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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 portfoliodannobookit's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
T. Rowe Price Capital AppreciationAllocation--50% to 70% Equity5.8311.2610.99
T. Rowe Price Growth StockLarge Growth-1.4112.7912.30
T. Rowe Price Equity IncomeLarge Value-1.696.238.61
T. Rowe Price Mid-Cap ValueMid-Cap Value2.5810.9010.62
T. Rowe Price Small-Cap ValueSmall Blend1.836.018.06
T. Rowe Price Health SciencesHealth-12.8919.5020.35
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-1.0%
Three year performance:11.1%
Five year performance:11.8%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Allocation--50% to 70% Equity

  

Large Growth

  

Large Value

  

Mid-Cap Value

  

Small Blend

  

Health