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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 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-
Fidelity Spartan International Idx InvForeign Large Blend-
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