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mutual fund portfolioSmartMoney's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
T. Rowe Price Growth StockLarge Growth-1.4112.7912.30
Amana Growth InvestorLarge Growth1.0610.388.47
Timothy Plan Small Cap Value ISmall Blend-4.838.1810.17
USAA Aggressive GrowthLarge Growth-0.7710.819.50
Vanguard PRIMECAP Core InvLarge Growth0.2412.1011.84
T. Rowe Price ValueLarge Value-2.789.6511.10
American Century Capital Val InvLarge Value-1.428.5010.44
Fidelity Equity-IncomeLarge Value-1.686.887.91
Homestead ValueLarge Value-0.329.8110.53
Westwood LargeCap Value InstitutionalLarge Value0.309.109.82
Janus Contrarian TMid-Cap Blend-15.414.646.62
FairholmeLarge Value-10.64-0.463.38
MuhlenkampLarge Blend-14.95-0.183.69
Third Avenue Value InstlWorld Stock-6.273.433.53
Vanguard Capital Value InvMid-Cap Blend-15.934.116.08
Meridian Growth LegacySmall Growth-2.798.048.08
Baron Asset RetailMid-Cap Growth-2.259.999.79
Buffalo Mid CapMid-Cap Growth-7.677.066.59
Value Line Premier GrowthMid-Cap Growth1.498.369.23
Vanguard Selected Value InvMid-Cap Value-4.198.699.90
Scout Small CapSmall Growth-1.747.018.36
Buffalo Small CapSmall Growth-9.521.945.95
Northern Small Cap ValueSmall Value0.138.639.44
Royce Smaller-Companies Growth SvcSmall Growth-10.594.904.75
Polaris Global ValueWorld Stock-3.798.048.67
Oakmark Global IWorld Stock-12.482.625.13
T. Rowe Price Global StockWorld Stock0.4711.438.54
USAA World GrowthWorld Stock-2.496.617.96
Vanguard Global Equity InvWorld Stock-4.566.386.39
Dodge & Cox International StockForeign Large Blend-18.170.521.35
Janus Overseas TForeign Large Blend-25.47-8.14-9.22
Manning & Napier World Opportunities AForeign Large Blend-9.24-1.13-1.26
Oakmark International IForeign Large Blend-14.54-0.233.46
Vanguard International Value InvForeign Large Value-13.510.421.08
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-6.2%
Three year performance:5.7%
Five year performance:6.6%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Large Growth

  

Small Blend

  

Large Value

  

Mid-Cap Blend

  

Large Blend

  

World Stock

  

Small Growth

  

Mid-Cap Growth

  

Mid-Cap Value

  

Small Value

  

Foreign Large Blend

  

Foreign Large Value