Funds Impacted by Earning
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pb02481's Portfolio
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[+]: Morningstar rating increase [-]: Morningstar rating decrease [*]: Morningstar rating stays the same
| Fund | Name | Category | Manager Score | Morningstar |
|---|---|---|---|---|
| dodfx | Dodge & Cox International Stock | Foreign Large Value | ||
| fairx | Fairholme | Large Blend | ||
| evtmx | Eaton Vance Dividend Builder A | Large Blend | ||
| hdpmx | Hodges | Mid-Cap Growth | ||
| oakbx | Oakmark Equity & Income I | Moderate Allocation | ||
| prwcx | T. Rowe Price Capital Appreciation | Moderate Allocation | ||
| rysex | Royce Special Equity Invmt | Small Value | ||
| ryvpx | Royce Value Plus Svc | Small Growth | ||
| vcvsx | Vanguard Convertible Securities | Convertibles | ||
| vtrix | Vanguard International Value | Foreign Large Value | ||
| glrbx | James Balanced: Golden Rainbow | Conservative Allocation | ||
| kscvx | Keeley Small Cap Value A | Small Blend | ||
| mxxix | Marsico 21st Century | Large Growth | ||
| nbgnx | Neuberger Berman Genesis Inv | Small Blend | ||
| prpfx | Permanent Portfolio | Conservative Allocation | ||
| prwcx | T. Rowe Price Capital Appreciation | Moderate Allocation | ||
| sgenx | First Eagle Global A | World Allocation | ||
| sggdx | First Eagle Gold A | Equity Precious Metals | ||
| sgovx | First Eagle Overseas A | Foreign Small/Mid Value | ||
| vwinx | Vanguard Wellesley Income | Conservative Allocation |
| Portfolio Performance | |
| One year performance: | 20.2% |
| Three year performance: | -0.6% |
| Five year performance: | 6.0% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for pb02481
- DODFX : 3 reasons to stick with Dodge & Cox International stock fund (Money)
- DODFX : Are Mutual Funds Losing Faith in the Dollar? (Morningstar.com)
- FAIRX : Fairholme Raises Minimum Investment (Morningstar.com)
- FAIRX : The Fund Manager of the Decade Finalists (Morningstar.com)
- EVTMX : What a Fund's Annual Returns Can Tell You (Morningstar.com)
- EVTMX : Fund Times: A Look at the Last Market Cycle's All-Weather Funds (Morningstar.com)
- HDPMX : Hodges Capital Management Announces Three New Mutual Funds (PR Newswire)
- OAKBX : High Court Hears Mutual Fund Case (at TheStreet.com)
- OAKBX : Fund Fees Get Their Day in the Highest Court (Morningstar.com)
- PRWCX : Yahoo! Finance: RSS feed not found
- RYSEX : The Fund Manager of the Decade Finalists (Morningstar.com)
- RYSEX : Great Funds with Big Cash Stakes (Morningstar.com)
- RYVPX : Yahoo! Finance: RSS feed not found
- VCVSX : Kass: Choosing Bonds Over Equities (at TheStreet.com)
- VTRIX : 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)
- KSCVX : Yahoo! Finance: RSS feed not found
- MXXIX : Kiplinger Selects Top Mutual Funds for '09 (at CNBC)
- NBGNX : Yahoo! Finance: RSS feed not found
- PRPFX : Taking the long view (at MarketWatch)
- PRPFX : [video] Protect Yourself Against Looming Inflation (at TheStreet.com)
- PRWCX : Yahoo! Finance: RSS feed not found
- SGENX : The Fund Manager of the Decade Finalists (Morningstar.com)
- SGENX : Funds Shop in Japan, the Wal-Mart of Markets (at TheStreet.com)
- SGGDX : Top Precious Metals Equity Funds (Zacks.com)
- SGGDX : Five Spot: Gold as the Ultimate Insurance (at TheStreet.com)
- SGOVX : Why International Value Funds Are All Over the Map (Morningstar.com)
- SGOVX : Four Funds That Consistently Beat the Market (at TheStreet.com)
- VWINX : As Stocks Rise, Consider Getting Conservative (at TheStreet.com)
Top Fund Mojo Suggestions Based on Portfolio Categories
- GMO International Equity Allc III
- MFS International Value B
- Allianz NFJ International Value D
- [See our full list!]
Large Blend
Mid-Cap Growth
- BB&T Special Opportunities Equity A
- Brown Capital Mgmt Mid-Cap Instl
- Hartford MidCap HLS IA
- [See our full list!]
Moderate Allocation
- Manning & Napier Pro-Blend Mod Term S
- FPA Crescent
- Franklin Templeton Moderate Target C
- [See our full list!]
Small Value
- American Century Small Cap Value Inv
- Heartland Value Plus
- Perkins Small Cap Value S
- [See our full list!]
Small Growth
Convertibles
Conservative Allocation
- Berwyn Income
- Manning & Napier Pro-Blend Cnsrv Term S
- Hussman Strategic Total Return
- [See our full list!]
Small Blend
- Gabelli Small Cap Growth AAA
- Hancock Horizon Burkenroad D
- JPMorgan Small Cap Equity A
- [See our full list!]
Large Growth
- Aston/Montag & Caldwell Growth N
- Alger Capital Appreciation Instl R
- Amana Trust Growth
- [See our full list!]
World Allocation
Equity Precious Metals
Foreign Small/Mid Value
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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. |
