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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 portfolioCervantestwo's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Fidelity Select Biotechnology PortfolioHealth-24.9915.5922.26
FPA ParamountWorld Stock-8.091.144.87
Fidelity Spartan Extnd Mkt Idx AdvtgMid-Cap Blend-6.018.118.88
Homestead Small Company StockSmall Blend-3.897.669.53
Voya Corporate Leaders Trust BLarge Value-2.605.358.81
Meridian Growth LegacySmall Growth-2.798.048.08
Mairs & Power Growth InvLarge Blend6.1510.5912.46
PIMCO RAE Fundamental PLUS DLarge Value-4.417.3411.81
PIMCO Total Return InstlIntermediate-Term Bond2.002.113.35
Tweedy, Browne Global ValueForeign Large Value-4.983.125.44
AMG Yacktman ServiceLarge Blend2.256.749.00
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-4.3%
Three year performance:6.9%
Five year performance:9.5%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Health

  

World Stock

  

Mid-Cap Blend

  

Small Blend

  

Large Value

  

Small Growth

  

Large Blend

  

Intermediate-Term Bond

  

Foreign Large Value