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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 portfolioTrex's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
SSgA Clarion Real Estate NReal Estate8.6210.099.46
Fidelity Growth Company KLarge Growth-2.4312.9012.20
Artisan Mid Cap InvestorMid-Cap Growth-3.458.899.28
Ariel Fund InvestorMid-Cap Blend-7.659.929.09
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-1.2%
Three year performance:10.5%
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

Real Estate

  

Large Growth

  

Mid-Cap Growth

  

Mid-Cap Blend