Funds Impacted by Earning
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simplehermit'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 |
|---|---|---|---|---|
| PTTRX | PIMCO Total Return Instl | Intermediate-Term Bond | ||
| RYTRX | Royce Total Return Invmt | Small Value | ||
| SSGRX | BlackRock Energy & Resources Inv A | Equity Energy | ||
| SVSPX | SSgA S&P 500 Index | Large Blend | ||
| VBISX | Vanguard Short-Term Bond Index | Short-Term Bond | ||
| VBMFX | Vanguard Total Bond Market Index | Intermediate-Term Bond | ||
| VEIEX | Vanguard Emerging Mkts Stock Idx | Diversified Emerging Mkts | ||
| VEURX | Vanguard European Stock Index | Europe Stock | ||
| VFITX | Vanguard Interm-Term Treasury | Intermediate Government | ||
| VFWIX | Vanguard FTSE All-World ex-US Index Inv | Foreign Large Blend | ||
| VGHCX | Vanguard Health Care | Health | ||
| VIFSX | Vanguard 500 Index Signal | Large Blend | ||
| VSGBX | Vanguard Short-Term Federal | Short Government | ||
| VTSMX | Vanguard Total Stock Mkt Idx | Large Blend | ||
| VWINX | Vanguard Wellesley Income | Conservative Allocation |
| Portfolio Performance | |
| One year performance: | 18.5% |
| Three year performance: | 0.6% |
| Five year performance: | 4.9% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for simplehermit
- PTTRX : The Fund Manager of the Decade Finalists (Morningstar.com)
- PTTRX : Bond Funds Continue to Dominate Flows (Morningstar.com)
- RYTRX : Unknown Mutual-Fund Firm Beats Everyone (TheStreet.com)
- RYTRX : Small And Micro-Cap Value Investor Moves From Closed End Funds Trading At A Discount To NAV To Housing And Machine Tool Manufacturers (Wall Street Transcript)
- SSGRX : Yahoo! Finance: RSS feed not found
- SVSPX : Yahoo! Finance: RSS feed not found
- VBISX : Don't Save a Seat at the Ultrashort Revival (Morningstar.com)
- VBISX : Longleaf International Cuts Fees, Quits Hedging (Morningstar.com)
- VBMFX : Bond Index Funds Trail, Exposing Flaws (at TheStreet.com)
- VBMFX : Bond Funds Continue to Dominate Flows (Morningstar.com)
- VEIEX : [$$] Vanguard Ups VEIEX Fee on Brazil Equity Purchase Tax (at RealMoney by TheStreet.com)
- VEIEX : American Springs a Leak as Investors Pour Money into Bond Funds (Morningstar.com)
- VEURX : Yahoo! Finance: RSS feed not found
- VFITX : FundWatch: Treasury funds' best days may be done (at MarketWatch)
- VFWIX : Yahoo! Finance: RSS feed not found
- VGHCX : Jim Lowell: Frost warnings for October (at MarketWatch)
- VIFSX : American Springs a Leak as Investors Pour Money into Bond Funds (Morningstar.com)
- VSGBX : 3 Safe Investments That Let You 'Sleep Better:' Strategist (at CNBC)
- VSGBX : The Best Super-Safe Bond Funds for 2009 (at TheStreet.com)
- VTSMX : How to pick investments for your your 401(k) retirement plan (Money)
- VTSMX : Who's Smarter: Vanguard or Fidelity Investors? (Morningstar.com)
- VWINX : As Stocks Rise, Consider Getting Conservative (at TheStreet.com)
Top Fund Mojo Suggestions Based on Portfolio Categories
Small Value
- American Century Small Cap Value Inv
- Heartland Value Plus
- Perkins Small Cap Value S
- [See our full list!]
Equity Energy
Large Blend
Short-Term Bond
- Delaware Limited-Term Diversified Inc A
- MassMutual Premier Short-Duration Bond L
- Thompson Plumb Bond
- [See our full list!]
Diversified Emerging Mkts
- Delaware Emerging Markets B
- Evergreen Emerging Markets Growth B
- Schroder Emerging Market Equity Adv
- [See our full list!]
Europe Stock
Intermediate Government
Foreign Large Blend
- American Funds EuroPacific Gr 529C
- BlackRock International Opp A
- Manning & Napier World Opportunities A
- [See our full list!]
Health
Short Government
- Goldman Sachs Short Dur Govt Svc
- Sit US Government Securities
- Vanguard Short-Term Federal
- [See our full list!]
Conservative Allocation
- Berwyn Income
- Manning & Napier Pro-Blend Cnsrv Term S
- Hussman Strategic Total Return
- [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. |
