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mutual fund portfoliojdg850's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Artisan Mid Cap InvestorMid-Cap Growth-3.458.899.28
RidgeWorth Small Cap Value Equity ISmall Blend5.078.818.77
American Funds Europacific Growth R5Foreign Large Growth-9.433.342.56
Oakmark Equity & Income IAllocation--50% to 70% Equity-5.016.045.94
PIMCO Total Return InstlIntermediate-Term Bond2.002.113.35
Columbia Acorn ZMid-Cap Growth-6.345.346.43
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-2.6%
Three year performance:6.3%
Five year performance:6.4%
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

  

Small Blend

  

Foreign Large Growth

  

Allocation--50% to 70% Equity

  

Intermediate-Term Bond