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mutual fund portfoliolare49's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Buffalo Flexible IncomeAllocation--50% to 70% Equity-2.413.056.23
Marsico 21st CenturyLarge Growth-5.598.947.34
James Balanced: Golden Rainbow RAllocation--30% to 50% Equity-
Villere Balanced InvAllocation--50% to 70% Equity-7.731.496.13
Value Line Asset AllocationAllocation--50% to 70% Equity2.817.288.37
PIMCO All Asset All Authority DTactical Allocation-7.49-4.31-0.40
Marsico Flexible CapitalAllocation--85%+ Equity-4.127.499.34
AMG Yacktman ServiceLarge Blend2.256.749.00
API Efficient Frontier Income LAllocation--30% to 50% Equity-4.64-0.241.97
Scout InternationalForeign Large Growth-8.610.701.30
FMI Common StockMid-Cap Blend-0.568.068.60
TCW Total Return Bond NIntermediate-Term Bond2.032.844.63
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Portfolio Performance as of May 31, 2016
One year performance:-2.5%
Three year performance:3.8%
Five year performance:5.5%
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--50% to 70% Equity


Large Growth


Allocation--30% to 50% Equity


Tactical Allocation


Allocation--85%+ Equity


Large Blend


Foreign Large Growth


Mid-Cap Blend


Intermediate-Term Bond