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mutual fund portfoliojlint3024's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
American Century Heritage InvMid-Cap Growth-5.298.917.67
Franklin Mutual Quest ZWorld Allocation-4.284.676.10
T. Rowe Price Spectrum GrowthLarge Growth-3.737.778.08
000
Vanguard Windsor AdmiralLarge Value-5.798.1910.19
Vanguard OH Long-Term Tax-ExemptMuni Ohio7.275.125.81
Fidelity Ohio Municipal IncomeMuni Ohio6.784.805.37
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-0.7%
Three year performance:5.6%
Five year performance:6.2%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Mid-Cap Growth

  

World Allocation

  

Large Growth

  

Large Value

  

Muni Ohio