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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
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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.
