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mutual fund portfolio2013RAV4's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Vanguard Wellesley Income InvAllocation--30% to 50% Equity4.936.197.41
TCW Total Return Bond IIntermediate-Term Bond2.383.164.95
Mairs & Power Balanced InvAllocation--50% to 70% Equity2.856.708.73
Fidelity Low-Priced StockMid-Cap Value-3.828.159.55
Parnassus Endeavor FundLarge Growth1.5513.7013.46
AMG Yacktman ServiceLarge Blend2.256.749.00
Parnassus Core Equity InvestorLarge Blend2.9610.9511.90
Fidelity PuritanAllocation--50% to 70% Equity-0.648.208.12
Vanguard Wellington InvAllocation--50% to 70% Equity1.937.538.50
Fidelity BalancedAllocation--50% to 70% Equity-0.897.978.17
Fidelity Four-in-One IndexAllocation--70% to 85% Equity-2.047.157.64
Vanguard Dividend Growth InvLarge Blend4.9810.6511.73
Fidelity Select IT Services PortfolioTechnology5.4917.0016.34
PRIMECAP Odyssey Aggressive GrowthMid-Cap Growth-3.9714.1214.71
Matthews Asia Dividend InvestorDiversified Pacific/Asia-5.992.765.10
Vanguard Long-Term Investment-Grade InvCorporate Bond8.206.487.98
Fidelity OTC PortfolioLarge Growth-0.9316.0112.58
T. Rowe Price Growth StockLarge Growth-1.4112.7912.30
T. Rowe Price Blue Chip GrowthLarge Growth0.3013.4913.26
Vanguard Wellington AdmiralAllocation--50% to 70% Equity2.027.618.59
Vanguard Total Bond Market Index AdmIntermediate-Term Bond3.062.793.25
Fidelity Spartan 500 Index InvLarge Blend1.6410.9611.57
JHancock Disciplined Value Mid Cap IMid-Cap Value0.7412.9312.48
PIMCO Investment Grade Corp Bd DCorporate Bond2.473.425.20
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:1.4%
Three year performance:8.4%
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

  

Intermediate-Term Bond

  

Allocation--50% to 70% Equity

  

Mid-Cap Value

  

Large Growth

  

Large Blend

  

Allocation--70% to 85% Equity

  

Technology

  

Mid-Cap Growth

  

Diversified Pacific/Asia

  

Corporate Bond