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mutual fund portfolioelvax3's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Vanguard Wellesley Income InvAllocation--30% to 50% Equity4.936.197.41
Vanguard Small Cap Index InvSmall Blend-4.098.349.25
Vanguard S&P 500 ETFLarge Blend000
Vanguard REIT Index InvReal Estate10.4610.0410.05
Vanguard Equity-Income InvLarge Value4.0110.1311.92
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Portfolio Performance as of May 31, 2016
One year performance:3.1%
Three year performance:6.9%
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--30% to 50% Equity

  

Small Blend

  

Large Blend

  

Real Estate

  

Large Value