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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-13.075.218.08
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