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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 portfoliojesushchrist's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Wasatch Large Cap Value InvestorLarge Value-1.825.646.19
Fidelity PuritanAllocation--50% to 70% Equity-0.648.208.12
Fidelity Capital & IncomeHigh Yield Bond-
Vanguard Wellesley Income AdmiralAllocation--30% to 50% Equity5.016.267.49
Vanguard Interm-Term Tx-Ex AdmMuni National Interm5.353.664.51
Vanguard Interm-Term Bond Index AdmIntermediate-Term Bond3.723.224.43
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:1.2%
Three year performance:5.0%
Five year performance:5.7%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Large Value


Allocation--50% to 70% Equity


High Yield Bond


Allocation--30% to 50% Equity


Muni National Interm


Intermediate-Term Bond