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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 portfoliodonna816's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
ClearBridge Aggressive Growth ALarge Growth-10.888.3911.06
Oppenheimer Capital Appreciation ALarge Growth-5.939.448.93
Oppenheimer Global AWorld Stock-10.405.155.30
Janus Forty ALarge Growth2.7113.5312.36
QS Batterymarch US Sm Cap Eq ASmall Blend-8.637.987.93
T. Rowe Price Diversified Sm Cap GrowthSmall Growth-4.2610.8610.50
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-6.0%
Three year performance:9.4%
Five year performance:9.5%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Large Growth


World Stock


Small Blend


Small Growth