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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 portfoliomahoff's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
American Funds Growth Fund of Amer R5Large Growth0.3011.4411.26
BlackRock Basic Value InstlLarge Value-3.998.759.62
BlackRock Small Cap Growth Equity InstlSmall Growth-11.676.926.96
Ariel Fund InvestorMid-Cap Blend-7.659.929.09
American Funds Europacific Growth R5Foreign Large Growth-9.433.342.56
Victory Sycamore Small Company Opp ASmall Value2.969.469.36
Pioneer Bond YIntermediate-Term Bond2.273.044.03
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-3.9%
Three year performance:7.6%
Five year performance:7.6%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Large Growth

  

Large Value

  

Small Growth

  

Mid-Cap Blend

  

Foreign Large Growth

  

Small Value

  

Intermediate-Term Bond