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rthayer's Portfolio
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[+]: Morningstar rating increase [-]: Morningstar rating decrease [*]: Morningstar rating stays the same
| Fund | Name | Category | Manager Score | Morningstar |
|---|---|---|---|---|
| hicox | Colorado BondShares A Tax-Exempt | Muni Single State Interm | ||
| fpnix | FPA New Income | Intermediate-Term Bond | ||
| pttax | PIMCO Total Return A | Intermediate-Term Bond | ||
| stvsx | Wells Fargo Advantage Government Sec Inv | Intermediate Government | ||
| aciix | American Century Equity Income Instl | Large Value | ||
| aonix | American Century One Choice: Very Cnsrv | Conservative Allocation | ||
| ardex | Aston/River Road Dividend All Cap Val N | Mid-Cap Value | ||
| atoix | Alpine Ultra Short Tax Optimized Inc | Muni National Short | ||
| abndx | American Funds Bond Fund of Amer A | Intermediate-Term Bond | ||
| ahitx | American Funds American Hi Inc Tr A | High Yield Bond | ||
| itbax | Hartford Total Return Bond A | Intermediate-Term Bond | ||
| husax | Hartford US Government Securities A | Intermediate Government | ||
| hsnax | Hartford Strategic Income A | Multisector Bond | ||
| aftex | American Funds Tax-Exempt Bond A | Muni National Interm | ||
| htnax | Hartford Tax-Free National A | Muni National Long | ||
| fpnix | FPA New Income | Intermediate-Term Bond |
| Portfolio Performance | |
| One year performance: | 12.2% |
| Three year performance: | 2.3% |
| Five year performance: | 3.2% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for rthayer
- HICOX : Six Bond Funds With Consistent 'Real' Returns (at TheStreet.com)
- FPNIX : How to make money in 2010: Your investments (Money)
- FPNIX : How to make money in 2010: Your investments (Money)
- PTTAX : Bond Report: Treasurys advance as risk appetite wanes (at MarketWatch)
- PTTAX : A Hedge Fund Lesson for the Rest of Us (at Seeking Alpha)
- STVSX : Yahoo! Finance: RSS feed not found
- ACIIX : Yahoo! Finance: RSS feed not found
- AONIX : Yahoo! Finance: RSS feed not found
- ARDEX : Who Needs In-House Managers? Not This Good Fund Family (Morningstar.com)
- ATOIX : Alpine's Muni Money Market & Ultra Low Duration Portfolio Manager to Host Webinar on Monday, October 26th at 3 PM Eastern (Business Wire)
- ATOIX : Municipal Funds: Low Risk, High Return (at TheStreet.com)
- ABNDX : Yahoo! Finance: RSS feed not found
- AHITX : Yahoo! Finance: RSS feed not found
- ITBAX : Fund Times: PIMCO's Big Cash Haul (Morningstar.com)
- HUSAX : Yahoo! Finance: RSS feed not found
- HSNAX : Yahoo! Finance: RSS feed not found
- AFTEX : Yahoo! Finance: RSS feed not found
- HTNAX : Yahoo! Finance: RSS feed not found
- FPNIX : How to make money in 2010: Your investments (Money)
- FPNIX : How to make money in 2010: Your investments (Money)
Top Fund Mojo Suggestions Based on Portfolio Categories
Intermediate-Term Bond
Intermediate Government
Large Value
Conservative Allocation
- Berwyn Income
- Manning & Napier Pro-Blend Cnsrv Term S
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- [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!]
Muni National Short
High Yield Bond
Multisector Bond
Muni National Interm
- Baird Intermediate Muni Bd Inst
- Marshall Intermediate Tax-Free Inv
- State Farm Municipal Bond
- [See our full list!]
Muni National Long
- DWS Managed Municipal Bonds S
- Legg Mason Partners Managed Municipals 1
- T. Rowe Price Summit Municipal Income
- [See our full list!]
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