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mutual fund portfoliojoankassan's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
American Funds Washington Mutual ALarge Value2.039.6411.01
PRIMECAP Odyssey Aggressive GrowthMid-Cap Growth-3.9714.1214.71
Fidelity Advisor Health Care IHealth-13.2719.0918.12
American Funds Growth Fund of Amer ALarge Growth0.0511.1310.94
American Funds New Perspective AWorld Stock-3.067.477.57
American Funds Capital Income Bldr AWorld Allocation-1.045.396.06
Fidelity Select Consumer Staples PortConsumer Defensive5.439.5311.33
American Funds SMALLCAP World AWorld Stock-7.896.066.27
Prudential Jennison Utility ZUtilities-2.1610.9211.08
PIMCO StocksPLUS Long Duration InstlAllocation--85%+ Equity6.6015.8618.68
Deutsche Global Infrastructure SInfrastructure-4.306.799.66
Hennessy Gas Utility InvestorUtilities-2.729.0011.22
Van Eck Intl Investors Gold AEquity Precious Metals17.95-3.90-15.20
Fidelity Select Medical Equip & SystemsHealth2.9920.0114.53
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-0.2%
Three year performance:10.1%
Five year performance:9.7%
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

  

Mid-Cap Growth

  

Health

  

Large Growth

  

World Stock

  

World Allocation

  

Consumer Defensive

  

Utilities

  

Allocation--85%+ Equity

  

Infrastructure

  

Equity Precious Metals