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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 portfoliodrewzifer's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
NicholasLarge Growth-8.3910.8312.28
Dodge & Cox International StockForeign Large Blend-18.170.521.35
Dodge & Cox StockLarge Value-3.939.2710.50
Akre Focus RetailMid-Cap Growth1.5310.8514.71
Mairs & Power Growth InvLarge Blend6.1510.5912.46
Vanguard Equity-Income InvLarge Value4.0110.1311.92
Wasatch Small Cap ValueSmall Blend-6.408.588.63
Baron Small Cap RetailSmall Growth-7.445.456.88
Vanguard Total Stock Mkt Idx AdmLarge Blend0.1510.5211.13
Vanguard Windsor InvLarge Value-5.838.1010.09
Vanguard 500 Index InvLarge Blend1.5810.8911.50
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-3.3%
Three year performance:8.7%
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

Large Growth

  

Foreign Large Blend

  

Large Value

  

Mid-Cap Growth

  

Large Blend

  

Small Blend

  

Small Growth