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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 portfoliof4daave's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
CGM FocusLarge Blend-13.760.432.20
Dodge & Cox StockLarge Value-3.939.2710.50
Dodge & Cox IncomeIntermediate-Term Bond1.812.853.59
Oakmark Equity & Income IAllocation--50% to 70% Equity-5.016.045.94
Royce Total Return InvmtSmall Blend-1.225.657.22
Vanguard Wellesley Income InvAllocation--30% to 50% Equity4.936.197.41
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-2.9%
Three year performance:5.1%
Five year performance:6.1%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Large Blend

  

Large Value

  

Intermediate-Term Bond

  

Allocation--50% to 70% Equity

  

Small Blend

  

Allocation--30% to 50% Equity