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mutual fund portfolioAllAmericanBear's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
AllianzGI Technology DTechnology7.0820.4612.50
AllianzGI NFJ Small-Cap Value DSmall Value-5.019.689.38
Amana Growth InvestorLarge Growth1.0610.388.47
Aberdeen Global High Income AHigh Yield Bond-8.23-0.752.19
DoubleLine Total Return Bond IIntermediate-Term Bond2.613.204.85
FairholmeLarge Value-10.64-0.463.38
Fidelity ContrafundLarge Growth1.3211.4611.43
Fidelity Low-Priced StockMid-Cap Value-3.828.159.55
Firsthand Technology OpportunitiesTechnology-12.2112.166.86
FMI Common StockMid-Cap Blend-0.568.068.60
FMI Large CapLarge Blend-0.678.8810.17
Gabelli Utilities AAAUtilities4.247.256.97
Perkins Mid Cap Value TMid-Cap Value1.597.317.03
Manning & Napier EquityLarge Growth0.768.958.22
Manning & Napier World Opportunities AForeign Large Blend-9.24-1.13-1.26
Metropolitan West Total Return Bond MIntermediate-Term Bond1.932.624.27
PRIMECAP Odyssey Aggressive GrowthMid-Cap Growth-3.9714.1214.71
Royce Small-Cap Value ServiceSmall Value-9.382.071.50
TCW Total Return Bond NIntermediate-Term Bond2.032.844.63
Vanguard PRIMECAP Core InvLarge Growth0.2412.1011.84
Vanguard Short-Term Investment-Grade InvShort-Term Bond1.991.872.10
Vanguard Wellesley Income InvAllocation--30% to 50% Equity4.936.197.41
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-0.3%
Three year performance:6.1%
Five year performance:6.6%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Technology

  

Small Value

  

Large Growth

  

High Yield Bond

  

Intermediate-Term Bond

  

Large Value

  

Mid-Cap Value

  

Mid-Cap Blend

  

Large Blend

  

Utilities

  

Foreign Large Blend

  

Mid-Cap Growth

  

Short-Term Bond

  

Allocation--30% to 50% Equity