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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 portfoliodakotagrace's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Amana Income InvestorLarge Blend0.818.268.53
Parnassus Core Equity InvestorLarge Blend2.9610.9511.90
AMG Yacktman ServiceLarge Blend2.256.749.00
Janus Contrarian TMid-Cap Blend-15.414.646.62
Fidelity Leveraged Company StockMid-Cap Value-10.125.267.46
Lord Abbett Small Cap Value ISmall Blend0.597.166.92
Fidelity Growth CompanyLarge Growth-2.5412.7712.07
CGM FocusLarge Blend-13.760.432.20
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-3.9%
Three year performance:6.2%
Five year performance:7.2%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Large Blend

  

Mid-Cap Blend

  

Mid-Cap Value

  

Small Blend

  

Large Growth