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mutual fund portfolioFid2828's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Perkins Small Cap Value TSmall Value1.418.867.64
Direxion Mthly NASDAQ-100 Bull 2X InvTrading--Leveraged Equity-2.5729.7727.11
PowerShares Hi-Yield Eq Div AchieversMid-Cap Value16.9716.380
Wells Fargo Advantage Spec SmCp Val ASmall Value1.9310.6710.24
Rydex Dynamic NASDAQ-100 2X Strategy HTrading--Leveraged Equity-3.2028.9225.74
Virtus Small-Cap Sustainable Growth ISmall Growth6.0010.9812.10
Wells Fargo Advantage Spec Md Cp Val AMid-Cap Value-0.3310.8811.45
PRIMECAP Odyssey Aggressive GrowthMid-Cap Growth-3.9714.1214.71
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:2.0%
Three year performance:16.3%
Five year performance:13.6%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Small Value


Trading--Leveraged Equity


Mid-Cap Value


Small Growth


Mid-Cap Growth