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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 portfoliolunacy909's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Fidelity Disciplined EquityLarge Blend-3.309.829.79
Fidelity Capital AppreciationLarge Growth-4.589.7811.27
Fidelity Stock Selec Lg Cp ValLarge Value-1.549.1610.23
Fidelity Value DiscoveryLarge Value-2.5310.0810.45
Fidelity Spartan 500 Index InvLarge Blend1.6410.9611.57
Fidelity ValueMid-Cap Value-5.918.839.77
Fidelity Spartan Extended Mkt Index InvMid-Cap Blend-
Fidelity Stock Selector Small CapSmall Blend-5.067.557.20
Royce Opportunity SvcSmall Value-10.842.425.15
Fidelity International DiscoveryForeign Large Growth-7.483.683.65
Fidelity Spartan International Idx InvForeign Large Blend-
Fidelity Spartan Total Market Idx InvLarge Blend0.0810.3911.04
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-4.0%
Three year performance:6.6%
Five year performance:7.2%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Large Blend


Large Growth


Large Value


Mid-Cap Value


Mid-Cap Blend


Small Blend


Small Value


Foreign Large Growth


Foreign Large Blend