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Fund Mojo provides investors and financial advisors with in-depth mutual fund research and analysis, and a community and gateway to connect investors with peers and financial experts to help each other with investments and financial planning needs.

mutual fund portfolioBJScheller's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Fidelity ContrafundLarge Growth1.3211.4611.43
Fidelity Low-Priced StockMid-Cap Value-3.828.159.55
Permanent PortfolioAllocation--30% to 50% Equity0.150.440.06
Fidelity Spartan Extended Mkt Index InvMid-Cap Blend-6.068.078.85
Fidelity Spartan International Idx InvForeign Large Blend-10.032.072.05
Fidelity Spartan Total Market Idx InvLarge Blend0.0810.3911.04
Vanguard Tax-Managed Balanced AdmAllocation--30% to 50% Equity3.247.277.89
Vanguard Capital Value InvMid-Cap Blend-15.934.116.08
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-3.9%
Three year performance:6.5%
Five year performance:7.1%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Large Growth

  

Mid-Cap Value

  

Allocation--30% to 50% Equity

  

Mid-Cap Blend

  

Foreign Large Blend

  

Large Blend