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timechange's Portfolio
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[+]: Morningstar rating increase [-]: Morningstar rating decrease [*]: Morningstar rating stays the same
| Fund | Name | Category | Manager Score | Morningstar |
|---|---|---|---|---|
| EGLRX | Alpine International Real Estate | Global Real Estate | ||
| ACTIX | American Century Capital Val Inv | Large Value | ||
| ARTQX | Artisan Mid Cap Value | Mid-Cap Value | ||
| BPTRX | Baron Partners | Mid-Cap Growth | ||
| BSCFX | Baron Small Cap | Small Growth | ||
| DODIX | Dodge & Cox Income | Intermediate-Term Bond | ||
| DODFX | Dodge & Cox International Stock | Foreign Large Value | ||
| UMBIX | Columbia Value & Restructuring Z | Large Value | ||
| FFSCX | Forward Small Cap Equity | Small Growth | ||
| ICHCX | ICON Healthcare | Health | ||
| RISIX | Laudus Rosenberg Intl Small Cap Inv | Foreign Small/Mid Value | ||
| LSBRX | Loomis Sayles Bond Retail | Multisector Bond | ||
| MINDX | Matthews India | Pacific/Asia ex-Japan Stk | ||
| MAPTX | Matthews Pacific Tiger | Pacific/Asia ex-Japan Stk | ||
| BEARX | Federated Prudent Bear | Bear Market | ||
| TAVIX | Third Avenue International Value | Foreign Small/Mid Value | ||
| TAVFX | Third Avenue Value | World Stock | ||
| TAREX | Third Avenue Real Estate Value | Global Real Estate | ||
| PRLAX | T. Rowe Price Latin America | Latin America Stock | ||
| EUROX | U.S. Global Investors Eastern European | Europe Stock | ||
| PSPFX | U.S. Global Investors Global Res | Natural Resources | ||
| VGTSX | Vanguard Total Intl Stock Index | Foreign Large Blend | ||
| VWNFX | Vanguard Windsor II | Large Value | ||
| SASPX | Wells Fargo Advantage Asia Pacific Inv | Diversified Pacific/Asia |
| Portfolio Performance | |
| One year performance: | 30.3% |
| Three year performance: | -3.4% |
| Five year performance: | 5.4% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for timechange
- EGLRX : Yahoo! Finance: RSS feed not found
- ACTIX : Yahoo! Finance: RSS feed not found
- ARTQX : Hunting for Good Buys in the Retail Sector (Morningstar.com)
- ARTQX : Six Early Contenders for Domestic-Stock Manager of the Year (Morningstar.com)
- BPTRX : Yahoo! Finance: RSS feed not found
- BSCFX : 20+% Growth Rate For Students Over 25 Participating in Post Secondary Education Until 2015-2020 Timeframe: Target Market For Education Stocks (Wall Street Transcript)
- BSCFX : Kiplinger Selects Top Mutual Funds for '09 (at CNBC)
- DODIX : The Fund Manager of the Decade Finalists (Morningstar.com)
- DODIX : Who Tops the Fund Company Performance Rankings? (Morningstar.com)
- DODFX : 3 reasons to stick with Dodge & Cox International stock fund (Money)
- DODFX : Are Mutual Funds Losing Faith in the Dollar? (Morningstar.com)
- UMBIX : Great Funds with Big Cash Stakes (Morningstar.com)
- UMBIX : Why Is My Fund's Style Box Different from Its Category? (Morningstar.com)
- FFSCX : Yahoo! Finance: RSS feed not found
- ICHCX : Yahoo! Finance: RSS feed not found
- RISIX : Yahoo! Finance: RSS feed not found
- LSBRX : The Fund Manager of the Decade Finalists (Morningstar.com)
- LSBRX : Chuck Jaffe: Star stock-fund manager breaks into bonds (at MarketWatch)
- MINDX : Invest in India Via ETFs (at TheStreet.com)
- MINDX : Today's 5-Star Movers (at Motley Fool)
- MAPTX : Top Matthews International Funds (Zacks.com)
- MAPTX : Great Mutual Funds on the Cheap (at SmartMoney.com)
- BEARX : Peter Brimelow: Sound Advice still sanguine, undeterred (at MarketWatch)
- BEARX : [video] Stock Wrap: The Real Story, October 29 (at TheStreet.com)
- TAVIX : Yahoo! Finance: RSS feed not found
- TAVFX : Value-Focused Third Avenue Makes Picks for Double-Digit Returns (Indie Research)
- TAVFX : The Eight Biggest Manager Changes of 2009 (Morningstar.com)
- TAREX : Values in Mauled Debt (BusinessWeek)
- TAREX : Values in Mauled Debt (BusinessWeek)
- PRLAX : How to Invest in Latin America: Strategist (at CNBC)
- PRLAX : Leaders of New Bull Market May Be Emerging (at TheStreet.com)
- EUROX : Leveraged Funds Define 'High Risk' (at TheStreet.com)
- PSPFX : [video] Why Gold Won't Quit (at TheStreet.com)
- PSPFX : Gold's Stop Sign (TheStreet.com TV)
- VGTSX : Yahoo! Finance: RSS feed not found
- VWNFX : Fund Times: A Look at the Last Market Cycle's All-Weather Funds (Morningstar.com)
- SASPX : Yahoo! Finance: RSS feed not found
Top Fund Mojo Suggestions Based on Portfolio Categories
Large Value
Mid-Cap Value
- Perkins Mid Cap Value L
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- Rydex/SGI Mid Cap Value A
- [See our full list!]
Mid-Cap Growth
- BB&T Special Opportunities Equity A
- Brown Capital Mgmt Mid-Cap Instl
- Hartford MidCap HLS IA
- [See our full list!]
Small Growth
Intermediate-Term Bond
Foreign Large Value
- GMO International Equity Allc III
- MFS International Value B
- Allianz NFJ International Value D
- [See our full list!]
Health
Foreign Small/Mid Value
Multisector Bond
Pacific/Asia ex-Japan Stk
Bear Market
World Stock
- AMIDEX35 Israel A
- American Funds Capital World G/I 529E
- BlackRock Global SmallCap A
- [See our full list!]
Latin America Stock
Europe Stock
Natural Resources
Foreign Large Blend
- American Funds EuroPacific Gr 529C
- BlackRock International Opp A
- Manning & Napier World Opportunities A
- [See our full list!]
Diversified Pacific/Asia
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