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mutual fund portfoliodonaldlam6's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
American Century Utilities InvUtilities11.4410.699.95
Direxion Mthly NASDAQ-100 Bull 2X InvTrading--Leveraged Equity-2.5729.7727.11
Fidelity Select Medical Equip & SystemsHealth2.9920.0114.53
Lazard Global Listed Infrastructure OpenInfrastructure3.6113.5312.49
Invesco Dividend Income ALarge Value10.2012.4911.55
Nuveen CA High Yield Municipal Bond AMuni California Long10.097.5110.95
USAA NASDAQ-100 IndexLarge Growth1.0515.6814.48
Dreyfus Small Cap Stock IndexSmall Blend-0.119.5710.31
iShares Dow Jones US TechnologyTechnology-0.3113.440
Rydex Consumer Products InvConsumer Defensive9.8011.9412.55
Direxion Daily Semicondct Bull 3X SharesTrading--Leveraged Equity-28.9334.970
T. Rowe Price Dividend GrowthLarge Blend4.3211.3711.62
T. Rowe Price Global TechnologyTechnology10.7124.9317.28
T. Rowe Price Media & TelecommunicationsCommunications6.7114.5913.22
T. Rowe Price Diversified Sm Cap GrowthSmall Growth-4.2610.8610.50
T. Rowe Price Capital AppreciationAllocation--50% to 70% Equity5.8311.2610.99
T. Rowe Price Emerging Markets BondEmerging Markets Bond4.962.234.30
T. Rowe Price Health SciencesHealth-12.8919.5020.35
Wasatch Core GrowthSmall Growth-2.418.1110.04
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:1.4%
Three year performance:12.8%
Five year performance:10.1%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories



Trading--Leveraged Equity






Large Value


Muni California Long


Large Growth


Small Blend




Consumer Defensive


Large Blend




Small Growth


Allocation--50% to 70% Equity


Emerging Markets Bond