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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 portfolioRAnselmo's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
American Funds Fundamental Invs ALarge Blend2.1010.2610.30
American Funds American Mutual ALarge Value1.739.4710.27
American Funds Europacific Growth AForeign Large Growth-9.713.042.26
BlackRock Equity Dividend Inv ALarge Value2.588.008.87
Oppenheimer International Growth AForeign Large Growth-5.053.854.49
Oppenheimer Main Street Mid Cap AMid-Cap Blend-5.378.658.94
RS Value AMid-Cap Blend-8.637.117.42
Thornburg Core Growth ALarge Growth-7.226.369.62
Thornburg International Value AForeign Large Growth-10.822.130.90
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-4.0%
Three year performance:5.7%
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 Blend

  

Large Value

  

Foreign Large Growth

  

Mid-Cap Blend

  

Large Growth