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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 portfolioatrons's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
American Funds Capital World Gr&Inc AWorld Stock-5.045.635.81
American Funds New Perspective AWorld Stock-3.067.477.57
American Funds Fundamental Invs ALarge Blend2.1010.2610.30
American Funds AMCAP ALarge Growth-1.4611.4611.57
American Funds Europacific Growth AForeign Large Growth-9.713.042.26
Amana Growth InvestorLarge Growth1.0610.388.47
Perkins Mid Cap Value TMid-Cap Value1.597.317.03
Keeley Small Cap Value ASmall Blend-9.271.775.37
Royce Smaller-Companies Growth SvcSmall Growth-10.594.904.75
Columbia Value and Restructuring ZLarge Blend1.4111.529.44
FAM Value InvMid-Cap Growth2.0110.429.92
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-2.4%
Three year performance:6.5%
Five year performance:6.3%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

World Stock


Large Blend


Large Growth


Foreign Large Growth


Mid-Cap Value


Small Blend


Small Growth


Mid-Cap Growth