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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 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-
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