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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 portfolioTAXMANR's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Sterling Capital SC Interm Tax-Free IMuni Single State Interm4.392.833.60
Wasatch Large Cap Value InvestorLarge Value-1.825.646.19
Sit Large Cap GrowthLarge Growth-1.189.969.76
Scout InternationalForeign Large Growth-8.610.701.30
Oakmark Global IWorld Stock-12.482.625.13
Vanguard PRIMECAP Core InvLarge Growth0.2412.1011.84
Nuveen Tradewinds Value Opportunities CLarge Value-0.427.515.01
Westwood SMidCap InstitutionalMid-Cap Blend-10.015.676.45
Perkins Small Cap Value TSmall Value1.418.867.64
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-3.2%
Three year performance:6.2%
Five year performance:6.3%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Muni Single State Interm

  

Large Value

  

Large Growth

  

Foreign Large Growth

  

World Stock

  

Mid-Cap Blend

  

Small Value