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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 portfolioUglyDog's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Vanguard Wellington InvAllocation--50% to 70% Equity1.937.538.50
Vanguard Interm-Term Tx-Ex AdmMuni National Interm5.353.664.51
Vanguard Dividend Growth InvLarge Blend4.9810.6511.73
-7.086.968.06
Vanguard High-Yield Tax-ExemptMuni National Interm7.385.006.40
Vanguard Ltd-Term Tx-Ex AdmMuni National Short2.141.441.71
Vanguard High-Yield Corporate InvHigh Yield Bond0.163.305.53
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:4.1%
Three year performance:4.2%
Five year performance:5.1%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Allocation--50% to 70% Equity

  

Muni National Interm

  

Large Blend

  

Muni National Short

  

High Yield Bond