Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update
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 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-3.256.028.28
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-0.183.135.06
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
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-1.2%
Three year performance:5.2%
Five year performance:6.2%
Portfolio Allocation


See asset allocation examples    |    Search for a financial advisor

  

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