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mutual fund portfoliokoonsman's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Akre Focus RetailMid-Cap Growth1.5310.8514.71
Berwyn IncomeAllocation--30% to 50% Equity0.444.235.21
Fidelity Select Pharmaceuticals PortHealth-13.8414.0814.44
AMG Yacktman Focused ServiceLarge Blend1.826.248.58
Franklin Small-Mid Cap Growth CMid-Cap Growth-9.497.426.59
Prudential Jennison Blend ALarge Growth-4.877.326.88
Prudential Jennison Growth ALarge Growth-1.6912.8611.29
Prudential Jennison Growth ALarge Growth-1.6912.8611.29
Prudential Jennison Utility AUtilities-2.4710.5710.74
Fidelity Select Health Care PortfolioHealth-13.3019.0718.41
Fidelity New MillenniumLarge Growth-2.408.4910.00
PRIMECAP Odyssey Aggressive GrowthMid-Cap Growth-3.9714.1214.71
Fidelity Select Biotechnology PortfolioHealth-24.9915.5922.26
Eventide Gilead NMid-Cap Growth-18.1510.0911.88
Dodge & Cox StockLarge Value-3.939.2710.50
Dodge & Cox International StockForeign Large Blend-18.170.521.35
BBH Core Select NLarge Blend0.496.769.58
Fidelity Select Retailing PortfolioConsumer Cyclical13.7017.7618.39
Oakmark Equity & Income IAllocation--50% to 70% Equity-
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-5.6%
Three year performance:10.2%
Five year performance:11.2%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Mid-Cap Growth


Allocation--30% to 50% Equity




Large Blend


Large Growth




Large Value


Foreign Large Blend


Consumer Cyclical


Allocation--50% to 70% Equity