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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 portfolioScooter's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Sterling Capital Special Opps CLarge Growth3.4212.3410.36
Vanguard 500 Index InvLarge Blend1.5810.8911.50
ClearBridge Aggressive Growth BLarge Growth-11.807.299.95
MFS Massachusetts Investors Gr Stk BLarge Growth1.019.7610.12
American Funds Capital World Gr&Inc 529BWorld Stock-5.874.724.89
Fidelity Contrafund KLarge Growth1.4311.5711.56
Fidelity Low-Priced Stock KMid-Cap Value-3.758.269.67
T. Rowe Price New HorizonsSmall Growth-3.3111.2512.54
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:0.1%
Three year performance:10.2%
Five year performance:10.0%
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 Blend


World Stock


Mid-Cap Value


Small Growth