Funds Impacted by Earning
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retire35'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 |
|---|---|---|---|---|
| PTRAX | PIMCO Total Return Admin | Intermediate-Term Bond | ||
| NYVTX | Davis NY Venture A | Large Blend | ||
| PRGFX | T. Rowe Price Growth Stock | Large Growth | ||
| ARTQX | Artisan Mid Cap Value | Mid-Cap Value | ||
| HRVIX | Heartland Value Plus | Small Value | ||
| HRINX | Harbor International Adm | Foreign Large Blend |
| Portfolio Performance | |
| One year performance: | 19.4% |
| Three year performance: | -0.6% |
| Five year performance: | 4.9% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for retire35
- PTRAX : Naysayers Could Be Wrong About That (at TheStreet.com)
- PTRAX : Naysayers Could Be Wrong About Recession (at TheStreet.com)
- NYVTX : Have Your Primecap-Run Vanguard Fund and Eat It Too (Morningstar.com)
- NYVTX : Davis Advisors cuts some of its mutual fund fees (at Fortune)
- PRGFX : Kiplinger Selects Top Mutual Funds for '09 (at CNBC)
- ARTQX : Hunting for Good Buys in the Retail Sector (Morningstar.com)
- ARTQX : Six Early Contenders for Domestic-Stock Manager of the Year (Morningstar.com)
- HRVIX : Coming around again (at MarketWatch)
- HRVIX : The Small-Cap Mutual Funds to Own Now (at TheStreet.com)
- HRINX : Yahoo! Finance: RSS feed not found
Top Fund Mojo Suggestions Based on Portfolio Categories
Large Blend
Large Growth
- Aston/Montag & Caldwell Growth N
- Alger Capital Appreciation Instl R
- Amana Trust Growth
- [See our full list!]
Mid-Cap Value
- Perkins Mid Cap Value L
- RidgeWorth Mid-Cap Value Equity I
- Rydex/SGI Mid Cap Value A
- [See our full list!]
Small Value
- American Century Small Cap Value Inv
- Heartland Value Plus
- Perkins Small Cap Value S
- [See our full list!]
Foreign Large Blend
- American Funds EuroPacific Gr 529C
- BlackRock International Opp A
- Manning & Napier World Opportunities 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. |
