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mutual fund portfolioglb525's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Alpine Dynamic Dividend InstitutionalWorld Stock-7.765.802.06
Dodge & Cox Global StockWorld Stock-10.095.496.03
James Balanced: Golden Rainbow RAllocation--30% to 50% Equity-
Harbor Bond InstitutionalIntermediate-Term Bond1.532.203.10
Hodges RetailMid-Cap Growth-3.879.129.56
Hodges Small Cap RetailSmall Blend-12.825.699.32
Aberdeen Select International Eq II AForeign Large Blend-15.89-4.23-3.73
Janus Contrarian TMid-Cap Blend-15.414.646.62
Loomis Sayles Bond RetailMultisector Bond-2.661.093.45
Marsico GlobalWorld Stock-4.117.997.88
Marsico 21st CenturyLarge Growth-5.598.947.34
PIMCO High Yield DHigh Yield Bond-0.532.774.69
T. Rowe Price Capital AppreciationAllocation--50% to 70% Equity5.8311.2610.99
Schwab Health CareHealth-5.8914.8415.59
Westcore Plus Bond RetailIntermediate-Term Bond2.732.933.60
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-5.1%
Three year performance:5.3%
Five year performance:5.9%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

World Stock


Allocation--30% to 50% Equity


Intermediate-Term Bond


Mid-Cap Growth


Small Blend


Foreign Large Blend


Mid-Cap Blend


Multisector Bond


Large Growth


High Yield Bond


Allocation--50% to 70% Equity