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mutual fund portfolioJFR598's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Baron Growth RetailMid-Cap Growth-4.377.128.86
FundX Aggressive UpgraderLarge Growth-
FundX UpgraderAllocation--85%+ Equity-6.177.496.66
Wasatch Core GrowthSmall Growth-2.418.1110.04
BlackRock Inflation Protected Bond InstlInflation-Protected Bond-0.17-0.301.86
Schwab BalancedAllocation--50% to 70% Equity-1.346.797.09
Schwab MarketTrack BalancedAllocation--50% to 70% Equity-
Schwab MarketTrack GrowthAllocation--70% to 85% Equity-2.346.176.78
Vanguard Wellington InvAllocation--50% to 70% Equity1.937.538.50
Vanguard Balanced Index InvAllocation--50% to 70% Equity1.457.368.02
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-2.1%
Three year performance:5.6%
Five year performance:6.3%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Mid-Cap Growth


Large Growth


Allocation--85%+ Equity


Small Growth


Inflation-Protected Bond


Allocation--50% to 70% Equity


Allocation--70% to 85% Equity