Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update
Fund Mojo provides investors and financial advisors with in-depth mutual fund research and analysis, and a community and gateway to connect investors with peers and financial experts to help each other with investments and financial planning needs.

mutual fund portfoliojoemama's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Baron Partners RetailMid-Cap Growth-8.689.409.73
Buffalo DiscoveryMid-Cap Growth-2.2013.2211.46
ASTON/Fairpointe Mid Cap NMid-Cap Blend-
Cohen & Steers Realty SharesReal Estate9.0710.479.33
Direxion Mthly NASDAQ-100 Bull 2X InvTrading--Leveraged Equity-2.5729.7727.11
Eventide Gilead NMid-Cap Growth-18.1510.0911.88
Fidelity Select Biotechnology PortfolioHealth-24.9915.5922.26
Fidelity Select IT Services PortfolioTechnology5.4917.0016.34
Fidelity Select Retailing PortfolioConsumer Cyclical13.7017.7618.39
Lazard Global Listed Infrastructure OpenInfrastructure3.6113.5312.49
Glenmede Large Cap GrowthLarge Growth0.3314.8313.40
Hodges Small Cap RetailSmall Blend-12.825.699.32
Janus Global Life Sciences THealth-15.8319.3919.37
Federated Kaufmann Large Cap ALarge Growth-5.2411.6312.13
Matthew 25Large Blend-8.075.9912.13
Mainstay US Equity Opportunities ALarge Blend-1.3412.2812.98
Parnassus Endeavor FundLarge Growth1.5513.7013.46
PRIMECAP Odyssey Aggressive GrowthMid-Cap Growth-3.9714.1214.71
Rydex Biotechnology AHealth-24.9812.9018.63
Rydex S&P 500 2x Strategy HTrading--Leveraged Equity-1.9018.2518.60
Smead Value InvestorLarge Blend-3.948.7114.45
Sound Shore InvestorLarge Value-3.589.5410.52
USAA Science & TechnologyTechnology-0.4117.4714.40
ProShares Ultra Dow30Trading--Leveraged Equity000
ProShares Ultra MidCap400Trading--Leveraged Equity-5.0615.720
ProShares Ultra QQQTrading--Leveraged Equity-2.6329.820
Retail HOLDRsConsumer Cyclical000
ProShares Ultra S&P500Trading--Leveraged Equity-1.0219.250
Financial Select Sector SPDRFinancial000
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-3.6%
Three year performance:12.3%
Five year performance:11.8%
Portfolio Allocation

See asset allocation examples    |    Search for a financial advisor


mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Mid-Cap Growth


Mid-Cap Blend


Real Estate


Trading--Leveraged Equity






Consumer Cyclical




Large Growth


Small Blend


Large Blend


Large Value