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mutual fund portfoliocurtcr's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
ASTON/Fairpointe Mid Cap NMid-Cap Blend-
Marsico Flexible CapitalAllocation--85%+ Equity-4.127.499.34
Parnassus Endeavor FundLarge Growth1.5513.7013.46
Cohen & Steers Realty SharesReal Estate9.0710.479.33
Fidelity Select Retailing PortfolioConsumer Cyclical13.7017.7618.39
Hodges Small Cap RetailSmall Blend-12.825.699.32
Matthew 25Large Blend-8.075.9912.13
Smead Value InvestorLarge Blend-3.948.7114.45
Fidelity Select Biotechnology PortfolioHealth-24.9915.5922.26
Sound Shore InvestorLarge Value-3.589.5410.52
PRIMECAP Odyssey Aggressive GrowthMid-Cap Growth-3.9714.1214.71
Baron Partners RetailMid-Cap Growth-8.689.409.73
Eventide Gilead NMid-Cap Growth-18.1510.0911.88
Rydex Biotechnology AHealth-24.9812.9018.63
Glenmede Large Cap GrowthLarge Growth0.3314.8313.40
Rydex S&P 500 2x Strategy HTrading--Leveraged Equity-1.9018.2518.60
Lazard Global Listed Infrastructure OpenInfrastructure3.6113.5312.49
Direxion Mthly NASDAQ-100 Bull 2X InvTrading--Leveraged Equity-2.5729.7727.11
Buffalo DiscoveryMid-Cap Growth-2.2013.2211.46
Direxion All Cap Insider Sentiment ShrsMid-Cap Blend2.7713.820
Apple Inc.000
ProShares Ultra Dow30Trading--Leveraged Equity000
ProShares Ultra MidCap400Trading--Leveraged Equity-5.0615.720
Retail HOLDRsConsumer Cyclical000
ProShares Ultra S&P500Trading--Leveraged Equity-1.0219.250
Walt Disney Co.000
Starbucks Corp.000
Federated Kaufmann Large Cap ALarge Growth-5.2411.6312.13
Janus Global Life Sciences THealth-15.8319.3919.37
Dominos Pizza, Inc.000
Financial Select Sector SPDRFinancial000
Bank of America Corporation000
Fidelity Select IT Services PortfolioTechnology5.4917.0016.34
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:1.1%
Three year performance:15.5%
Five year performance:14.1%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Mid-Cap Blend


Allocation--85%+ Equity


Large Growth


Real Estate


Consumer Cyclical


Small Blend


Large Blend




Large Value


Mid-Cap Growth


Trading--Leveraged Equity