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Simple Investment Portfolio to start your Mutual Fund Investing Journey
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| Stock (70%) | Bond (30%) |
20% Large Cap 10% Mid Cap 10% Small Cap 10% International Large 10% Emerging Markets 10% Convertable |
15% Inflation-Protected Bond (TIPS) 15% U.S. Short Term Bonds |
Fund Mojo "Top Fund Master" List for this Assset Allocation Model
Top Mutual Funds for the suggested asset allocation model
Large Blend fundsMid-Cap Blend funds
Small Blend funds
- Natixis Vaughan Nelson Small Cap Value A
- Dreyfus Small Company Value
- Fidelity Small Cap Discovery
- [See our full list!]
Foreign Large Blend funds
Diversified Emerging Mkts funds
- Delaware Emerging Markets A
- DFA Emerging Markets Small Cap I
- Dreyfus Emerging Markets I
- [See our full list!]
Convertibles funds
- Nicholas-Applegate US Convertible I
- Vanguard Convertible Securities
- Nicholas-Applegate US Convertible II
- [See our full list!]
Inflation-Protected Bond funds
Short-Term Bond funds
- PIMCO Low Duration Instl
- Weitz Short-Intermediate Income
- Lord Abbett Short Duration Income I
- [See our full list!]
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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. |
