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robmillersdg'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 |
|---|---|---|---|---|
| pennx | Royce Pennsylvania Mutual Invmt | Small Blend | ||
| swmxx | ||||
| uscgx | USAA Capital Growth | World Stock | ||
| uscrx | USAA Cornerstone Strategy | Moderate Allocation | ||
| usibx | USAA Intermediate-Term Bond | Intermediate-Term Bond |
| Portfolio Performance | |
| One year performance: | 16.2% |
| Three year performance: | -1.9% |
| Five year performance: | 2.6% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for robmillersdg
- PENNX : Unknown Mutual-Fund Firm Beats Everyone (TheStreet.com)
- PENNX : Royce's, WisdomTree's Secret Fund Formula (at TheStreet.com)
- SWMXX : Yahoo! Finance: RSS feed not found
- USCGX : Yahoo! Finance: RSS feed not found
- USCRX : Yahoo! Finance: RSS feed not found
- USIBX : Yahoo! Finance: RSS feed not found
Top Fund Mojo Suggestions Based on Portfolio Categories
- 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!]
Moderate Allocation
- Manning & Napier Pro-Blend Mod Term S
- FPA Crescent
- Franklin Templeton Moderate Target C
- [See our full list!]
Intermediate-Term Bond
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