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hboker's Portfolio
See other Mutual Fund Community Portfolio
Name | Category | 1 Year (%) | 3 Year (%) | 5 year (%) |
---|---|---|---|---|
Akre Focus Retail | Mid-Cap Growth | 1.53 | 10.85 | 14.71 |
T. Rowe Price Global Technology | Technology | 10.71 | 24.93 | 17.28 |
Shelton Nasdaq-100 Index Direct | Large Growth | 1.29 | 16.08 | 15.11 |
Fidelity Select Retailing Portfolio | Consumer Cyclical | 13.70 | 17.76 | 18.39 |
PIMCO Income D | Multisector Bond | 2.39 | 4.18 | 7.50 |
Portfolio Performance as of May 31, 2016 | |
One year performance: | 6.2% |
Three year performance: | 16.7% |
Five year performance: | 15.8% |
Portfolio Allocation |
Mutual Fund Recommendation and Suggestions
Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories
Mid-Cap Growth- Eaton Vance Atlanta Capital SMID-Cap I
- T. Rowe Price Instl Mid-Cap Equity Gr
- Eaton Vance Atlanta Capital SMID-Cap R
- Discover top fund managers in Mid-Cap Growth category
Technology
- Fidelity Select IT Services Portfolio
- MFS Technology R4
- Columbia Global Technology Growth Z
- Discover top fund managers in Technology category
Large Growth
- AB Large Cap Growth I
- AllianzGI Focused Growth D
- AB Large Cap Growth K
- Discover top fund managers in Large Growth category
Consumer Cyclical
- Fidelity Select Retailing Portfolio
- Vanguard Consumer Discretionary Idx Adm
- Fidelity Select Leisure Portfolio
- Discover top fund managers in Consumer Cyclical category
Multisector Bond
- Performance Trust Strategic Bond
- PIMCO Income P
- JHancock Income I
- Discover top fund managers in Multisector Bond category