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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 portfoliobmiller8302's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Fidelity Freedom 2040Target-Date 2040-3.686.255.97
Fidelity Freedom 2035Target-Date 2035-3.766.175.89
Fidelity Freedom 2050Target-Date 2050-3.756.335.97
Fidelity PuritanAllocation--50% to 70% Equity-0.648.208.12
Fidelity Export & MultinationalLarge Growth-0.898.768.70
Fidelity ValueMid-Cap Value-5.918.839.77
Fidelity Diversified InternationalForeign Large Growth-7.694.833.91
Fidelity BalancedAllocation--50% to 70% Equity-0.897.978.17
Fidelity IndependenceLarge Growth-10.658.698.17
Fidelity CanadaMiscellaneous Region-6.880.44-1.63
Fidelity Select Consumer Staples PortConsumer Defensive5.439.5311.33
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-3.3%
Three year performance:6.9%
Five year performance:6.7%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Target-Date 2040

  

Target-Date 2035

  

Target-Date 2050

  

Allocation--50% to 70% Equity

  

Large Growth

  

Mid-Cap Value

  

Foreign Large Growth

  

Miscellaneous Region

  

Consumer Defensive