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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

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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