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mutual fund portfoliocatdr's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
PRIMECAP Odyssey Aggressive GrowthMid-Cap Growth-3.9714.1214.71
American Century Mid Cap Value InvMid-Cap Value5.3912.2212.16
American Century Small Cap Value InvSmall Value-1.587.608.28
Artisan Global Opportunities InvWorld Stock0.448.539.27
Artisan Value InvestorLarge Value-0.735.788.23
Perkins Small Cap Value TSmall Value1.418.867.64
PRIMECAP Odyssey GrowthLarge Growth-1.2410.4811.13
PRIMECAP Odyssey StockLarge Blend-0.7110.7711.25
Schwab Fdmtl US Lg Co IdxLarge Value0.799.6010.76
Marsico Flexible CapitalAllocation--85%+ Equity-4.127.499.34
Dodge & Cox BalancedAllocation--50% to 70% Equity-1.617.648.75
Dodge & Cox StockLarge Value-3.939.2710.50
Oakmark Equity & Income IAllocation--50% to 70% Equity-5.016.045.94
Baron Opportunity RetailMid-Cap Growth-7.765.655.37
Artisan Global Value InvestorWorld Stock-2.146.759.29
Dodge & Cox Global StockWorld Stock-10.095.496.03
Dodge & Cox International StockForeign Large Blend-18.170.521.35
Oakmark International IForeign Large Blend-14.54-0.233.46
Matthews Asia Dividend InvestorDiversified Pacific/Asia-5.992.765.10
Matthews Asia Small Companies InvPacific/Asia ex-Japan Stk-17.98-1.140.58
Wasatch Emerging Markets Small CapDiversified Emerging Mkts-14.47-5.86-1.09
Matthews China Dividend InvestorChina Region-16.844.945.73
Janus TLarge Growth-2.8111.4710.04
Dodge & Cox IncomeIntermediate-Term Bond1.812.853.59
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-3.7%
Three year performance:8.2%
Five year performance:9.3%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Mid-Cap Growth

  

Mid-Cap Value

  

Small Value

  

World Stock

  

Large Value

  

Large Growth

  

Large Blend

  

Allocation--85%+ Equity

  

Allocation--50% to 70% Equity

  

Foreign Large Blend

  

Diversified Pacific/Asia

  

Pacific/Asia ex-Japan Stk

  

Diversified Emerging Mkts

  

China Region

  

Intermediate-Term Bond