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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
T. Rowe Price Mid-Cap GrowthMid-Cap Growth0.9613.4511.64
Fidelity New Markets IncomeEmerging Markets Bond3.182.625.51
Vanguard Dividend Growth InvLarge Blend4.9810.6511.73
Fidelity Select Medical Equip & SystemsHealth2.9920.0114.53
T. Rowe Price Tax-Free High YieldHigh Yield Muni6.865.207.63
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




High Yield Muni


Allocation--50% to 70% Equity