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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 portfolioMoneyCentral's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Permanent PortfolioAllocation--30% to 50% Equity0.150.440.06
Keeley Small Cap Value ASmall Blend-9.271.775.37
Perritt MicroCap Opportunities InvestorSmall Blend-5.995.386.19
Bridgeway Small-Cap ValueSmall Value-5.763.237.78
RidgeWorth Seix Floating Rate Hi Inc IBank Loan0.502.493.62
Fidelity Floating Rate High IncomeBank Loan0.171.852.83
Eaton Vance Floating Rate AdvBank Loan0.431.813.02
Eaton Vance Floating-Rate & Hi Inc AdvBank Loan0.502.123.42
Alger Global Growth AWorld Stock-8.636.502.21
T. Rowe Price Emerging Markets StockDiversified Emerging Mkts-12.33-2.52-2.99
Janus Contrarian TMid-Cap Blend-15.414.646.62
Tocqueville GoldEquity Precious Metals10.23-5.42-15.52
T. Rowe Price International BondWorld Bond5.93-0.31-0.53
PIMCO Foreign Bond (USD-Hedged) AWorld Bond3.534.775.98
Cohen & Steers Realty SharesReal Estate9.0710.479.33
Fidelity Real Estate IncomeReal Estate5.635.978.08
Sentinel Common Stock ALarge Blend0.979.3710.05
Invesco American Value AMid-Cap Value-
Kinetics Paradigm No LoadMid-Cap Growth-
Quaker Small-Cap Value ASmall Value-9.315.787.03
Pacific Advisors Small Cap Value ASmall Blend-28.31-12.48-1.83
Aberdeen International Equity AForeign Large Blend-14.81-4.12-1.16
T. Rowe Price Mid-Cap ValueMid-Cap Value2.5810.9010.62
Meridian Contrarian LegacyMid-Cap Growth-5.597.729.17
T. Rowe Price International DiscoveryForeign Small/Mid Growth-
T. Rowe Price New EraNatural Resources-7.94-1.87-3.45
Columbia Global Energy & Natural Res ZNatural Resources-12.87-4.94-5.24
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-3.9%
Three year performance:2.4%
Five year performance:3.1%
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

Allocation--30% to 50% Equity


Small Blend


Small Value


Bank Loan


World Stock


Diversified Emerging Mkts


Mid-Cap Blend


Equity Precious Metals


World Bond


Real Estate


Large Blend


Mid-Cap Value


Mid-Cap Growth


Foreign Large Blend


Foreign Small/Mid Growth


Natural Resources