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mutual fund portfoliobballexec's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Buffalo Flexible IncomeAllocation--50% to 70% Equity-2.413.056.23
Fidelity Select Materials PortfolioNatural Resources-7.802.903.84
Fidelity Select Software & Comp PortTechnology11.0016.8615.78
Hennessy Gas Utility InvestorUtilities-2.729.0011.22
ICON Materials SNatural Resources-12.053.613.17
Janus Triton TSmall Growth-1.9311.4811.02
Schwab Health CareHealth-5.8914.8415.59
NicholasLarge Growth-8.3910.8312.28
Schwab S&P 500 IndexLarge Blend1.6310.9511.57
AMG Yacktman ServiceLarge Blend2.256.749.00
Voya Corporate Leaders Trust BLarge Value-2.605.358.81
Mairs & Power Growth InvLarge Blend6.1510.5912.46
Tweedy, Browne Global ValueForeign Large Value-4.983.125.44
Deutsche Global Infrastructure AInfrastructure-4.416.639.46
Vanguard Selected Value InvMid-Cap Value-4.198.699.90
Janus Enterprise TMid-Cap Growth1.7512.4811.27
Vanguard Wellington AdmiralAllocation--50% to 70% Equity2.027.618.59
Oakmark International IForeign Large Blend-14.54-0.233.46
Commerce ValueLarge Value5.999.8911.87
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-0.8%
Three year performance:7.9%
Five year performance:9.5%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Allocation--50% to 70% Equity

  

Natural Resources

  

Technology

  

Utilities

  

Small Growth

  

Health

  

Large Growth

  

Large Blend

  

Large Value

  

Foreign Large Value

  

Infrastructure

  

Mid-Cap Value

  

Mid-Cap Growth

  

Foreign Large Blend