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mutual fund portfoliodchris's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
GreenspringAllocation--50% to 70% Equity-0.511.743.83
Fidelity Strategic IncomeMultisector Bond0.512.373.55
AMG Yacktman Focused ServiceLarge Blend1.826.248.58
Manning & Napier Pro-Blend Mod Term SAllocation--30% to 50% Equity-2.323.003.93
Janus Balanced TAllocation--50% to 70% Equity-2.255.966.87
Matthews Asian Growth & Inc InvestorPacific/Asia ex-Japan Stk-6.71-0.472.77
FPA CrescentAllocation--50% to 70% Equity-1.715.256.81
Oakmark Equity & Income IAllocation--50% to 70% Equity-
Permanent PortfolioAllocation--30% to 50% Equity0.150.440.06
Berwyn IncomeAllocation--30% to 50% Equity0.444.235.21
Dodge & Cox BalancedAllocation--50% to 70% Equity-1.617.648.75
FMI Common StockMid-Cap Blend-0.568.068.60
Vanguard Wellesley Income InvAllocation--30% to 50% Equity4.936.197.41
T. Rowe Price Capital AppreciationAllocation--50% to 70% Equity5.8311.2610.99
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Portfolio Performance as of May 31, 2016
One year performance:-0.5%
Three year performance:4.9%
Five year performance:6.0%
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


Multisector Bond


Large Blend


Allocation--30% to 50% Equity


Pacific/Asia ex-Japan Stk


Mid-Cap Blend