cputech - Mutual Funds
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Created by cputech
DESCRIPTION:

Date updated:12-18-2007

Selected these funds as investments in my 401k.

Criteria for these funds are:

IDB Rating of B or higher.
Overall Morning Star Rating of 4 stars or higher.
3 Yr Annualized Return: > 15%
Reputable Management

symbol name last price % change open
  • +
  • JARTX
    Janus Adviser For
  • $35.62
  • 0.00%
  • $N/A

Large Cap Growth IBD Rating: B Morning Star Rating: 5 stars 3 Yr Annualized Return: 16.49%

People owning JARTX also tend to own: ANWPXASVIXFMCDXCGMFXEVTMXJIGRXTHCRX

TheStreet.com Rating: No Rating What is this?

  • +
  • THCRX
    Thornburg Core Gr
  • $14.53
  • -0.55%
  • $N/A

Mid Cap Growth IBD Rating: A Morning Star Rating: 5 stars 3 Yr Annualized Return: 24.4%

People owning THCRX also tend to own: CGMFXEVTMXJARTXJIGRXVASCXVTIVXACTWX

TheStreet.com Rating: No Rating What is this?

  • +
  • VASCX
    Van Kampen Small
  • $10.25
  • -0.39%
  • $N/A

Small Cap Growth IBD Rating: B+ Morning Star Rating: 4 stars 3 Yr Annualized Return: 38.56%

People owning VASCX also tend to own: CGMFXEVTMXJARTXJIGRXTHCRXVTIVX

TheStreet.com Rating: No Rating What is this?

  • +
  • JIGRX
    Janus Adviser Int
  • $53.03
  • +0.44%
  • $N/A

International IBD Rating: A+ Morning Star Rating: 5 stars 3 Yr Annualized Return: 38.56%

People owning JIGRX also tend to own: CGMFXEVTMXJARTXTHCRXVASCXVTIVXAEDRX

TheStreet.com Rating: No Rating What is this?

  • +
  • EVTMX
    Eaton Vance Divid
  • $11.84
  • -0.59%
  • $N/A

Specialty -- Utilities IBD Rating: A+ Morning Star Rating: 5 stars 3 Yr Annualized Return: 29.49%

People owning EVTMX also tend to own: CGMFXJARTXJIGRXTHCRXVASCXVTIVXAUY

TheStreet.com Rating: No Rating What is this?

  • +
  • VTIVX
    Vanguard Target R
  • $13.06
  • +0.23%
  • $N/A

Target Retirement Fund IBD Rating: C+ Morning Star Rating: 4 Stars 3 Yr Annualized Return: 14.9%

People owning VTIVX also tend to own: AAPLJAENXMSFTNYXSWINXVZBRKB

TheStreet.com Rating: No Rating What is this?

  • +
  • CGMFX
    Cgm Focus Fund
  • $44.22
  • +1.03%
  • $N/A

Mentioned in Cramer's new book. Meets all of my requirements and I like that the manager uses shorting in his strategy. Was a very strong fund in the 2000-2003 period.

People owning CGMFX also tend to own: BRSIXPGVFXBRGCCJCHKCPCVA

TheStreet.com Rating: No Rating What is this?

 

Start Price

Return Value

Start Date

JARTX 34.08 +4.52% Jun 17th
THCRX 19.88 -26.91% Jun 17th
JIGRX 61.85 -14.26% Jun 17th
VASCX 11.49 -10.79% Jun 23rd
EVTMX 14.46 -18.12% Jun 23rd
VTIVX 15.99 -18.32% Oct 28th
CGMFX 57.16 -22.64% Dec 18th

Average return:

-13.29%

Success rate:

14.29%

Deleted Stocks:

QVSCX 43.60 -0.18% Jun 17th

Tracking Started: 06-17-2007

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