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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 portfolioForbes_2009's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
BruceAllocation--50% to 70% Equity5.2510.138.62
Meridian Contrarian LegacyMid-Cap Growth-5.597.729.17
Keeley Small Cap Value ASmall Blend-9.271.775.37
Mairs & Power Growth InvLarge Blend6.1510.5912.46
Stratton Small Cap ValueSmall Blend-1.017.138.70
Fidelity Low-Priced StockMid-Cap Value-3.828.159.55
OsterweisMid-Cap Blend-11.743.886.09
Wasatch Core GrowthSmall Growth-2.418.1110.04
T. Rowe Price Small-Cap StockSmall Growth-1.928.349.44
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-2.7%
Three year performance:7.3%
Five year performance:8.8%
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 Growth

  

Small Blend

  

Large Blend

  

Mid-Cap Value

  

Mid-Cap Blend

  

Small Growth