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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 portfolioClaretCollector's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Fidelity Nasdaq Composite IndexLarge Growth-1.1313.9713.04
JHancock Regional Bank AFinancial7.2612.4912.79
Wells Fargo Advantage Divers Cptl Bldr IAllocation--70% to 85% Equity1.8410.728.76
Boston Partners Long/Short Equity InvLong-Short Equity11.825.117.32
Fidelity Select Electronics PortfolioTechnology-2.5020.2811.84
ProFunds UltraSmall Cap InvTrading--Leveraged Equity-16.568.979.27
PIMCO StocksPLUS Long Duration InstlAllocation--85%+ Equity6.6015.8618.68
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Portfolio Performance as of May 31, 2016
One year performance:0.9%
Three year performance:10.9%
Five year performance:10.2%
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

  

Financial

  

Allocation--70% to 85% Equity

  

Long-Short Equity

  

Technology

  

Trading--Leveraged Equity

  

Allocation--85%+ Equity