Funds Impacted by Earning
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mmontrose'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 |
|---|---|---|---|---|
| fcisx | Franklin Income C | Conservative Allocation | ||
| fkinx | Franklin Income A | Conservative Allocation | ||
| lsbrx | Loomis Sayles Bond Retail | Multisector Bond | ||
| necrx | Loomis Sayles Core Plus Bond C | Intermediate-Term Bond | ||
| opsix | Oppenheimer Strat Income A | Multisector Bond | ||
| vwehx | Vanguard High-Yield Corporate | High Yield Bond | ||
| wasax | Ivy Asset Strategy A | World Allocation |
| Portfolio Performance | |
| One year performance: | 30.6% |
| Three year performance: | 3.3% |
| Five year performance: | 5.2% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for mmontrose
- FCISX : Yahoo! Finance: RSS feed not found
- FKINX : Fund Trustees Helpless As Advisors Raise Fees (ETFguide.com)
- LSBRX : The Fund Manager of the Decade Finalists (Morningstar.com)
- LSBRX : Chuck Jaffe: Star stock-fund manager breaks into bonds (at MarketWatch)
- NECRX : Yahoo! Finance: RSS feed not found
- OPSIX : Yahoo! Finance: RSS feed not found
- VWEHX : American Springs a Leak as Investors Pour Money into Bond Funds (Morningstar.com)
- VWEHX : Jonathan Burton's Life Savings: Quick ways to rebuild retirement portfolios (at MarketWatch)
- WASAX : Investors Boost Bond Stakes Despite Stock Gains (TheStreet.com)
Top Fund Mojo Suggestions Based on Portfolio Categories
- Berwyn Income
- Manning & Napier Pro-Blend Cnsrv Term S
- Hussman Strategic Total Return
- [See our full list!]
Multisector Bond
Intermediate-Term Bond
High Yield Bond
World Allocation
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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. |
