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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-3.234.275.00
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
000
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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