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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 portfolioTrippplem's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
USAA CA BondMuni California Long5.544.587.36
Fidelity Inflation-Protected BondInflation-Protected Bond0.95-0.161.92
Fidelity California Municipal IncomeMuni California Long6.034.776.05
Fidelity China RegionChina Region-31.400.840.87
Fidelity CanadaMiscellaneous Region-6.880.44-1.63
Fidelity Select Natural Resources PortEquity Energy-14.02-4.92-4.82
Fidelity Select Energy Service PortEquity Energy-22.82-12.67-9.44
Artisan International InvestorForeign Large Growth-12.602.194.54
Fidelity Equity Dividend IncomeLarge Value1.138.799.00
Fidelity Low-Priced StockMid-Cap Value-3.828.159.55
Fidelity ContrafundLarge Growth1.3211.4611.43
Janus Short-Term Bond TShort-Term Bond0.480.851.27
PIMCO Total Return DIntermediate-Term Bond1.701.813.05
Pear Tree Polaris Foreign Value OrdForeign Large Value-8.192.904.10
TCW Core Fixed-Income NIntermediate-Term Bond1.892.203.08
Wasatch Core GrowthSmall Growth-2.418.1110.04
Fidelity Strategic IncomeMultisector Bond0.512.373.55
Fidelity Spartan 500 Index AdvtgLarge Blend1.6911.0111.62
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:3.2%
Three year performance:4.4%
Five year performance:6.0%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Muni California Long

  

Inflation-Protected Bond

  

China Region

  

Miscellaneous Region

  

Equity Energy

  

Foreign Large Growth

  

Large Value

  

Mid-Cap Value

  

Large Growth

  

Short-Term Bond

  

Intermediate-Term Bond

  

Foreign Large Value

  

Small Growth

  

Multisector Bond

  

Large Blend