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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
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




Market Neutral


Mid-Cap Value


Multisector Bond


Small Growth


Small Value