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mutual fund portfolioabartonkc's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Vanguard Total Stock Mkt Idx InvLarge Blend0.0410.4011.00
Columbia Value and Restructuring ZLarge Blend1.4111.529.44
Vanguard Strategic Small-Cap Equity InvSmall Blend-4.589.6310.26
Marsico 21st CenturyLarge Growth-5.598.947.34
Selected American Shares SLarge Blend0.838.858.69
Artisan International InvestorForeign Large Growth-12.602.194.54
Lazard Emerging Markets Equity InstlDiversified Emerging Mkts-14.82-5.59-3.93
Fidelity Advisor Diversified Intl IForeign Large Growth-7.225.474.58
Dodge & Cox International StockForeign Large Blend-18.170.521.35
Harbor Bond InstitutionalIntermediate-Term Bond1.532.203.10
Dodge & Cox IncomeIntermediate-Term Bond1.812.853.59
Vanguard Wellington AdmiralAllocation--50% to 70% Equity2.027.618.59
American Century Value InvLarge Value1.929.2910.62
Dodge & Cox BalancedAllocation--50% to 70% Equity-1.617.648.75
American Century Income & Growth InvLarge Value-2.488.6210.43
Vanguard Growth Index InvLarge Growth0.3711.8511.80
T. Rowe Price Blue Chip GrowthLarge Growth0.3013.4913.26
Neuberger Berman Genesis TrSmall Growth1.458.238.34
JPMorgan Mid Cap Value InstlMid-Cap Blend-0.4210.6212.07
T. Rowe Price Mid-Cap GrowthMid-Cap Growth0.9613.4511.64
Vanguard Extended Market Idx InvMid-Cap Blend-
Vanguard Strategic Equity InvMid-Cap Blend-5.4910.6811.37
Rainier Small/Mid Cap Equity InstlMid-Cap Growth-9.125.966.65
Hotchkis & Wiley Mid-Cap Value IMid-Cap Value-11.995.689.86
Columbia Small/Mid Cap Value R5Small Value-8.775.216.76
AllianzGI NFJ Small-Cap Value InstlSmall Value-5.264.316.33
Nuveen Small Cap Select ISmall Growth-2.448.597.59
American Beacon Small Cp Val InstSmall Value-2.737.598.80
Vanguard Small Cap Index InvSmall Blend-4.098.349.25
Vanguard Explorer InvSmall Growth-8.437.108.03
Vanguard Health Care InvHealth-5.1918.5417.16
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-3.6%
Three year performance:6.8%
Five year performance:7.3%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Large Blend


Small Blend


Large Growth


Foreign Large Growth


Diversified Emerging Mkts


Foreign Large Blend


Intermediate-Term Bond


Allocation--50% to 70% Equity


Large Value


Small Growth


Mid-Cap Blend


Mid-Cap Growth


Mid-Cap Value


Small Value