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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 portfoliojolynnb's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Vanguard Small Cap Growth ETFSmall Growth000
AMG Yacktman ServiceLarge Blend2.256.749.00
Tweedy, Browne Global ValueForeign Large Value-4.983.125.44
T. Rowe Price Health SciencesHealth-12.8919.5020.35
Baron Partners RetailMid-Cap Growth-8.689.409.73
Driehaus Emerging Markets GrowthDiversified Emerging Mkts-14.52-4.07-1.72
Fidelity Low-Priced StockMid-Cap Value-3.828.159.55
Energy Select Sector SPDREquity Energy000
AB High Income AMultisector Bond-0.302.375.29
American Funds Capital World Gr&Inc F1World Stock-5.105.595.78
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-4.4%
Three year performance:4.6%
Five year performance:5.8%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Small Growth


Large Blend


Foreign Large Value




Mid-Cap Growth


Diversified Emerging Mkts


Mid-Cap Value


Equity Energy


Multisector Bond


World Stock