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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 portfoliogopokes's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Baron Partners RetailMid-Cap Growth-8.689.409.73
-10.386.1811.92
-2.8211.890
Buffalo DiscoveryMid-Cap Growth-2.2013.2211.46
ASTON/Fairpointe Mid Cap NMid-Cap Blend-11.136.248.66
Cohen & Steers Realty SharesReal Estate9.0710.479.33
-22.0117.880
Fidelity Select Biotechnology PortfolioHealth-24.9915.5922.26
Fidelity Select IT Services PortfolioTechnology5.4917.0016.34
7.1715.5414.70
Lazard Global Listed Infrastructure OpenInfrastructure3.6113.5312.49
Glenmede Large Cap GrowthLarge Growth0.3314.8313.40
Hodges Small Cap RetailSmall Blend-12.825.699.32
Janus Global Life Sciences THealth-15.8319.3919.37
Federated Kaufmann Large Cap ALarge Growth-5.2411.6312.13
Matthew 25Large Blend-8.075.9912.13
Mainstay US Equity Opportunities ALarge Blend-1.3412.2812.98
-8.6800
Parnassus Endeavor FundLarge Growth1.5513.7013.46
PRIMECAP Odyssey Aggressive GrowthMid-Cap Growth-3.9714.1214.71
Rydex Biotechnology AHealth-24.9812.9018.63
Rydex S&P 500 2x Strategy HTrading--Leveraged Equity-1.9018.2518.60
Smead Value InvestorLarge Blend-3.948.7114.45
Sound Shore InvestorLarge Value-3.589.5410.52
USAA Science & TechnologyTechnology-0.4117.4714.40
Fidelity Select Retailing PortfolioConsumer Cyclical13.7017.7618.39
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-3.2%
Three year performance:11.0%
Five year performance:11.9%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Mid-Cap Growth

  

Mid-Cap Blend

  

Real Estate

  

Health

  

Technology

  

Infrastructure

  

Large Growth

  

Small Blend

  

Large Blend

  

Trading--Leveraged Equity

  

Large Value

  

Consumer Cyclical