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mutual fund portfolioMoneyMagazine's Portfolio

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NameCategory1 Year (%)3 Year (%)5 year (%)
American Funds AMCAP ALarge Growth-1.4611.4611.57
American Funds American Mutual ALarge Value1.739.4710.27
Fidelity Dividend GrowthLarge Blend-2.869.098.48
Jensen Quality Growth JLarge Growth5.9911.7810.77
Madison Investors YLarge Growth7.5010.9111.22
Matrix Advisors ValueLarge Value-6.277.386.75
Selected American Shares SLarge Blend0.838.858.69
Sound Shore InvestorLarge Value-3.589.5410.52
T. Rowe Price Blue Chip GrowthLarge Growth0.3013.4913.26
T. Rowe Price Equity IncomeLarge Value-1.696.238.61
Vanguard Windsor II InvLarge Value-2.207.9810.01
ASTON/Fairpointe Mid Cap NMid-Cap Blend-
FAM Value InvMid-Cap Growth2.0110.429.92
FPA PerennialLarge Blend-8.146.868.07
Fidelity ValueMid-Cap Value-5.918.839.77
Perkins Mid Cap Value TMid-Cap Value1.597.317.03
Meridian Growth LegacySmall Growth-2.798.048.08
PRIMECAP Odyssey Aggressive GrowthMid-Cap Growth-3.9714.1214.71
Royce Pennsylvania Mutual InvmtSmall Blend-4.864.175.24
Royce Opportunity InvmtSmall Value-10.492.765.50
T. Rowe Price New HorizonsSmall Growth-3.3111.2512.54
MuhlenkampLarge Blend-14.95-0.183.69
Weitz HickoryMid-Cap Blend-6.133.836.65
Cohen & Steers Realty SharesReal Estate9.0710.479.33
T. Rowe Price New EraNatural Resources-7.94-1.87-3.45
Third Avenue Real Estate Value InstlGlobal Real Estate-4.826.797.83
American Funds Europacific Growth AForeign Large Growth-9.713.042.26
Artisan International InvestorForeign Large Growth-12.602.194.54
Dodge & Cox International StockForeign Large Blend-18.170.521.35
Oakmark International IForeign Large Blend-14.54-0.233.46
SSgA Emerging Markets NDiversified Emerging Mkts-21.53-7.45-6.91
T. Rowe Price Emerging Markets StockDiversified Emerging Mkts-12.33-2.52-2.99
T. Rowe Price International DiscoveryForeign Small/Mid Growth-
Vanguard International Growth InvForeign Large Growth-9.702.882.31
American Century International Bd InvWorld Bond5.83-0.60-0.92
American Funds American Hi-Inc Tr AHigh Yield Bond-4.000.903.34
Dodge & Cox IncomeIntermediate-Term Bond1.812.853.59
FPA New IncomeNontraditional Bond0.160.761.17
Harbor Bond InstitutionalIntermediate-Term Bond1.532.203.10
Vanguard Inflation-Protected Secs InvInflation-Protected Bond1.280.162.22
Vanguard Interm-Term Tx-Ex InvMuni National Interm5.263.574.42
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-3.7%
Three year performance:5.2%
Five year performance:5.9%
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 Growth


Large Value


Large Blend


Mid-Cap Blend


Mid-Cap Growth


Mid-Cap Value


Small Growth


Small Blend


Small Value


Real Estate


Natural Resources


Global Real Estate


Foreign Large Growth


Foreign Large Blend


Diversified Emerging Mkts


Foreign Small/Mid Growth


World Bond


High Yield Bond


Intermediate-Term Bond


Nontraditional Bond


Inflation-Protected Bond


Muni National Interm