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mutual fund portfoliodxfrederick's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Harbor International InvestorForeign Large Blend-
Fidelity Export & MultinationalLarge Growth-0.898.768.70
Perkins Mid Cap Value TMid-Cap Value1.597.317.03
Janus Contrarian TMid-Cap Blend-15.414.646.62
Royce Small-Cap Value ServiceSmall Value-9.382.071.50
Gabelli Small Cap Growth AAASmall Blend-2.446.908.61
Fidelity Government IncomeIntermediate Government2.452.322.75
American Century Diversified Bond InvIntermediate-Term Bond2.632.603.25
American Century Mid Cap Value InvMid-Cap Value5.3912.2212.16
ASTON/Montag & Caldwell Growth NLarge Growth1.088.279.48
Scout InternationalForeign Large Growth-8.610.701.30
Value Line Income & GrowthAllocation--70% to 85% Equity-3.566.236.34
AMG Yacktman ServiceLarge Blend2.256.749.00
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-2.8%
Three year performance:5.3%
Five year performance:6.0%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Foreign Large Blend


Large Growth


Mid-Cap Value


Mid-Cap Blend


Small Value


Small Blend


Intermediate Government


Intermediate-Term Bond


Foreign Large Growth


Allocation--70% to 85% Equity


Large Blend