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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

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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