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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 portfolioDoug's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Vanguard Wellington AdmiralAllocation--50% to 70% Equity2.027.618.59
Vanguard Windsor II AdmiralLarge Value-2.138.0610.11
Vanguard Strategic Equity InvMid-Cap Blend-5.4910.6811.37
Meridian Contrarian LegacyMid-Cap Growth-5.597.729.17
Fidelity ContrafundLarge Growth1.3211.4611.43
Fidelity Select Biotechnology PortfolioHealth-24.9915.5922.26
Mairs & Power Growth InvLarge Blend6.1510.5912.46
Vanguard Strategic Equity InvMid-Cap Blend-5.4910.6811.37
Vanguard Interm-Term Bond Index AdmIntermediate-Term Bond3.723.224.43
Vanguard Long-Term Bond Index InvLong-Term Bond6.475.797.60
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-2.4%
Three year performance:9.1%
Five year performance:10.9%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Allocation--50% to 70% Equity

  

Large Value

  

Mid-Cap Blend

  

Mid-Cap Growth

  

Large Growth

  

Health

  

Large Blend

  

Intermediate-Term Bond

  

Long-Term Bond