Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update
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 portfoliochocital's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Dodge & Cox International StockForeign Large Blend-18.170.521.35
Dodge & Cox StockLarge Value-3.939.2710.50
Royce Pennsylvania Mutual InvmtSmall Blend-4.864.175.24
T. Rowe Price Equity Index 500Large Blend1.4310.7611.37
T. Rowe Price Growth StockLarge Growth-1.4112.7912.30
T. Rowe Price International DiscoveryForeign Small/Mid Growth-1.058.106.93
T. Rowe Price Mid-Cap GrowthMid-Cap Growth0.9613.4511.64
T. Rowe Price Mid-Cap ValueMid-Cap Value2.5810.9010.62
T. Rowe Price Real EstateReal Estate8.5310.569.72
T. Rowe Price Retirement 2045Target-Date 2045-3.587.357.65
T. Rowe Price Spectrum IncomeMultisector Bond1.642.673.91
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-3.2%
Three year performance:9.0%
Five year performance:9.1%
Portfolio Allocation


See asset allocation examples    |    Search for a financial advisor

  

mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Foreign Large Blend

  

Large Value

  

Small Blend

  

Large Blend

  

Large Growth

  

Foreign Small/Mid Growth

  

Mid-Cap Growth

  

Mid-Cap Value

  

Real Estate

  

Target-Date 2045

  

Multisector Bond