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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 portfoliocatpix's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
T. Rowe Price Diversified Sm Cap GrowthSmall Growth-4.2610.8610.50
000
T. Rowe Price Mid-Cap GrowthMid-Cap Growth0.9613.4511.64
000
Fidelity New Markets IncomeEmerging Markets Bond3.182.625.51
000
Vanguard Dividend Growth InvLarge Blend4.9810.6511.73
000
Fidelity Select Medical Equip & SystemsHealth2.9920.0114.53
000
T. Rowe Price Tax-Free High YieldHigh Yield Muni6.865.207.63
000
Vanguard Balanced Index InvAllocation--50% to 70% Equity1.457.368.02
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:2.4%
Three year performance:10.5%
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

  

Mid-Cap Growth

  

Emerging Markets Bond

  

Large Blend

  

Health

  

High Yield Muni

  

Allocation--50% to 70% Equity