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wiggler77005'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 |
|---|---|---|---|---|
| fairx | Fairholme | Large Blend | ||
| gabsx | Gabelli Small Cap Growth AAA | Small Blend | ||
| hlemx | Harding Loevner Emerging Markets | Diversified Emerging Mkts | ||
| ithax | Hartford Capital Appreciation A | Large Blend | ||
| jmcvx | Perkins Mid Cap Value J | Mid-Cap Value | ||
| nosgx | Northern Small Cap Value | Small Value | ||
| swhfx | Schwab Health Care | Health | ||
| swpnx | Schwab Premier Equity Investor | |||
| umbwx | Scout International | Foreign Large Blend | ||
| vleox | Value Line Emerging Opportunities | Mid-Cap Growth | ||
| FMIMX | FMI Common Stock | Mid-Cap Blend | ||
| FREAX | First American Real Estate Secs A | Real Estate | ||
| AMANX | Amana Trust Income | Large Value |
| Portfolio Performance | |
| One year performance: | 16.0% |
| Three year performance: | -2.6% |
| Five year performance: | 5.4% |
| Portfolio Allocation |
Latest Mutual Fund News
Latest mutual fund portfolio news for wiggler77005
- FAIRX : Fairholme Raises Minimum Investment (Morningstar.com)
- FAIRX : The Fund Manager of the Decade Finalists (Morningstar.com)
- GABSX : Yahoo! Finance: RSS feed not found
- HLEMX : Yahoo! Finance: RSS feed not found
- ITHAX : Top Hartford Funds (Zacks.com)
- JMCVX : Great Funds with Big Cash Stakes (Morningstar.com)
- NOSGX : Yahoo! Finance: RSS feed not found
- SWHFX : Health Stock Funds: Right Prescription in a Recession? (at TheStreet.com)
- SWPNX : Yahoo! Finance: RSS feed not found
- UMBWX : [video] Two Can't Miss Swiss Stocks (at TheStreet.com)
- VLEOX : Fund Times: PIMCO's Big Cash Haul (Morningstar.com)
- FMIMX : A Hot Fund Gets Ready to Close (at Kiplinger.com)
- FMIMX : 25 Funds for Long-Term Investors (at SmartMoney.com)
- FREAX : Yahoo! Finance: RSS feed not found
- AMANX : Fund Times: A Look at the Last Market Cycle's All-Weather Funds (Morningstar.com)
- AMANX : Values Investing: A Look at the State of SRI Funds (Morningstar.com)
Top Fund Mojo Suggestions Based on Portfolio Categories
Small Blend
- Gabelli Small Cap Growth AAA
- Hancock Horizon Burkenroad D
- JPMorgan Small Cap Equity A
- [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!]
Mid-Cap Value
- Perkins Mid Cap Value L
- RidgeWorth Mid-Cap Value Equity I
- Rydex/SGI Mid Cap Value A
- [See our full list!]
Small Value
- American Century Small Cap Value Inv
- Heartland Value Plus
- Perkins Small Cap Value S
- [See our full list!]
Health
Foreign Large Blend
- American Funds EuroPacific Gr 529C
- BlackRock International Opp A
- Manning & Napier World Opportunities 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!]
Mid-Cap Blend
Real Estate
Large Value
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