Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update
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 portfoliojacarp's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Vanguard GNMA InvIntermediate Government2.643.212.89
Dodge & Cox StockLarge Value-3.939.2710.50
Dodge & Cox International StockForeign Large Blend-18.170.521.35
Vanguard Inflation-Protected Secs InvInflation-Protected Bond1.280.162.22
Third Avenue Real Estate Value InstlGlobal Real Estate-4.826.797.83
USA Mutuals Barrier InvestorLarge Blend7.048.4410.78
Dodge & Cox IncomeIntermediate-Term Bond1.812.853.59
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-2.0%
Three year performance:4.5%
Five year performance:5.6%
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

Intermediate Government

  

Large Value

  

Foreign Large Blend

  

Inflation-Protected Bond

  

Global Real Estate

  

Large Blend

  

Intermediate-Term Bond