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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 portfolioKiplinger25's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
CGM FocusLarge Blend-13.760.432.20
Champlain Small Company AdvSmall Growth1.737.978.63
Columbia Value and Restructuring ZLarge Blend1.4111.529.44
FairholmeLarge Value-10.64-0.463.38
Legg Mason Opportunity CMid-Cap Blend-19.336.318.66
Marsico 21st CenturyLarge Growth-5.598.947.34
Merger InvestorMarket Neutral-1.481.591.50
MuhlenkampLarge Blend-14.95-0.183.69
Oakmark Select ILarge Blend-5.989.5411.10
Selected American Shares SLarge Blend0.838.858.69
T. Rowe Price Equity IncomeLarge Value-1.696.238.61
T. Rowe Price Growth StockLarge Growth-1.4112.7912.30
Vanguard PRIMECAP Core InvLarge Growth0.2412.1011.84
Vanguard Selected Value InvMid-Cap Value-4.198.699.90
Dodge & Cox International StockForeign Large Blend-18.170.521.35
Aberdeen Select International Eq II AForeign Large Blend-15.89-4.23-3.73
Oakmark International IForeign Large Blend-14.54-0.233.46
T. Rowe Price Emerging Markets StockDiversified Emerging Mkts-12.33-2.52-2.99
Dodge & Cox IncomeIntermediate-Term Bond1.812.853.59
Fidelity Floating Rate High IncomeBank Loan0.171.852.83
Fidelity Intermediate Municipal IncomeMuni National Interm4.453.033.80
Harbor Bond InstitutionalIntermediate-Term Bond1.532.203.10
Loomis Sayles Bond RetailMultisector Bond-2.661.093.45
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-5.2%
Three year performance:4.0%
Five year performance:4.9%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Large Blend

  

Small Growth

  

Large Value

  

Mid-Cap Blend

  

Large Growth

  

Market Neutral

  

Mid-Cap Value

  

Foreign Large Blend

  

Diversified Emerging Mkts

  

Intermediate-Term Bond

  

Bank Loan

  

Muni National Interm

  

Multisector Bond