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kenhayes78's Portfolio
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Name | Category | 1 Year (%) | 3 Year (%) | 5 year (%) |
---|---|---|---|---|
Fidelity Contrafund | Large Growth | 1.32 | 11.46 | 11.43 |
Vanguard Dividend Growth Inv | Large Blend | 4.98 | 10.65 | 11.73 |
Fidelity Advisor Biotechnology I | Health | -25.07 | 14.46 | 21.77 |
Fidelity Strategic Dividend & Income | Allocation--70% to 85% Equity | 3.21 | 7.90 | 9.20 |
Vanguard Mid Cap Growth Inv | Mid-Cap Growth | -7.77 | 8.54 | 9.17 |
Portfolio Performance as of May 31, 2016 | |
One year performance: | -4.4% |
Three year performance: | 10.5% |
Five year performance: | 12.5% |
Portfolio Allocation |
Mutual Fund Recommendation and Suggestions
Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories
Large Growth- AB Large Cap Growth I
- AllianzGI Focused Growth D
- AB Large Cap Growth K
- Discover top fund managers in Large Growth category
Large Blend
- Hartford Core Equity R5
- Lazard US Equity Concentrated Instl
- Hartford Core Equity R3
- Discover top fund managers in Large Blend category
Health
- Vanguard Health Care Adm
- AllianzGI Health Sciences D
- Vanguard Health Care Inv
- Discover top fund managers in Health category
Allocation--70% to 85% Equity
- Wells Fargo Advantage Idx Asst Allo Adm
- SEI Moderate Strategy Allc A (SAAT)
- LKCM Balanced
- Discover top fund managers in Allocation--70% to 85% Equity category
Mid-Cap Growth
- Eaton Vance Atlanta Capital SMID-Cap I
- T. Rowe Price Instl Mid-Cap Equity Gr
- Eaton Vance Atlanta Capital SMID-Cap R
- Discover top fund managers in Mid-Cap Growth category