Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update
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 portfolioDocLT's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Fidelity Spartan 500 Index InvLarge Blend1.6410.9611.57
Fidelity Select Medical Equip & SystemsHealth2.9920.0114.53
Fidelity Total BondIntermediate-Term Bond2.372.943.73
Fidelity Select IT Services PortfolioTechnology5.4917.0016.34
USAA NASDAQ-100 IndexLarge Growth1.0515.6814.48
Fidelity Spartan US Bond Idx InvestorIntermediate-Term Bond2.912.723.15
Fidelity Strategic IncomeMultisector Bond0.512.373.55
Parnassus Core Equity InvestorLarge Blend2.9610.9511.90
Fidelity Spartan Extended Mkt Index InvMid-Cap Blend-6.068.078.85
T. Rowe Price Retirement 2045Target-Date 2045-3.587.357.65
Vanguard Institutional Index ILarge Blend1.7011.0311.64
JHancock Disciplined Value Mid Cap IMid-Cap Value0.7412.9312.48
Vanguard Small Cap Index AdmSmall Blend-3.998.489.39
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-0.1%
Three year performance:10.3%
Five year performance:10.6%
Portfolio Allocation


See asset allocation examples    |    Search for a financial advisor

  

mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Large Blend

  

Health

  

Intermediate-Term Bond

  

Technology

  

Large Growth

  

Multisector Bond

  

Mid-Cap Blend

  

Target-Date 2045

  

Mid-Cap Value

  

Small Blend