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riclon's Portfolio
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[+]: Morningstar rating increase [-]: Morningstar rating decrease [*]: Morningstar rating stays the same
| Fund | Name | Category | Manager Score | Morningstar |
|---|---|---|---|---|
| FAIRX | Fairholme | Large Blend | ||
| PRBLX | Parnassus Equity Income - Inv | Large Blend | ||
| AMAGX | Amana Trust Growth | Large Growth | ||
| AMANX | Amana Trust Income | Large Value | ||
| RYPRX | Royce Premier Invmt | Mid-Cap Blend | ||
| WPFRX | Westport R | Mid-Cap Blend | ||
| BOPAX | BB&T Special Opportunities Equity A | Mid-Cap Growth | ||
| JMCVX | Perkins Mid Cap Value J | Mid-Cap Value | ||
| DRSVX | Dreman Contrarian Small Cap Value R | Small Blend | ||
| ROHHX | Royce 100 Invmt | Small Growth | ||
| JATTX | Janus Triton J | Small Growth | ||
| RVPHX | Royce Value Plus Invmt | Small Growth | ||
| PNVDX | Allianz NFJ Small Cap Value D | Small Value | ||
| PVFAX | Paradigm Value | Small Value | ||
| EXWAX | Manning & Napier World Opportunities A | Foreign Large Blend | ||
| GIGAX | Aberdeen Intl Equity A | Foreign Large Blend | ||
| JIGRX | Janus Overseas S | Foreign Large Growth | ||
| HAINX | Harbor International Instl | Foreign Large Blend | ||
| LZOEX | Lazard Emerging Markets Equity Open | Diversified Emerging Mkts | ||
| OIBAX | Oppenheimer International Bond A | World Bond | ||
| TGBAX | Templeton Global Bond Adv | World Bond |
| Portfolio Performance | |
| One year performance: | 24.5% |
| Three year performance: | 2.0% |
| Five year performance: | 9.2% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for riclon
- FAIRX : Fairholme Raises Minimum Investment (Morningstar.com)
- FAIRX : The Fund Manager of the Decade Finalists (Morningstar.com)
- PRBLX : Top Income Equity Funds (Zacks.com)
- 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)
- AMANX : Fund Times: A Look at the Last Market Cycle's All-Weather Funds (Morningstar.com)
- AMANX : Values Investing: A Look at the State of SRI Funds (Morningstar.com)
- RYPRX : Unknown Mutual-Fund Firm Beats Everyone (TheStreet.com)
- WPFRX : Yahoo! Finance: RSS feed not found
- BOPAX : Yahoo! Finance: RSS feed not found
- JMCVX : Great Funds with Big Cash Stakes (Morningstar.com)
- DRSVX : Yahoo! Finance: RSS feed not found
- ROHHX : Yahoo! Finance: RSS feed not found
- JATTX : Yahoo! Finance: RSS feed not found
- RVPHX : Yahoo! Finance: RSS feed not found
- PNVDX : Yahoo! Finance: RSS feed not found
- PVFAX : Yahoo! Finance: RSS feed not found
- EXWAX : The Fund Manager of the Decade Finalists (Morningstar.com)
- EXWAX : One of the Best Fund Companies You've Never Heard Of (Morningstar.com)
- GIGAX : Yahoo! Finance: RSS feed not found
- JIGRX : Yahoo! Finance: RSS feed not found
- HAINX : Yahoo! Finance: RSS feed not found
- LZOEX : Yahoo! Finance: RSS feed not found
- OIBAX : Yahoo! Finance: RSS feed not found
- TGBAX : Yahoo! Finance: RSS feed not found
Top Fund Mojo Suggestions Based on Portfolio Categories
Large Growth
- Aston/Montag & Caldwell Growth N
- Alger Capital Appreciation Instl R
- Amana Trust Growth
- [See our full list!]
Large Value
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!]
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 Blend
- Gabelli Small Cap Growth AAA
- Hancock Horizon Burkenroad D
- JPMorgan Small Cap Equity A
- [See our full list!]
Small Growth
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!]
Foreign Large Growth
Diversified Emerging Mkts
- Delaware Emerging Markets B
- Evergreen Emerging Markets Growth B
- Schroder Emerging Market Equity Adv
- [See our full list!]
World Bond
- Oppenheimer International Bond A
- Templeton Global Bond A
- Dreyfus International Bond A
- [See our full list!]
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