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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_2008's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Baron Small Cap RetailSmall Growth-7.445.456.88
CGM FocusLarge Blend-13.760.432.20
Dodge & Cox StockLarge Value-3.939.2710.50
FairholmeLarge Value-10.64-0.463.38
Kinetics Paradigm No LoadMid-Cap Growth-10.244.186.26
Legg Mason Opportunity CMid-Cap Blend-19.336.318.66
Longleaf PartnersLarge Blend-11.692.634.54
Marsico 21st CenturyLarge Growth-5.598.947.34
PIMCO Commodity Real Ret Strat DCommodities Broad Basket-16.79-15.12-12.74
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
Marsico GlobalWorld Stock-4.117.997.88
T. Rowe Price Emerging Markets StockDiversified Emerging Mkts-12.33-2.52-2.99
Dodge & Cox IncomeIntermediate-Term Bond1.812.853.59
Fidelity Intermediate Municipal IncomeMuni National Interm4.453.033.80
Harbor Bond InstitutionalIntermediate-Term Bond1.532.203.10
Vanguard Inflation-Protected Secs InvInflation-Protected Bond1.280.162.22
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:-6.0%
Three year performance:3.3%
Five year performance:4.3%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Small Growth

  

Large Blend

  

Large Value

  

Mid-Cap Growth

  

Mid-Cap Blend

  

Large Growth

  

Commodities Broad Basket

  

Mid-Cap Value

  

Foreign Large Blend

  

World Stock

  

Diversified Emerging Mkts

  

Intermediate-Term Bond

  

Muni National Interm

  

Inflation-Protected Bond

  

Multisector Bond