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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-8.266.248.48
Kinetics Paradigm No LoadMid-Cap Growth-10.244.186.26
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-1.058.106.93
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