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mutual fund portfoliojameslarson's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Akre Focus RetailMid-Cap Growth1.5310.8514.71
Artisan Global Value InvestorWorld Stock-2.146.759.29
Berwyn IncomeAllocation--30% to 50% Equity0.444.235.21
Invesco Diversified Dividend R5Large Value5.6511.1611.61
Fidelity Select Biotechnology PortfolioHealth-24.9915.5922.26
Fidelity Select IT Services PortfolioTechnology5.4917.0016.34
SunAmerica Focused Dividend Strategy CLarge Value0.349.1512.35
Franklin Utilities CUtilities10.3910.9511.14
Hennessy Gas Utility InvestorUtilities-2.729.0011.22
ICON Energy SEquity Energy-15.30-10.13-5.36
Janus Global Life Sciences THealth-15.8319.3919.37
Mairs & Power Balanced InvAllocation--50% to 70% Equity2.856.708.73
T. Rowe Price New HorizonsSmall Growth-3.3111.2512.54
T. Rowe Price Capital AppreciationAllocation--50% to 70% Equity5.8311.2610.99
Royce Global Financial Services SvcFinancial-7.346.428.26
USAA Growth and Tax StrategyAllocation--30% to 50% Equity4.607.198.52
USAA Intermediate-Term BondIntermediate-Term Bond1.112.394.18
Vanguard Total Bond Market Index IIntermediate-Term Bond3.072.803.27
Vanguard Convertible Securities InvConvertibles-7.003.284.13
Vanguard Dividend Growth InvLarge Blend4.9810.6511.73
Wasatch World InnovatorsWorld Stock-1.385.708.14
AMG Yacktman ServiceLarge Blend2.256.749.00
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:0.3%
Three year performance:9.1%
Five year performance:10.6%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Mid-Cap Growth

  

World Stock

  

Allocation--30% to 50% Equity

  

Large Value

  

Health

  

Technology

  

Utilities

  

Equity Energy

  

Allocation--50% to 70% Equity

  

Small Growth

  

Financial

  

Intermediate-Term Bond

  

Convertibles

  

Large Blend