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mutual fund portfoliojimrsdnyc's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Fidelity Diversified InternationalForeign Large Growth-7.694.833.91
Vanguard PRIMECAP AdmLarge Growth-0.2312.8112.48
Vanguard Total Stock Mkt Idx AdmLarge Blend0.1510.5211.13
Vanguard Windsor II InvLarge Value-2.207.9810.01
Vanguard Explorer InvSmall Growth-8.437.108.03
Vanguard Strategic Equity InvMid-Cap Blend-5.4910.6811.37
Vanguard Total Stock Mkt Idx AdmLarge Blend0.1510.5211.13
Vanguard Short-Term Bond Index InvShort-Term Bond1.281.201.37
Vanguard Short-Term Investment-Grade InvShort-Term Bond1.991.872.10
Vanguard Interm-Term Investment-Grde AdmCorporate Bond3.933.554.54
Vanguard High-Yield Corporate InvHigh Yield Bond0.163.305.53
Vanguard Long-Term Bond Index InvLong-Term Bond6.475.797.60
Domini Social Equity InvLarge Blend-7.067.367.96
Meeder Utilities and InfrastructureInfrastructure-
Sentinel Sustainable Core Opp ALarge Blend-1.428.479.48
Neuberger Berman Socially Rspns InvLarge Growth-0.189.859.01
Pax World Balanced Individual InvAllocation--50% to 70% Equity0.296.215.48
Portfolio 21 Global Equity RWorld Stock-
Parnassus Core Equity InvestorLarge Blend2.9610.9511.90
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-1.1%
Three year performance:6.1%
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

Foreign Large Growth


Large Growth


Large Blend


Large Value


Small Growth


Mid-Cap Blend


Short-Term Bond


Corporate Bond


High Yield Bond


Long-Term Bond




Allocation--50% to 70% Equity


World Stock