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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 portfoliojrexmorgan's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Fidelity Select Consumer Staples PortConsumer Defensive5.439.5311.33
Fidelity Stock Selec Lg Cp ValLarge Value-1.549.1610.23
CGM RealtyReal Estate-9.924.843.98
BruceAllocation--50% to 70% Equity5.2510.138.62
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-0.2%
Three year performance:8.4%
Five year performance:8.5%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Consumer Defensive


Large Value


Real Estate


Allocation--50% to 70% Equity