year performance: | -0.7% |
| Five year performance: | 5.3% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for jlhowell1
- QUAGX : 3 Investment Pitfalls to Avoid (ETFguide.com)
- FMIEX : Yahoo! Finance: RSS feed not found
- FMIHX : How to make money in 2010: Your investments (Money)
- FMIHX : How to make money in 2010: Your investments (Money)
- FLVCX : Market Rebound Revives Two Mutual Funds (at TheStreet.com)
- FLVCX : Fidelity Convertible, Leveraged Funds Rebound (at TheStreet.com)
- JMCVX : Great Funds with Big Cash Stakes (Morningstar.com)
- JORNX : Fund Times: Formerly Red-Hot Fidelity Fund Reopens (Morningstar.com)
- JORNX : [$$] ETFs Provide Transparency (at RealMoney by TheStreet.com)
- IIVAX : Yahoo! Finance: RSS feed not found
- RYVFX : Yahoo! Finance: RSS feed not found
- RMSVX : Yahoo! Finance: RSS feed not found
- NCHPX : Yahoo! Finance: RSS feed not found
- PTTRX : The Fund Manager of the Decade Finalists (Morningstar.com)
- PTTRX : Bond Funds Continue to Dominate Flows (Morningstar.com)
- PRRIX : Yahoo! Finance: RSS feed not found
- GIGAX : Yahoo! Finance: RSS feed not found
- ANJIX : Yahoo! Finance: RSS feed not found
- GBEMX : Top Non-US Equity Funds (Zacks.com)
- LASBRX : Yahoo! Finance: RSS feed not found
- MDLOX : The Fund Manager of the Decade Finalists (Morningstar.com)
- MDLOX : BlackRock: Global Dominator or Hulking Leviathan? (Morningstar.com)
- DWAFX : Arrow DWA Balanced Fund (DWAFX) Reaches New Milestone (Marketwire)
- CLARX : Yahoo! Finance: RSS feed not found
- DIAMX : Avoiding Mea Culpas With Alternative Assets (at TheStreet.com)
- ASFFX : 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
Large Blend
Mid-Cap Blend
Mid-Cap Value
- Perkins Mid Cap Value L
- RidgeWorth Mid-Cap Value Equity I
- Rydex/SGI Mid Cap Value A
- [See our full list!]
Mid-Cap Growth
- BB&T Special Opportunities Equity A
- Brown Capital Mgmt Mid-Cap Instl
- Hartford MidCap HLS IA
- [See our full list!]
Small Blend
- Gabelli Small Cap Growth AAA
- Hancock Horizon Burkenroad D
- JPMorgan Small Cap Equity A
- [See our full list!]
Moderate Allocation
- Manning & Napier Pro-Blend Mod Term S
- FPA Crescent
- Franklin Templeton Moderate Target C
- [See our full list!]
Intermediate-Term Bond
Inflation-Protected Bond
Foreign Large Blend
- American Funds EuroPacific Gr 529C
- BlackRock International Opp A
- Manning & Napier World Opportunities A
- [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!]
Diversified Emerging Mkts
- Delaware Emerging Markets B
- Evergreen Emerging Markets Growth B
- Schroder Emerging Market Equity Adv
- [See our full list!]
World Allocation
Real Estate
Long-Short
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