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mutual fund portfolio2013RAV4's Portfolio

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NameCategory1 Year (%)3 Year (%)5 year (%)
Vanguard Wellesley Income InvAllocation--30% to 50% Equity4.936.197.41
Parnassus Core Equity InvestorLarge Blend2.9610.9511.90
Vanguard Wellington InvAllocation--50% to 70% Equity1.937.538.50
Fidelity Select IT Services PortfolioTechnology5.4917.0016.34
TCW Total Return Bond IIntermediate-Term Bond2.383.164.95
Mairs & Power Balanced InvAllocation--50% to 70% Equity2.856.708.73
T. Rowe Price US Large-Cap CoreLarge Blend5.3112.9112.34
Oakmark Equity & Income IAllocation--50% to 70% Equity-
Parnassus Endeavor FundLarge Growth1.5513.7013.46
Fidelity PuritanAllocation--50% to 70% Equity-0.648.208.12
Fidelity ContrafundLarge Growth1.3211.4611.43
Vanguard Dividend Growth InvLarge Blend4.9810.6511.73
Parnassus Mid-CapMid-Cap Blend6.8310.9310.34
PIMCO Income DMultisector Bond2.394.187.50
Fidelity Corporate BondCorporate Bond2.423.444.98
Vanguard Long-Term Investment-Grade InvCorporate Bond8.206.487.98
Matthews Asia Dividend InvestorDiversified Pacific/Asia-5.992.765.10
Fidelity BalancedAllocation--50% to 70% Equity-0.897.978.17
Vanguard 500 Index AdmiralLarge Blend1.6911.0211.63
JPMorgan Mid Cap Value InstlMid-Cap Blend-0.4210.6212.07
PRIMECAP Odyssey Aggressive GrowthMid-Cap Growth-3.9714.1214.71
Vanguard Wellington AdmiralAllocation--50% to 70% Equity2.027.618.59
Vanguard Total Bond Market Index AdmIntermediate-Term Bond3.062.793.25
T. Rowe Price Blue Chip GrowthLarge Growth0.3013.4913.26
Fidelity Select Medical Equip & SystemsHealth2.9920.0114.53
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:2.5%
Three year performance:8.6%
Five year performance:9.4%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Allocation--30% to 50% Equity


Large Blend


Allocation--50% to 70% Equity




Intermediate-Term Bond


Large Growth


Mid-Cap Blend


Multisector Bond


Corporate Bond


Diversified Pacific/Asia


Mid-Cap Growth