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Moneyrec's Member Reviews
Most Recent Reviews- Quick View
TRBCX - Made the right choice
T ROWE PRICE BLUE CHIP GROWTH INC
Rating: 
DATE: 1/10/2012
I just want to say that I am very glad I chose this fund. When everyone told me to be more aggressive, I stuck with what I believed could happen and that is that interest rates would continue to go down and the stock market with it. My capital is being protected and I earn dividend income. ...
REVIEWER: Susan101
FPNIX - Conservative and Seems Safe
Rating:
DATE: 12/30/2011
I've been looking into this fund and like its capital preservation style. I realize that because it holds only top quality bonds, the return is not the best, but if looking for a conservative fund that preserves your capital, this is worthy of consideration. ...
REVIEWER: lawnguy4u
CLX - Still a Good Hold
Rating:
DATE: 11/10/2011
Clorox is still the leading player in the U.S. household product market. The company looks behind its product lines to increase growth. Always had good cash flow. Very good company. ...
REVIEWER: Donasteil
PARSX - Socially Acceptable.
Rating:
DATE: 11/4/2011
PARSX finished four of the past five full calendar years in the top 1/5 of the small blend category.
It is also one of the few equity funds most peers and its benchmark in 2008, and on the rebound, 2009
and 2010.
Social screening is always an additional challenge, no matter how you look at it, but PARSX always seems to be able to get back on track, Faith in manager, Dodson, has always paid off. ...
REVIEWER: nigel juris
BARAX - Could be Better
Rating:
DATE: 10/7/2011
A volatile fund that I see as tepid in performance as compared to other in the mid-cap growth, category average. However the 10 year annualized return is right on target with the competition at 6.58%.
In bull markets the fund lags because it has very little in the way of technology stocks. The problem here at BARAX, as I see it, is that the fees are too high and one can get a good mid-cap growth without paying a 1.32% ER. ...
REVIEWER: savvysadie
Advisor-Sponsor Connect
 Institution |
Investment |
|---|---|
| IMS Capital Management | IMS CAPITAL VALUE |
| Nicholas Funds | NICHOLAS FUND |
| Domini Funds | DOMINI SOCIAL EQUITY |
| Weitz Funds | WEITZ PARTNERS VALUE |
| Baron Funds | BARON ASSET |
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There are no requested reviews at this time.
Write an Update
Members have requested updates for the following investments:
| Symbol | Name |
|---|---|
| BARAX | BARON ASSET |
