Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update
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 portfoliobarnnmk's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
T. Rowe Price Media & TelecommunicationsCommunications6.7114.5913.22
Vanguard Extended Market Idx AdmMid-Cap Blend-5.988.148.93
Vanguard 500 Index AdmiralLarge Blend1.6911.0211.63
Principal Real Estate Securities InstReal Estate10.2211.6210.84
Shelton Nasdaq-100 Index DirectLarge Growth1.2916.0815.11
Fidelity Mid Cap ValueMid-Cap Value-6.4210.2710.74
Fidelity Select Biotechnology PortfolioHealth-24.9915.5922.26
Fidelity Select IT Services PortfolioTechnology5.4917.0016.34
Hennessy Gas Utility InvestorUtilities-2.729.0011.22
PRIMECAP Odyssey Aggressive GrowthMid-Cap Growth-3.9714.1214.71
Vanguard Mid Cap Index AdmMid-Cap Blend-2.6110.3610.04
Vanguard Equity-Income InvLarge Value4.0110.1311.92
Vanguard High Dividend Yield Index InvLarge Value4.5010.6612.29
Vanguard Strategic Small-Cap Equity InvSmall Blend-4.589.6310.26
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-0.9%
Three year performance:10.5%
Five year performance:11.2%
Portfolio Allocation

See asset allocation examples    |    Search for a financial advisor


mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories



Mid-Cap Blend


Large Blend


Real Estate


Large Growth


Mid-Cap Value








Mid-Cap Growth


Large Value


Small Blend