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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 portfoliodrouleau's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Columbia Marsico Focused Equities ALarge Growth-1.539.7110.41
JPMorgan Equity Index ALarge Blend1.2810.5411.16
T. Rowe Price Blue Chip Gr RLarge Growth-0.2212.9012.68
Victory Diversified Stock ALarge Blend-3.417.258.39
Fidelity Advisor Mid Cap II AMid-Cap Growth-3.988.497.50
Perkins Mid Cap Value SMid-Cap Value1.357.046.76
Fidelity Advisor Small Cap ASmall Blend-7.838.236.06
Invesco SmallCapValue ASmall Value-
RS Partners ASmall Blend-5.523.085.93
Fidelity Advisor International Discv AForeign Large Growth-7.803.323.30
Oppenheimer Developing Markets ADiversified Emerging Mkts-13.18-3.59-2.19
Fidelity Advisor Real Estate AReal Estate9.089.649.45
Columbia Mid Cap Index AMid-Cap Blend-0.879.189.51
Invesco Diversified Dividend ALarge Value5.3410.8311.26
Fidelity Advisor Freedom 2035 ATarget-Date 2035-3.795.635.51
Fidelity Advisor Strategic Income AMultisector Bond0.272.123.27
PIMCO Total Return AIntermediate-Term Bond1.601.712.95
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-2.5%
Three year performance:6.5%
Five year performance:7.1%
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


Large Blend


Mid-Cap Growth


Mid-Cap Value


Small Blend


Small Value


Foreign Large Growth


Diversified Emerging Mkts


Real Estate


Mid-Cap Blend


Large Value


Target-Date 2035


Multisector Bond


Intermediate-Term Bond