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mutual fund portfolioBScheller's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Permanent PortfolioAllocation--30% to 50% Equity0.150.440.06
Fidelity ContrafundLarge Growth1.3211.4611.43
Fidelity Low-Priced StockMid-Cap Value-3.828.159.55
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
Vanguard Total Stock Mkt Idx InvLarge Blend0.0410.4011.00
Vanguard High-Yield Corporate InvHigh Yield Bond0.163.305.53
Vanguard Short-Term Investment-Grade InvShort-Term Bond1.991.872.10
Vanguard Long-Term Bond Index InvLong-Term Bond6.475.797.60
Fidelity Inflation-Protected BondInflation-Protected Bond0.95-0.161.92
Fidelity Strategic IncomeMultisector Bond0.512.373.55
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-1.5%
Three year performance:5.4%
Five year performance:6.3%
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 Growth

  

Mid-Cap Value

  

Mid-Cap Blend

  

Foreign Large Blend

  

Large Blend

  

High Yield Bond

  

Short-Term Bond

  

Long-Term Bond

  

Inflation-Protected Bond

  

Multisector Bond