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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 portfolioGizmo's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Fidelity Select Biotechnology PortfolioHealth-24.9915.5922.26
Waddell & Reed Core Investment ALarge Growth-1.639.1410.13
Waddell & Reed Science & Tech ATechnology-16.656.909.64
Vanguard Target Retirement 2015 InvTarget-Date 2015-0.395.305.77
Vanguard Equity-Income InvLarge Value4.0110.1311.92
American Century Mid Cap Value InvMid-Cap Value5.3912.2212.16
Fidelity ContrafundLarge Growth1.3211.4611.43
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-4.7%
Three year performance:10.1%
Five year performance:11.9%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Health

  

Large Growth

  

Technology

  

Target-Date 2015

  

Large Value

  

Mid-Cap Value