Funds Impacted by Earning
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terry'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 |
|---|---|---|---|---|
| JAOSX | Janus Overseas J | Foreign Large Growth | ||
| CMTFX | Columbia Technology Z | Technology | ||
| NPRTX | Neuberger Berman Partners Inv | Large Blend | ||
| UMBWX | Scout International | Foreign Large Blend | ||
| EGLRX | Alpine International Real Estate | Global Real Estate | ||
| BEARX | Federated Prudent Bear | Bear Market | ||
| OAKGX | Oakmark Global I | World Stock | ||
| ADVDX | Alpine Dynamic Dividend | Mid-Cap Blend | ||
| XLFZX | Highland Floating Rate Z | Bank Loan | ||
| FAIRX | Fairholme | Large Blend | ||
| GABEX | Gabelli Equity Income AAA | Large Value | ||
| PSAFX | Federated Prudent Global Income | World Bond | ||
| HIINX | Harbor International Inv | Foreign Large Blend | ||
| NOIEX | Northern Income Equity | Moderate Allocation | ||
| VPACX | Vanguard Pacific Stock Index | Diversified Pacific/Asia |
| Portfolio Performance | |
| One year performance: | 23.2% |
| Three year performance: | -2.9% |
| Five year performance: | 5.0% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for terry
- JAOSX : Yahoo! Finance: RSS feed not found
- CMTFX : Yahoo! Finance: RSS feed not found
- NPRTX : Yahoo! Finance: RSS feed not found
- UMBWX : [video] Two Can't Miss Swiss Stocks (at TheStreet.com)
- EGLRX : Yahoo! Finance: RSS feed not found
- BEARX : Peter Brimelow: Sound Advice still sanguine, undeterred (at MarketWatch)
- BEARX : [video] Stock Wrap: The Real Story, October 29 (at TheStreet.com)
- OAKGX : High Court Hears Mutual Fund Case (at TheStreet.com)
- OAKGX : Fund Fees Get Their Day in the Highest Court (Morningstar.com)
- ADVDX : Global Investor: Valuable portfolio lessons from global fund gurus (at MarketWatch)
- XLFZX : Highland Funds Announces Posting of Webcast: Highland Floating Rate Fund & Highland Floating Rate Advantage Fund 3Q09 Update (Business Wire)
- XLFZX : Highland Funds Announces Posting of Webcast: Highland Funds 3Q09 General Credit Market Update (Business Wire)
- FAIRX : Fairholme Raises Minimum Investment (Morningstar.com)
- FAIRX : The Fund Manager of the Decade Finalists (Morningstar.com)
- GABEX : Yahoo! Finance: RSS feed not found
- PSAFX : Yahoo! Finance: RSS feed not found
- HIINX : A Model Portfolio for Moderate Retirees (Morningstar.com)
- NOIEX : Yahoo! Finance: RSS feed not found
- VPACX : Yahoo! Finance: RSS feed not found
Top Fund Mojo Suggestions Based on Portfolio Categories
Technology
- Ivy Science & Technology A
- Seligman Communications & Information A
- Waddell & Reed Science & Tech A
- [See our full list!]
Large Blend
Foreign Large Blend
- American Funds EuroPacific Gr 529C
- BlackRock International Opp A
- Manning & Napier World Opportunities A
- [See our full list!]
Global Real Estate
Bear Market
World Stock
- AMIDEX35 Israel A
- American Funds Capital World G/I 529E
- BlackRock Global SmallCap A
- [See our full list!]
Mid-Cap Blend
Bank Loan
Large Value
World Bond
- Oppenheimer International Bond A
- Templeton Global Bond A
- Dreyfus International Bond 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!]
Diversified Pacific/Asia
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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. |
