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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 portfolioFIBERONE's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Charles Schwab Corp.000
Artisan International Small Cap InvestorForeign Small/Mid Growth-6.552.775.61
Causeway International Value InvForeign Large Blend-
Legg Mason Opportunity CMid-Cap Blend-19.336.318.66
Vanguard Strategic Equity InvMid-Cap Blend-5.4910.6811.37
Vanguard Capital Opportunity AdmLarge Growth-2.9212.1312.45
Vanguard REIT Index InvReal Estate10.4610.0410.05
Vanguard Small Cap Value Index InvSmall Value-1.489.5910.25
Vanguard Total Intl Stock Index InvForeign Large Blend-10.810.960.40
Vanguard Total Bond Market Index InvIntermediate-Term Bond2.962.683.13
Fidelity Spartan US Bond Idx InvestorIntermediate-Term Bond2.912.723.15
Fidelity Capital AppreciationLarge Growth-4.589.7811.27
Fidelity ContrafundLarge Growth1.3211.4611.43
Fidelity IndependenceLarge Growth-10.658.698.17
Fidelity Growth CompanyLarge Growth-2.5412.7712.07
Fidelity Low-Priced StockMid-Cap Value-3.828.159.55
Fidelity Leveraged Company StockMid-Cap Value-
Fidelity ValueMid-Cap Value-5.918.839.77
Amana Income InvestorLarge Blend0.818.268.53
American Century Government Bond InvIntermediate Government2.351.942.33
Royce Premier InvmtSmall Growth-5.474.024.30
Royce Smaller-Companies Growth SvcSmall Growth-10.594.904.75
Dodge & Cox StockLarge Value-3.939.2710.50
Fidelity Diversified InternationalForeign Large Growth-7.694.833.91
Vanguard Institutional Index ILarge Blend1.7011.0311.64
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-3.5%
Three year performance:5.8%
Five year performance:6.3%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Foreign Small/Mid Growth


Foreign Large Blend


Mid-Cap Blend


Large Growth


Real Estate


Small Value


Intermediate-Term Bond


Mid-Cap Value


Large Blend


Intermediate Government


Small Growth


Large Value


Foreign Large Growth