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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
000
Causeway International Value InvForeign Large Blend-12.071.231.98
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-10.125.267.46
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