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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 portfolioedrickless's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
DoubleLine Total Return Bond NIntermediate-Term Bond2.452.984.59
PIMCO Income DMultisector Bond2.394.187.50
Vanguard Equity-Income InvLarge Value4.0110.1311.92
Vanguard High-Yield Tax-Exempt AdmMuni National Interm7.475.086.49
Vanguard High-Yield Corporate InvHigh Yield Bond0.163.305.53
Vanguard Extended Market Idx InvMid-Cap Blend-
AllianceBernstein Global High Income Fund, Inc.000
iShares S&P U.S. Preferred Stock IndexPreferred Stock5.595.780
T. Rowe Price Health SciencesHealth-12.8919.5020.35
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:1.3%
Three year performance:6.6%
Five year performance:7.5%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Intermediate-Term Bond


Multisector Bond


Large Value


Muni National Interm


High Yield Bond


Mid-Cap Blend


Preferred Stock