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mutual fund portfoliolarson's Portfolio

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NameCategory1 Year (%)3 Year (%)5 year (%)
AB Small Cap Growth ISmall Growth-10.986.217.66
MFS Instl International EquityForeign Large Growth-10.712.232.68
Invesco Diversified Dividend R5Large Value5.6511.1611.61
PIMCO Total Return InstlIntermediate-Term Bond2.002.113.35
iShares MSCI EAFE IndexForeign Large Blend000
Fidelity Select Biotechnology PortfolioHealth-24.9915.5922.26
T. Rowe Price New HorizonsSmall Growth-3.3111.2512.54
Kinetics Market Opportunities No LoadFinancial-
NicholasLarge Growth-8.3910.8312.28
Mairs & Power Balanced InvAllocation--50% to 70% Equity2.856.708.73
Harbor Capital Appreciation InvLarge Growth-1.8012.8211.20
Janus Triton TSmall Growth-1.9311.4811.02
Hennessy Gas Utility InvestorUtilities-2.729.0011.22
Vanguard Dividend Growth InvLarge Blend4.9810.6511.73
Berwyn IncomeAllocation--30% to 50% Equity0.444.235.21
Lazard Global Listed Infrastructure OpenInfrastructure3.6113.5312.49
T. Rowe Price Capital AppreciationAllocation--50% to 70% Equity5.8311.2610.99
T. Rowe Price Media & TelecommunicationsCommunications6.7114.5913.22
SunAmerica Focused Dividend Strategy CLarge Value0.349.1512.35
Akre Focus RetailMid-Cap Growth1.5310.8514.71
Artisan Global Value InvestorWorld Stock-2.146.759.29
Janus Global Life Sciences THealth-15.8319.3919.37
AMG Yacktman ServiceLarge Blend2.256.749.00
Wasatch World InnovatorsWorld Stock-1.385.708.14
Fidelity Select Health Care PortfolioHealth-13.3019.0718.41
Fidelity Select Multimedia PortfolioConsumer Cyclical-6.589.3113.07
Rydex Consumer Products InvConsumer Defensive9.8011.9412.55
ICON Energy SEquity Energy-15.30-10.13-5.36
Vanguard Convertible Securities InvConvertibles-
Fidelity Select Retailing PortfolioConsumer Cyclical13.7017.7618.39
Mairs & Power Growth InvLarge Blend6.1510.5912.46
USAA Growth and Tax StrategyAllocation--30% to 50% Equity4.607.198.52
Franklin Utilities CUtilities10.3910.9511.14
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-2.6%
Three year performance:8.3%
Five year performance:9.7%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Small Growth


Foreign Large Growth


Large Value


Intermediate-Term Bond


Foreign Large Blend






Large Growth


Allocation--50% to 70% Equity




Large Blend


Allocation--30% to 50% Equity






Mid-Cap Growth


World Stock


Consumer Cyclical


Consumer Defensive


Equity Energy