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mutual fund portfoliomakeit09's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
000
Berwyn IncomeAllocation--30% to 50% Equity0.444.235.21
Buffalo High-YieldHigh Yield Bond0.753.465.03
Dell Inc.000
Fidelity Capital & IncomeHigh Yield Bond-3.234.275.00
Fidelity ContrafundLarge Growth1.3211.4611.43
Fidelity Small Cap DiscoverySmall Blend-2.117.6910.81
Fidelity Select Software & Comp PortTechnology11.0016.8615.78
000
Janus Triton TSmall Growth-1.9311.4811.02
Perkins Mid Cap Value TMid-Cap Value1.597.317.03
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:1.0%
Three year performance:6.1%
Five year performance:6.5%
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--30% to 50% Equity

  

High Yield Bond

  

Large Growth

  

Small Blend

  

Technology

  

Small Growth

  

Mid-Cap Value