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mutual fund portfoliodlh600's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Dodge & Cox BalancedAllocation--50% to 70% Equity-1.617.648.75
Dodge & Cox IncomeIntermediate-Term Bond1.812.853.59
Harbor Bond InstitutionalIntermediate-Term Bond1.532.203.10
Harbor International InstitutionalForeign Large Blend-11.720.481.14
T. Rowe Price Spectrum IncomeMultisector Bond1.642.673.91
Vanguard Balanced Index AdmAllocation--50% to 70% Equity1.597.538.18
Vanguard 500 Index AdmiralLarge Blend1.6911.0211.63
Vanguard High Dividend Yield Index InvLarge Value4.5010.6612.29
Vanguard Target Retirement Income InvTarget-Date Retirement0.894.004.65
Vanguard Target Retirement 2015 InvTarget-Date 2015-0.395.305.77
Vanguard Wellesley Income AdmiralAllocation--30% to 50% Equity5.016.267.49
Vanguard Wellington InvAllocation--50% to 70% Equity1.937.538.50
Vanguard Mid-Cap Value Index InvMid-Cap Value-1.5210.5610.84
Vanguard LifeStrategy Cnsrv Gr InvAllocation--30% to 50% Equity0.634.965.00
Vanguard Short-Term Corp Bd Idx AdmiralShort-Term Bond2.012.052.54
Vanguard Value Index AdmLarge Value1.289.8510.80
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:0.5%
Three year performance:5.2%
Five year performance:6.1%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Allocation--50% to 70% Equity


Intermediate-Term Bond


Foreign Large Blend


Multisector Bond


Large Blend


Large Value


Target-Date Retirement


Target-Date 2015


Allocation--30% to 50% Equity


Mid-Cap Value


Short-Term Bond