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mutual fund portfolioibjimbham's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Vanguard Small Cap Index InvSmall Blend-4.098.349.25
Vanguard LifeStrategy Growth InvAllocation--70% to 85% Equity-2.456.546.69
Vanguard LifeStrategy Income InvAllocation--15% to 30% Equity2.044.084.05
Vanguard Interm-Term Bond Index InvIntermediate-Term Bond3.673.134.33
Vanguard Balanced Index InvAllocation--50% to 70% Equity1.457.368.02
Vanguard Short-Term Bond Index InvShort-Term Bond1.281.201.37
Vanguard Long-Term Bond Index InvLong-Term Bond6.475.797.60
Vanguard Total Bond Market Index InvIntermediate-Term Bond2.962.683.13
Vanguard Capital Value InvMid-Cap Blend-15.934.116.08
Vanguard Dividend Appreciation Idx InvLarge Blend3.128.809.87
Vanguard Diversified Equity InvLarge Growth-2.989.8010.49
Vanguard Dividend Growth InvLarge Blend4.9810.6511.73
Vanguard Equity-Income InvLarge Value4.0110.1311.92
Vanguard European Stock Index InvEurope Stock-9.832.261.78
Vanguard Extended Market Idx InvMid-Cap Blend-6.118.018.78
Vanguard Explorer InvSmall Growth-8.437.108.03
Vanguard Interm-Term Invmt-Grade InvCorporate Bond3.833.454.44
Vanguard GNMA InvIntermediate Government2.643.212.89
Vanguard 500 Index InvLarge Blend1.5810.8911.50
Vanguard Short-Term Treasury InvShort Government0.930.770.79
Vanguard Interm-Term Treasury InvIntermediate Government3.082.202.94
Vanguard Short-Term Investment-Grade InvShort-Term Bond1.991.872.10
Vanguard FTSE All-World ex-US Index InvForeign Large Blend-11.230.730.20
Vanguard STAR InvAllocation--50% to 70% Equity-1.436.326.94
Vanguard Total Intl Stock Index InvForeign Large Blend-10.810.960.40
Vanguard High Dividend Yield Index InvLarge Value4.5010.6612.29
Vanguard Global Equity InvWorld Stock-4.566.386.39
Vanguard Growth Index InvLarge Growth0.3711.8511.80
Vanguard Mid Cap Index InvMid-Cap Blend-2.7110.219.90
Vanguard International Explorer InvForeign Small/Mid Blend-2.947.734.41
Vanguard Inflation-Protected Secs InvInflation-Protected Bond1.280.162.22
Vanguard Small Cap Growth Index InvSmall Growth-7.196.837.92
Vanguard Small Cap Value Index InvSmall Value-1.489.5910.25
Vanguard Value Index InvLarge Value1.169.7010.63
Vanguard Large Cap Index InvLarge Blend0.7610.6611.19
Vanguard Mid-Cap Growth Index InvMid-Cap Growth-4.089.798.83
Vanguard Mid Cap Growth InvMid-Cap Growth-7.778.549.17
Vanguard Ltd-Term Tx-ExMuni National Short2.051.361.63
Vanguard Morgan Growth InvLarge Growth-0.9411.5410.52
Vanguard Mid-Cap Value Index InvMid-Cap Value-1.5210.5610.84
Vanguard Pacific Stock Index InvDiversified Pacific/Asia-8.862.212.83
Vanguard Growth & Income InvLarge Blend1.6611.2712.10
Vanguard LifeStrategy Cnsrv Gr InvAllocation--30% to 50% Equity0.634.965.00
Vanguard Strategic Equity InvMid-Cap Blend-5.4910.6811.37
Vanguard Short-Term Federal InvShort Government1.140.981.12
Vanguard LifeStrategy Moderate Gr InvAllocation--50% to 70% Equity-0.805.805.97
Vanguard Strategic Small-Cap Equity InvSmall Blend-4.589.6310.26
Vanguard Target Retirement Income InvTarget-Date Retirement0.894.004.65
Vanguard International Value InvForeign Large Value-13.510.421.08
Vanguard Total Stock Mkt Idx InvLarge Blend0.0410.4011.00
Vanguard Long-Term Treasury InvLong Government8.216.808.33
Vanguard US Value InvLarge Value-1.829.4011.46
Vanguard High-Yield Tax-ExemptMuni National Interm7.385.006.40
Vanguard Wellington InvAllocation--50% to 70% Equity1.937.538.50
Vanguard Long-Term Investment-Grade InvCorporate Bond8.206.487.98
Vanguard International Growth InvForeign Large Growth-9.702.882.31
Vanguard Wellesley Income InvAllocation--30% to 50% Equity4.936.197.41
Vanguard Interm-Term Tx-Ex InvMuni National Interm5.263.574.42
Vanguard Long-Term Tax-ExemptMuni National Long7.224.935.94
Vanguard Windsor InvLarge Value-5.838.1010.09
Vanguard Windsor II InvLarge Value-2.207.9810.01
Vanguard Short-Term Tx-ExMuni National Short0.800.570.74
Vanguard US Growth InvLarge Growth0.4413.3912.27
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-0.8%
Three year performance:6.0%
Five year performance:6.5%
Portfolio Allocation


See asset allocation examples    |    Search for a financial advisor

  

mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Small Blend

  

Allocation--70% to 85% Equity

  

Allocation--15% to 30% Equity

  

Intermediate-Term Bond

  

Allocation--50% to 70% Equity

  

Short-Term Bond

  

Long-Term Bond

  

Mid-Cap Blend

  

Large Blend

  

Large Growth

  

Large Value

  

Europe Stock

  

Small Growth

  

Corporate Bond

  

Intermediate Government

  

Short Government

  

Foreign Large Blend

  

World Stock

  

Foreign Small/Mid Blend

  

Inflation-Protected Bond

  

Small Value

  

Mid-Cap Growth

  

Muni National Short

  

Mid-Cap Value

  

Diversified Pacific/Asia

  

Allocation--30% to 50% Equity

  

Target-Date Retirement

  

Foreign Large Value

  

Long Government

  

Muni National Interm

  

Foreign Large Growth

  

Muni National Long