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mutual fund portfolioHuckleberryH's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Vanguard Dividend Growth InvLarge Blend4.9810.6511.73
Vanguard Equity-Income InvLarge Value4.0110.1311.92
Vanguard High Dividend Yield Index InvLarge Value4.5010.6612.29
Vanguard Total Stock Mkt Idx InvLarge Blend0.0410.4011.00
Vanguard Wellesley Income AdmiralAllocation--30% to 50% Equity5.016.267.49
American Century Equity Income InvLarge Value9.469.8810.07
USAA Growth and Tax StrategyAllocation--30% to 50% Equity4.607.198.52
Vanguard Extended Dur Trs Idx ETFLong Government11.7810.210
PowerShares Dynamic PharmaceuticalsHealth000
Amazon.com Inc.000
Apple Inc.000
Chesapeake Energy Corporation000
000
000
000
Vanguard Consumer Staples ETFConsumer Defensive000
Vanguard Dividend Appreciation ETFLarge Blend000
Vanguard Financials ETFFinancial000
Vanguard High Dividend Yield Indx ETFLarge Value4.4910.760
Vanguard Intermediate-Term Bond ETFIntermediate-Term Bond3.913.360
Vanguard Long-Term Govt Bd Idx ETFLong Government8.706.950
Vanguard Materials ETFNatural Resources000
Vanguard Mega Cap 300 Value Index ETFLarge Value2.179.840
Vanguard Mid-Cap Value ETFMid-Cap Value000
Vanguard REIT Index ETFReal Estate000
Vanguard Small Cap Value ETFSmall Value-1.429.700
Vanguard Telecom Services ETFCommunications000
Vanguard Utilities ETFUtilities14.8313.140
Vanguard Value ETFLarge Value000
ALPS Alerian MLP ETFEnergy Limited Partnership-18.63-4.180
Guggenheim Defensive EquityLarge Value0.407.750
First Trust Morningstar Div Leaders IdxLarge Value11.8511.280
Global X Gold Explorers ETFEquity Precious Metals58.571.710
iShares Cohen & Steers Realty MajorsReal Estate000
iShares MSCI USA Min VolatilityLarge Blend000
iShares Russell Midcap Value IndexMid-Cap Value-0.5110.010
iShares Dow Jones Select Dividend IndexMid-Cap Value9.4412.250
iShares Dow Jones US UtilitiesUtilities000
000
PowerShares Hi-Yield Eq Div AchieversMid-Cap Value16.9716.380
PowerShares S&P 500 Low VolatilLarge Value000
Schwab U.S. Large-Cap Value ETFLarge Value2.839.220
Consumer Staples Select Sector SPDRConsumer Defensive10.7012.400
Utilities Select Sector SPDRUtilities000
SPDR Dow Jones Global Real EstateGlobal Real Estate000
SPDR S&P 400 Mid Cap Value ETFMid-Cap Value000
SPDR S&P DividendLarge Value000
000
WisdomTree Dividend ex-FinancialsLarge Value2.219.530
WisdomTree Equity IncomeLarge Value000
WisdomTree LargeCap DividendLarge Value000
WisdomTree MidCap DividendMid-Cap Value000
WisdomTree SmallCap DividendSmall Value2.359.270
WisdomTree Total DividendLarge Value3.0810.250
000
000
000
Southwest Airlines Co.000
United States Cellular Corp.000
000
PowerShares Emerging Mkts Sovereign Debt000
PowerShares Dynamic PharmaceuticalsHealth000
First Trust Value Line Dividend IndexLarge Value000
Vanguard High Dividend Yield Index InvLarge Value4.5010.6612.29
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:4.3%
Three year performance:6.6%
Five year performance:6.4%
Portfolio Allocation


See asset allocation examples    |    Search for a financial advisor

  

mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Large Blend

  

Large Value

  

Allocation--30% to 50% Equity

  

Long Government

  

Health

  

Consumer Defensive

  

Financial

  

Intermediate-Term Bond

  

Natural Resources

  

Mid-Cap Value

  

Real Estate

  

Small Value

  

Communications

  

Utilities

  

Energy Limited Partnership

  

Equity Precious Metals

  

Global Real Estate