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mutual fund portfolioForbes_2007's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
BruceAllocation--50% to 70% Equity5.2510.138.62
Delafield FundMid-Cap Value-12.91-1.022.38
Keeley Small Cap Value ASmall Blend-9.271.775.37
Mairs & Power Growth InvLarge Blend6.1510.5912.46
MuhlenkampLarge Blend-14.95-0.183.69
OsterweisMid-Cap Blend-11.743.886.09
Perritt MicroCap Opportunities InvestorSmall Blend-5.995.386.19
Stratton Small Cap ValueSmall Blend-
Third Avenue Value InstlWorld Stock-6.273.433.53
Value Line Small Cap OpportunitiesSmall Growth1.279.6511.29
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-4.9%
Three year performance:5.1%
Five year performance:6.8%
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


Mid-Cap Value


Small Blend


Large Blend


Mid-Cap Blend


World Stock


Small Growth