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mutual fund portfolioRj's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Prudential Jennison Natural Resources ZNatural Resources-17.49-10.06-10.66
Columbia Global Technology Growth ATechnology3.1819.2411.85
Prudential Jennison Utility ZUtilities-2.1610.9211.08
BlackRock Health Sciences Opps Inv AHealth-6.8217.8817.01
AB International Value AForeign Large Value-9.972.630.30
Goldman Sachs Mid Cap Value InstlMid-Cap Value-8.336.937.89
Oppenheimer International Bond AWorld Bond0.95-0.430.60
Davis NY Venture ALarge Blend-0.078.858.83
Eaton Vance Large-Cap Value ALarge Value-2.877.788.84
Columbia Acorn AMid-Cap Growth-6.595.046.12
Oppenheimer Equity ALarge Growth-5.308.308.09
PIMCO Total Return AdminIntermediate-Term Bond1.741.853.09
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-4.1%
Three year performance:6.1%
Five year performance:5.6%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Natural Resources

  

Technology

  

Utilities

  

Health

  

Foreign Large Value

  

Mid-Cap Value

  

World Bond

  

Large Blend

  

Large Value

  

Mid-Cap Growth

  

Large Growth

  

Intermediate-Term Bond