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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