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mutual fund portfolioBusinessWeek_TopManager_2005's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
ASTON/Fairpointe Mid Cap NMid-Cap Blend-11.136.248.66
Calvert Equity ALarge Growth1.0411.219.39
Dodge & Cox IncomeIntermediate-Term Bond1.812.853.59
Eaton Vance AMT-Free Municipal Income AMuni National Long6.474.286.63
Goldman Sachs Growth Opportunities AMid-Cap Growth-5.397.858.47
Goldman Sachs Mid Cap Value AMid-Cap Value-8.696.507.46
American Funds Growth Fund of Amer ALarge Growth0.0511.1310.94
Harbor Bond InstitutionalIntermediate-Term Bond1.532.203.10
Aberdeen Select International Eq AForeign Large Blend-15.90-4.54-4.37
-3.441.77-0.39
ClearBridge Value CLarge Blend-4.029.0910.15
AMG Managers Bond ServiceIntermediate-Term Bond1.702.454.10
T. Rowe Price Equity IncomeLarge Value-1.696.238.61
T. Rowe Price Growth StockLarge Growth-1.4112.7912.30
TCW Total Return Bond IIntermediate-Term Bond2.383.164.95
Thornburg Value ALarge Blend-4.0011.267.37
Tweedy, Browne Global ValueForeign Large Value-4.983.125.44
Victory Diversified Stock ALarge Blend-3.417.258.39
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-2.7%
Three year performance:5.8%
Five year performance:6.4%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Mid-Cap Blend

  

Large Growth

  

Intermediate-Term Bond

  

Muni National Long

  

Mid-Cap Growth

  

Mid-Cap Value

  

Foreign Large Blend

  

Large Blend

  

Large Value

  

Foreign Large Value