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mutual fund portfoliokevinwindsor's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
First Eagle US Value ILarge Blend1.576.197.23
AllianzGI NFJ Dividend Value InstlLarge Value-
Janus Growth & Income TLarge Blend1.339.7410.04
Oakmark ILarge Blend-2.689.1011.56
Artisan Mid Cap Value InvestorMid-Cap Value-2.885.077.64
Calamos Growth ALarge Growth-5.1410.486.01
Harbor Small Cap Value InvestorSmall Blend-1.588.049.05
First Eagle Overseas IForeign Large Blend-0.354.774.50
Oakmark International IForeign Large Blend-14.54-0.233.46
Vanguard OH Long-Term Tax-ExemptMuni Ohio7.275.125.81
PIMCO Total Return InstlIntermediate-Term Bond2.002.113.35
PIMCO High Yield Municipal Bond IHigh Yield Muni10.295.467.69
PIMCO High Yield InstlHigh Yield Bond-
Pioneer High Yield AHigh Yield Bond-3.901.533.53
Perkins Mid Cap Value TMid-Cap Value1.597.317.03
Royce Smaller-Companies Growth SvcSmall Growth-10.594.904.75
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Portfolio Performance as of May 31, 2016
One year performance:-1.2%
Three year performance:5.2%
Five year performance:6.2%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Large Blend


Large Value


Mid-Cap Value


Large Growth


Small Blend


Foreign Large Blend


Muni Ohio


Intermediate-Term Bond


High Yield Muni


High Yield Bond


Small Growth