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donna816's Portfolio
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| Name | Category | 1 Year (%) | 3 Year (%) | 5 year (%) |
|---|---|---|---|---|
| ClearBridge Aggressive Growth A | Large Growth | -10.88 | 8.39 | 11.06 |
| Oppenheimer Capital Appreciation A | Large Growth | -5.93 | 9.44 | 8.93 |
| Oppenheimer Global A | World Stock | -10.40 | 5.15 | 5.30 |
| Janus Forty A | Large Growth | 2.71 | 13.53 | 12.36 |
| QS Batterymarch US Sm Cap Eq A | Small Blend | -8.63 | 7.98 | 7.93 |
| T. Rowe Price Diversified Sm Cap Growth | Small Growth | -4.26 | 10.86 | 10.50 |
| Portfolio Performance as of May 31, 2016 | |
| One year performance: | -6.0% |
| Three year performance: | 9.4% |
| Five year performance: | 9.5% |
| Portfolio Allocation |
Mutual Fund Recommendation and Suggestions
Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories
Large Growth- AB Large Cap Growth I
- AllianzGI Focused Growth D
- AB Large Cap Growth K
- Discover top fund managers in Large Growth category
World Stock
- SEI Global Managed Volatility A (SIMT)
- Morgan Stanley Inst Global Opp I
- T. Rowe Price Instl Glbl Focused Gr Eq
- Discover top fund managers in World Stock category
Small Blend
- JPMorgan Small Cap Equity Sel
- Shelton S&P Smallcap Index Direct
- Columbia Small Cap Index A
- Discover top fund managers in Small Blend category
Small Growth
- Janus Triton T
- Virtus Small-Cap Sustainable Growth I
- Brown Capital Mgmt Small Co Inv
- Discover top fund managers in Small Growth category
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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.
