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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 portfolioSocialDFan's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Columbia Value and Restructuring ZLarge Blend1.4111.529.44
Merger InvestorMarket Neutral-1.481.591.50
Perkins Mid Cap Value TMid-Cap Value1.597.317.03
Janus Contrarian TMid-Cap Blend-15.414.646.62
USA Mutuals Barrier InvestorLarge Blend7.048.4410.78
GreenspringAllocation--50% to 70% Equity-0.511.743.83
Hodges RetailMid-Cap Growth-3.879.129.56
Jensen Quality Growth JLarge Growth5.9911.7810.77
Artisan International Value InvestorForeign Large Blend-4.906.066.97
Artisan Mid Cap Value InvestorMid-Cap Value-2.885.077.64
Janus Triton TSmall Growth-1.9311.4811.02
Perkins Small Cap Value TSmall Value1.418.867.64
Arbitrage RMarket Neutral0.871.771.65
Scout InternationalForeign Large Growth-8.610.701.30
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-0.9%
Three year performance:5.8%
Five year performance:6.4%
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

  

Market Neutral

  

Mid-Cap Value

  

Mid-Cap Blend

  

Allocation--50% to 70% Equity

  

Mid-Cap Growth

  

Large Growth

  

Foreign Large Blend

  

Small Growth

  

Small Value

  

Foreign Large Growth