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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 portfolioCourtJesterVic's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
PIMCO Total Return AIntermediate-Term Bond1.601.712.95
Fidelity BalancedAllocation--50% to 70% Equity-0.897.978.17
Vanguard Institutional Index ILarge Blend1.7011.0311.64
Artisan Mid Cap Value InvestorMid-Cap Value-2.885.077.64
Aberdeen Select International Eq II IForeign Large Blend-15.63-3.97-3.49
Artisan Mid Cap InvestorMid-Cap Growth-3.458.899.28
Westcore Small-Cap Value Dividend RetailSmall Value1.977.167.95
Baron Small Cap RetailSmall Growth-7.445.456.88
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-3.3%
Three year performance:5.8%
Five year performance:6.6%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Intermediate-Term Bond

  

Allocation--50% to 70% Equity

  

Large Blend

  

Mid-Cap Value

  

Foreign Large Blend

  

Mid-Cap Growth

  

Small Value

  

Small Growth