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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 portfoliodoubleam's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Jensen Quality Growth JLarge Growth5.9911.7810.77
Fidelity Advisor New Insights ILarge Growth0.2510.3510.68
American Funds Fundamental Invs F1Large Blend2.0510.1910.24
T. Rowe Price Growth Stock AdvLarge Growth-1.6612.5212.04
Wells Fargo Advantage Endeavor Select AdLarge Growth-1.419.679.25
Selected American Shares SLarge Blend0.838.858.69
Thornburg Value ALarge Blend-4.0011.267.37
T. Rowe Price Equity Income AdvLarge Value-1.995.928.32
American Century Equity Income InvLarge Value9.469.8810.07
American Funds Washington Mutual F1Large Value1.939.5510.95
Invesco Comstock ALarge Value-7.055.978.84
American Funds Capital World Gr&Inc F1World Stock-5.105.595.78
Aberdeen Select International Eq II AForeign Large Blend-15.89-4.23-3.73
PIMCO Total Return AdminIntermediate-Term Bond1.741.853.09
Dodge & Cox IncomeIntermediate-Term Bond1.812.853.59
JPMorgan Core Bond AIntermediate-Term Bond2.622.413.14
TCW Total Return Bond NIntermediate-Term Bond2.032.844.63
Wells Fargo Advantage Ultra S/T Inc AdmUltrashort Bond0.890.610.79
Calvert Short Duration Income AShort-Term Bond1.050.971.69
Baron Growth RetailMid-Cap Growth-4.377.128.86
Delafield FundMid-Cap Value-12.91-1.022.38
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-1.1%
Three year performance:5.9%
Five year performance:6.5%
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

  

Large Blend

  

Large Value

  

World Stock

  

Foreign Large Blend

  

Intermediate-Term Bond

  

Ultrashort Bond

  

Short-Term Bond

  

Mid-Cap Growth

  

Mid-Cap Value