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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 portfoliodalew55's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Thompson BondShort-Term Bond-1.160.972.64
Federated Short-Term Income InstlShort-Term Bond0.770.751.29
000
Hennessy Gas Utility InvestorUtilities-2.729.0011.22
Fidelity Spartan 500 Index AdvtgLarge Blend1.6911.0111.62
0.630.420.57
Fidelity High IncomeHigh Yield Bond-2.272.024.42
Fidelity New Markets IncomeEmerging Markets Bond3.182.625.51
Fidelity Floating Rate High IncomeBank Loan0.171.852.83
Vanguard Equity-Income InvLarge Value4.0110.1311.92
Vanguard PRIMECAP Core InvLarge Growth0.2412.1011.84
000
Vanguard Selected Value InvMid-Cap Value-4.198.699.90
000
Vanguard Convertible Securities InvConvertibles-7.003.284.13
Vanguard Explorer Value InvSmall Blend-1.477.849.71
Vanguard International Value InvForeign Large Value-13.510.421.08
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-0.3%
Three year performance:5.7%
Five year performance:6.9%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Short-Term Bond

  

Utilities

  

Large Blend

  

High Yield Bond

  

Emerging Markets Bond

  

Bank Loan

  

Large Value

  

Large Growth

  

Mid-Cap Value

  

Convertibles

  

Small Blend

  

Foreign Large Value