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mutual fund portfoliokzzbj1's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Permanent PortfolioAllocation--30% to 50% Equity0.150.440.06
Vanguard Total Bond Market Index AdmIntermediate-Term Bond3.062.793.25
Fidelity New Markets IncomeEmerging Markets Bond3.182.625.51
BruceAllocation--50% to 70% Equity5.2510.138.62
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:2.8%
Three year performance:3.1%
Five year performance:3.6%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Allocation--30% to 50% Equity


Intermediate-Term Bond


Emerging Markets Bond


Allocation--50% to 70% Equity