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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 portfoliokbusch's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Vanguard Health Care InvHealth-5.1918.5417.16
Fidelity Select Biotechnology PortfolioHealth-24.9915.5922.26
Vanguard Capital Opportunity InvLarge Growth-2.9812.0512.37
AMG Yacktman ServiceLarge Blend2.256.749.00
Vanguard Dividend Growth InvLarge Blend4.9810.6511.73
Vanguard Wellington InvAllocation--50% to 70% Equity1.937.538.50
PRIMECAP Odyssey Aggressive GrowthMid-Cap Growth-3.9714.1214.71
Fidelity Select Health Care PortfolioHealth-13.3019.0718.41
PRIMECAP Odyssey GrowthLarge Growth-1.2410.4811.13
PRIMECAP Odyssey StockLarge Blend-0.7110.7711.25
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-3.9%
Three year performance:11.4%
Five year performance:12.4%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Health

  

Large Growth

  

Large Blend

  

Allocation--50% to 70% Equity

  

Mid-Cap Growth