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mutual fund portfoliojkerins's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
PIMCO Total Return InstlIntermediate-Term Bond2.002.113.35
Dodge & Cox BalancedAllocation--50% to 70% Equity-1.617.648.75
American Century Large Company Val InstlLarge Value-1.338.9210.85
American Funds Growth Fund of Amer R5Large Growth0.3011.4411.26
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-0.1%
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

Intermediate-Term Bond


Allocation--50% to 70% Equity


Large Value


Large Growth