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mutual fund portfolioedrickless1's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Vanguard Wellington AdmiralAllocation--50% to 70% Equity2.027.618.59
Vanguard Wellesley Income AdmiralAllocation--30% to 50% Equity5.016.267.49
Vanguard High-Yield Tax-Exempt AdmMuni National Interm7.475.086.49
Vanguard Interm-Term Tx-Ex InvMuni National Interm5.263.574.42
DoubleLine Core Fixed Income NIntermediate-Term Bond1.692.824.45
T. Rowe Price Health SciencesHealth-12.8919.5020.35
Vanguard REIT Index AdmReal Estate10.6210.1910.21
Vanguard Dividend Growth InvLarge Blend4.9810.6511.73
Vanguard Total Stock Mkt Idx InvLarge Blend0.0410.4011.00
iShares S&P U.S. Preferred Stock IndexPreferred Stock5.595.780
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:3.2%
Three year performance:7.2%
Five year performance:7.7%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Allocation--50% to 70% Equity


Allocation--30% to 50% Equity


Muni National Interm


Intermediate-Term Bond




Real Estate


Large Blend


Preferred Stock