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mutual fund portfoliojcoplin's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Dodge & Cox BalancedAllocation--50% to 70% Equity-1.617.648.75
Dodge & Cox International StockForeign Large Blend-18.170.521.35
Dodge & Cox StockLarge Value-3.939.2710.50
FairholmeLarge Value-10.64-0.463.38
American Funds American Balanced AAllocation--50% to 70% Equity3.017.949.25
Ariel Fund InvestorMid-Cap Blend-7.659.929.09
Ariel Appreciation InvestorMid-Cap Blend-7.278.559.43
Oakmark Global IWorld Stock-12.482.625.13
Oakmark Select ILarge Blend-5.989.5411.10
Oakmark Equity & Income IAllocation--50% to 70% Equity-
Royce Smaller-Companies Growth SvcSmall Growth-10.594.904.75
Fidelity ContrafundLarge Growth1.3211.4611.43
Fidelity Diversified InternationalForeign Large Growth-7.694.833.91
Fidelity Dividend GrowthLarge Blend-2.869.098.48
Fidelity Leveraged Company StockMid-Cap Value-
Fidelity Low-Priced StockMid-Cap Value-3.828.159.55
Fidelity New Markets IncomeEmerging Markets Bond3.182.625.51
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-5.9%
Three year performance:5.5%
Five year performance:6.6%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Allocation--50% to 70% Equity


Foreign Large Blend


Large Value


Mid-Cap Blend


World Stock


Large Blend


Small Growth


Large Growth


Foreign Large Growth


Mid-Cap Value


Emerging Markets Bond