Funds Impacted by Earning
Fund Mojo provides investors and financial advisors with deep financial intelligence through systematic data collection, correlation and analysis, as well as a community and gateway to connect investors with peers and financial experts to help each other with investments and financial planning needs.
netbeyond'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 |
|---|---|---|---|---|
| JAOSX | Janus Overseas J | Foreign Large Growth | ||
| OAKGX | Oakmark Global I | World Stock | ||
| EGLRX | Alpine International Real Estate | Global Real Estate | ||
| ADVDX | Alpine Dynamic Dividend | Mid-Cap Blend | ||
| XLFZX | Highland Floating Rate Z | Bank Loan | ||
| FAIRX | Fairholme | Large Blend | ||
| NOIEX | Northern Income Equity | Moderate Allocation | ||
| PRCGX | Perritt Micro Cap Opportunities | Small Blend | ||
| FLVCX | Fidelity Leveraged Company Stock | Mid-Cap Blend | ||
| RSNRX | RS Global Natural Resources A | Natural Resources | ||
| MACSX | Matthews Asian Growth & Income | Pacific/Asia ex-Japan Stk | ||
| GABUX | Gabelli Utilities AAA | Utilities | ||
| AEMGX | Acadian Emerging Markets | Diversified Emerging Mkts | ||
| FLATX | Fidelity Latin America | Latin America Stock | ||
| GLRBX | James Balanced: Golden Rainbow | Conservative Allocation | ||
| PRPFX | Permanent Portfolio | Conservative Allocation | ||
| WWNPX | Kinetics Paradigm | World Stock | ||
| RYVFX | Royce Value Svc | Small Blend | ||
| UMBIX | Columbia Value & Restructuring Z | Large Value | ||
| LSBDX | Loomis Sayles Bond Instl | Multisector Bond | ||
| FBRVX | FBR Focus | Mid-Cap Growth | ||
| GRSPX | Greenspring | Moderate Allocation | ||
| HDPMX | Hodges | Mid-Cap Growth | ||
| AMAGX | Amana Trust Growth | Large Growth |
| Portfolio Performance | |
| One year performance: | 27.5% |
| Three year performance: | -2.2% |
| Five year performance: | 6.5% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for netbeyond
- JAOSX : Yahoo! Finance: RSS feed not found
- OAKGX : High Court Hears Mutual Fund Case (at TheStreet.com)
- OAKGX : Fund Fees Get Their Day in the Highest Court (Morningstar.com)
- EGLRX : Yahoo! Finance: RSS feed not found
- ADVDX : Global Investor: Valuable portfolio lessons from global fund gurus (at MarketWatch)
- XLFZX : Highland Funds Announces Posting of Webcast: Highland Floating Rate Fund & Highland Floating Rate Advantage Fund 3Q09 Update (Business Wire)
- XLFZX : Highland Funds Announces Posting of Webcast: Highland Funds 3Q09 General Credit Market Update (Business Wire)
- FAIRX : Fairholme Raises Minimum Investment (Morningstar.com)
- FAIRX : The Fund Manager of the Decade Finalists (Morningstar.com)
- NOIEX : Yahoo! Finance: RSS feed not found
- PRCGX : Yahoo! Finance: RSS feed not found
- FLVCX : Market Rebound Revives Two Mutual Funds (at TheStreet.com)
- FLVCX : Fidelity Convertible, Leveraged Funds Rebound (at TheStreet.com)
- RSNRX : Yahoo! Finance: RSS feed not found
- MACSX : Four Funds That Consistently Beat the Market (at TheStreet.com)
- MACSX : Fund Reopenings Offer Rare Opportunity (at TheStreet.com)
- GABUX : Yahoo! Finance: RSS feed not found
- AEMGX : Yahoo! Finance: RSS feed not found
- FLATX : Yahoo! Finance: RSS feed not found
- GLRBX : Fund Managers Bracing for a Sell-Off (BusinessWeek)
- GLRBX : Five Spot: James Says Worst Is Yet to Come (at TheStreet.com)
- PRPFX : Taking the long view (at MarketWatch)
- PRPFX : [video] Protect Yourself Against Looming Inflation (at TheStreet.com)
- WWNPX : Is October correction inevitable? (at MarketWatch)
- WWNPX : Kiplinger Selects Top Mutual Funds for '09 (at CNBC)
- RYVFX : Yahoo! Finance: RSS feed not found
- UMBIX : Great Funds with Big Cash Stakes (Morningstar.com)
- UMBIX : Why Is My Fund's Style Box Different from Its Category? (Morningstar.com)
- LSBDX : Early Contenders for Fixed-Income Manager of the Year (Morningstar.com)
- LSBDX : [video] No Safe Haven (at Forbes.com)
- FBRVX : The Best New Mutual Funds of 2009 (Morningstar.com)
- FBRVX : Akre Focus Joins the Kip 25 (at Kiplinger.com)
- GRSPX : Maintain a good balance in your portfolio with First American Strategy Conservative Allocation A (FSFIX) and Greenspring (GRSPX). (Zacks.com)
- HDPMX : Hodges Capital Management Announces Three New Mutual Funds (PR Newswire)
- 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)
Top Fund Mojo Suggestions Based on Portfolio Categories
World Stock
- AMIDEX35 Israel A
- American Funds Capital World G/I 529E
- BlackRock Global SmallCap A
- [See our full list!]
Global Real Estate
Mid-Cap Blend
Bank Loan
Large Blend
Moderate Allocation
- Manning & Napier Pro-Blend Mod Term S
- FPA Crescent
- Franklin Templeton Moderate Target C
- [See our full list!]
Small Blend
- Gabelli Small Cap Growth AAA
- Hancock Horizon Burkenroad D
- JPMorgan Small Cap Equity A
- [See our full list!]
Natural Resources
Pacific/Asia ex-Japan Stk
Utilities
Diversified Emerging Mkts
- Delaware Emerging Markets B
- Evergreen Emerging Markets Growth B
- Schroder Emerging Market Equity Adv
- [See our full list!]
Latin America Stock
Conservative Allocation
- Berwyn Income
- Manning & Napier Pro-Blend Cnsrv Term S
- Hussman Strategic Total Return
- [See our full list!]
Large Value
Multisector Bond
Mid-Cap Growth
- BB&T Special Opportunities Equity A
- Brown Capital Mgmt Mid-Cap Instl
- Hartford MidCap HLS IA
- [See our full list!]
Large Growth
- Aston/Montag & Caldwell Growth N
- Alger Capital Appreciation Instl R
- Amana Trust Growth
- [See our full list!]
Certified Financial Planner & Financial Advisor Directory
Need help? Search for a certified financial planner near you!
Fund Mojo works with leading financial advisors and investment professionals to help you protect and grow your hard-earned wealth. Click here to search for a certified financial planner near you
| 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. |
