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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

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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