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mutual fund portfolioerwutt's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Columbia Acorn Select ZMid-Cap Growth-4.006.616.27
CGM FocusLarge Blend-13.760.432.20
Fidelity China RegionChina Region-31.400.840.87
Fidelity Large Cap Growth Enhanced IdxLarge Growth-0.1711.8911.93
Fidelity Low-Priced StockMid-Cap Value-3.828.159.55
Fidelity Strategic Real ReturnAllocation--15% to 30% Equity-2.80-1.160.23
Fidelity Spartan Total Market Idx InvLarge Blend0.0810.3911.04
Fidelity Spartan 500 Index InvLarge Blend1.6410.9611.57
Longleaf PartnersLarge Blend-11.692.634.54
Matthews Asian Growth & Inc InvestorPacific/Asia ex-Japan Stk-6.71-0.472.77
Matthews Pacific Tiger InvestorPacific/Asia ex-Japan Stk-9.593.403.79
Franklin Mutual Global Discovery ZWorld Stock-7.574.626.04
Vanguard Small Cap Index InvSmall Blend-4.098.349.25
Neuberger Berman Genesis TrSmall Growth1.458.238.34
Oakmark Equity & Income IAllocation--50% to 70% Equity-5.016.045.94
PIMCO Low Duration AdminShort-Term Bond0.490.631.34
PIMCO Total Return AdminIntermediate-Term Bond1.741.853.09
Vanguard Dividend Appreciation Idx InvLarge Blend3.128.809.87
Vanguard Interm-Term Invmt-Grade InvCorporate Bond3.833.454.44
Vanguard Short-Term Investment-Grade InvShort-Term Bond1.991.872.10
Vanguard FTSE All-World ex-US Index InvForeign Large Blend-11.230.730.20
Vanguard Health Care InvHealth-5.1918.5417.16
Vanguard REIT Index InvReal Estate10.4610.0410.05
Vanguard Capital Opportunity InvLarge Growth-2.9812.0512.37
Vanguard Small Cap Value Index InvSmall Value-1.489.5910.25
Vanguard Value Index InvLarge Value1.169.7010.63
Vanguard Mid-Cap Value Index InvMid-Cap Value-1.5210.5610.84
Wasatch Micro Cap ValueSmall Growth-2.708.989.40
Wasatch Small Cap ValueSmall Blend-6.408.588.63
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-3.7%
Three year performance:6.4%
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

Mid-Cap Growth

  

Large Blend

  

China Region

  

Large Growth

  

Mid-Cap Value

  

Allocation--15% to 30% Equity

  

Pacific/Asia ex-Japan Stk

  

World Stock

  

Small Blend

  

Small Growth

  

Allocation--50% to 70% Equity

  

Short-Term Bond

  

Intermediate-Term Bond

  

Corporate Bond

  

Foreign Large Blend

  

Health

  

Real Estate

  

Small Value

  

Large Value