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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 portfoliocopperdragon's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
AMG Yacktman Focused ServiceLarge Blend1.826.248.58
Invesco Select Companies YSmall Blend-8.272.636.09
Fidelity New MillenniumLarge Growth-2.408.4910.00
Janus Triton DSmall Growth-1.8611.5711.12
Fidelity Small Cap DiscoverySmall Blend-2.117.6910.81
Vanguard Equity-Income InvLarge Value4.0110.1311.92
Eaton Vance Atlanta Capital SMID-Cap IMid-Cap Growth10.3813.5012.95
FMI Common StockMid-Cap Blend-0.568.068.60
Fidelity Low-Priced StockMid-Cap Value-3.828.159.55
Eaton Vance Atlanta Capital SMID-Cap AMid-Cap Growth10.0913.2212.66
SequoiaLarge Growth-27.730.496.71
Fidelity Select Defense & Aero PortIndustrials-0.0111.7812.36
Vanguard Information Technology Idx AdmTechnology1.3414.4512.44
Fidelity ContrafundLarge Growth1.3211.4611.43
Vanguard 500 Index InvLarge Blend1.5810.8911.50
ClearBridge Aggressive Growth ALarge Growth-10.888.3911.06
ClearBridge Dividend Strategy ALarge Blend1.738.1910.19
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-1.3%
Three year performance:8.2%
Five year performance:9.4%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Large Blend

  

Small Blend

  

Large Growth

  

Small Growth

  

Large Value

  

Mid-Cap Growth

  

Mid-Cap Blend

  

Mid-Cap Value

  

Industrials

  

Technology