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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
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
Fidelity Select Consumer Staples PortConsumer Defensive5.439.5311.33
Oakmark Equity & Income IAllocation--50% to 70% Equity-5.016.045.94
Parnassus Endeavor FundLarge Growth1.5513.7013.46
Fidelity PuritanAllocation--50% to 70% Equity-0.648.208.12
AMG Yacktman ServiceLarge Blend2.256.749.00
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
T. Rowe Price Growth StockLarge Growth-1.4112.7912.30
JPMorgan Mid Cap Value InstlMid-Cap Blend-0.4210.6212.07
PRIMECAP Odyssey Aggressive GrowthMid-Cap Growth-3.9714.1214.71
Fidelity OTC PortfolioLarge Growth-0.9316.0112.58
-1.4010.7011.00
Vanguard Wellington AdmiralAllocation--50% to 70% Equity2.027.618.59
Vanguard Total Bond Market Index AdmIntermediate-Term Bond3.062.793.25
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:2.6%
Three year performance:8.1%
Five year performance:9.1%
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

  

Technology

  

Intermediate-Term Bond

  

Consumer Defensive

  

Large Growth

  

Mid-Cap Blend

  

Multisector Bond

  

Corporate Bond

  

Diversified Pacific/Asia

  

Mid-Cap Growth