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mutual fund portfolioamitnigam's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Federated Strategic Value Dividend ALarge Value10.6411.2611.19
Glenmede Large Cap GrowthLarge Growth0.3314.8313.40
Morgan Stanley Inst International Opp AForeign Large Growth-3.0411.084.89
000
Goldman Sachs Intl Eq Insghts AForeign Large Value-4.434.532.42
Payden Corporate BondCorporate Bond4.134.705.49
DoubleLine Total Return Bond NIntermediate-Term Bond2.452.984.59
Akre Focus RetailMid-Cap Growth1.5310.8514.71
Fidelity Select IT Services PortfolioTechnology5.4917.0016.34
BlackRock Event Driven Equity Inv AMarket Neutral0.148.058.15
Wells Fargo Advantage Spec Md Cp Val AMid-Cap Value-0.3310.8811.45
Performance Trust Strategic BondMultisector Bond4.834.246.37
Value Line Small Cap OpportunitiesSmall Growth1.279.6511.29
Nuveen Small Cap Value ASmall Value3.9510.8810.91
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:2.2%
Three year performance:9.0%
Five year performance:8.4%
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 Value

  

Large Growth

  

Foreign Large Growth

  

Foreign Large Value

  

Corporate Bond

  

Intermediate-Term Bond

  

Mid-Cap Growth

  

Technology

  

Market Neutral

  

Mid-Cap Value

  

Multisector Bond

  

Small Growth

  

Small Value