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mutual fund portfoliojim's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
American Funds Growth Fund of Amer ALarge Growth0.0511.1310.94
American Funds Income Fund of Amer AAllocation--70% to 85% Equity0.406.577.67
American Funds Washington Mutual ALarge Value2.039.6411.01
American Funds Capital World Gr&Inc AWorld Stock-5.045.635.81
Calamos Global Growth & Income AWorld Allocation-4.123.382.69
Calamos Growth ALarge Growth-5.1410.486.01
Calamos Growth & Income AAllocation--50% to 70% Equity-0.176.895.44
American Funds Capital World Gr&Inc AWorld Stock-5.045.635.81
American Funds Fundamental Invs BLarge Blend1.329.439.46
Franklin Income AAllocation--30% to 50% Equity-4.832.734.80
Franklin Mutual Shares AAllocation--85%+ Equity-
Franklin Mutual Global Discovery AWorld Stock-7.824.325.73
Templeton Growth AWorld Stock-9.751.914.18
Invesco Equity and Income AAllocation--50% to 70% Equity-2.076.317.57
Invesco Equity and Income BAllocation--50% to 70% Equity-2.815.536.92
Invesco Growth and Income ALarge Value-3.747.389.04
Invesco Growth and Income BLarge Value-3.757.389.05
Davis NY Venture ALarge Blend-0.078.858.83
Davis NY Venture BLarge Blend-1.057.837.82
Eaton Vance Large-Cap Value ALarge Value-2.877.788.84
Fidelity Advisor High Income Advtg AHigh Yield Bond-2.803.555.12
Fidelity Advisor High Income Advtg BHigh Yield Bond-3.442.824.40
MFS Total Return AAllocation--50% to 70% Equity1.706.987.55
MFS Total Return BAllocation--50% to 70% Equity0.936.186.75
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-2.4%
Three year performance:5.9%
Five year performance:6.5%
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 Growth


Allocation--70% to 85% Equity


Large Value


World Stock


World Allocation


Allocation--50% to 70% Equity


Large Blend


Allocation--30% to 50% Equity


Allocation--85%+ Equity


High Yield Bond