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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 portfoliokwphr's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Principal MidCap InstitutionalMid-Cap Growth-0.8211.2112.46
Victory Sycamore Established Value IMid-Cap Value5.2013.3011.49
Virtus Small-Cap Sustainable Growth ISmall Growth6.0010.9812.10
T. Rowe Price Global TechnologyTechnology10.7124.9317.28
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Portfolio Performance as of May 31, 2016
One year performance:5.3%
Three year performance:15.1%
Five year performance:13.3%
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


Mid-Cap Value


Small Growth