Funds Impacted by Earning
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oakeymertz'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 |
|---|---|---|---|---|
| DODGX | Dodge & Cox Stock | Large Value | ||
| EXHAX | Manning & Napier Pro-Blend Max Term S | Large Blend | ||
| FEQIX | Fidelity Equity-Income | Large Value | ||
| FLVCX | Fidelity Leveraged Company Stock | Mid-Cap Blend | ||
| HDPMX | Hodges | Mid-Cap Growth | ||
| HRTVX | Heartland Value | Small Value | ||
| LLPFX | Longleaf Partners | Large Blend | ||
| MXXIX | Marsico 21st Century | Large Growth | ||
| RYVPX | Royce Value Plus Svc | Small Growth | ||
| STSCX | Stratton Small-Cap Value | Small Blend | ||
| WWNPX | Kinetics Paradigm | World Stock |
| Portfolio Performance | |
| One year performance: | 15.6% |
| Three year performance: | -7.9% |
| Five year performance: | 1.9% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for oakeymertz
- DODGX : Bond Funds Continue to Dominate Flows (Morningstar.com)
- DODGX : 10 Funds in Turnaround Mode (at SmartMoney.com)
- EXHAX : Yahoo! Finance: RSS feed not found
- FEQIX : Bond Funds Continue to Dominate Flows (Morningstar.com)
- FLVCX : Market Rebound Revives Two Mutual Funds (at TheStreet.com)
- FLVCX : Fidelity Convertible, Leveraged Funds Rebound (at TheStreet.com)
- HDPMX : Hodges Capital Management Announces Three New Mutual Funds (PR Newswire)
- HRTVX : How to Get Big Returns From Small Stocks (at Minyanville.com)
- HRTVX : Micro-Cap Funds Can Smooth Out Returns (TheStreet.com)
- LLPFX : A Model Portfolio for Moderate Retirees (Morningstar.com)
- LLPFX : Why International Value Funds Are All Over the Map (Morningstar.com)
- MXXIX : Kiplinger Selects Top Mutual Funds for '09 (at CNBC)
- RYVPX : Yahoo! Finance: RSS feed not found
- STSCX : Yahoo! Finance: RSS feed not found
- WWNPX : Is October correction inevitable? (at MarketWatch)
- WWNPX : Kiplinger Selects Top Mutual Funds for '09 (at CNBC)
Top Fund Mojo Suggestions Based on Portfolio Categories
Large Blend
Mid-Cap Blend
Mid-Cap Growth
- BB&T Special Opportunities Equity A
- Brown Capital Mgmt Mid-Cap Instl
- Hartford MidCap HLS IA
- [See our full list!]
Small Value
- American Century Small Cap Value Inv
- Heartland Value Plus
- Perkins Small Cap Value S
- [See our full list!]
Large Growth
- Aston/Montag & Caldwell Growth N
- Alger Capital Appreciation Instl R
- Amana Trust Growth
- [See our full list!]
Small Growth
Small Blend
- Gabelli Small Cap Growth AAA
- Hancock Horizon Burkenroad D
- JPMorgan Small Cap Equity A
- [See our full list!]
World Stock
- AMIDEX35 Israel A
- American Funds Capital World G/I 529E
- BlackRock Global SmallCap A
- [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. |
