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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 portfoliocandda's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
000
T. Rowe Price New HorizonsSmall Growth-3.3111.2512.54
T. Rowe Price Capital AppreciationAllocation--50% to 70% Equity5.8311.2610.99
T. Rowe Price Health SciencesHealth-12.8919.5020.35
T. Rowe Price Media & TelecommunicationsCommunications6.7114.5913.22
Fidelity Select Biotechnology PortfolioHealth-24.9915.5922.26
Perkins Mid Cap Value TMid-Cap Value1.597.317.03
Fidelity Select Chemicals PortfolioNatural Resources-1.888.369.76
000
Oakmark International IForeign Large Blend-14.54-0.233.46
PIMCO StocksPLUS Small DSmall Blend-9.365.818.66
PRIMECAP Odyssey GrowthLarge Growth-1.2410.4811.13
Putnam Equity Spectrum MMid-Cap Blend-16.702.457.24
Hennessy Gas Utility InvestorUtilities-2.729.0011.22
Cerner Corp.000
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Portfolio Performance as of May 31, 2016
One year performance:-6.7%
Three year performance:8.0%
Five year performance:10.2%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Small Growth

  

Allocation--50% to 70% Equity

  

Health

  

Communications

  

Mid-Cap Value

  

Natural Resources

  

Foreign Large Blend

  

Small Blend

  

Large Growth

  

Mid-Cap Blend

  

Utilities