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mutual fund portfoliohuskerd911's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Janus Growth & Income TLarge Blend1.339.7410.04
Goldman Sachs Mid Cap Value InstlMid-Cap Value-8.336.937.89
Baron Small Cap RetailSmall Growth-7.445.456.88
American Funds Europacific Growth R5Foreign Large Growth-9.433.342.56
T. Rowe Price Retirement 2040Target-Date 2040-3.537.377.65
PIMCO Total Return AdminIntermediate-Term Bond1.741.853.09
MFS Value ILarge Value3.0610.5511.43
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-4.5%
Three year performance:6.0%
Five year performance:6.7%
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

  

Mid-Cap Value

  

Small Growth

  

Foreign Large Growth

  

Target-Date 2040

  

Intermediate-Term Bond

  

Large Value