Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update
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 portfoliomecvannin's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
James Balanced: Golden Rainbow RAllocation--30% to 50% Equity-3.274.075.59
CRM Small/Mid Cap Value InvMid-Cap Blend-6.366.387.09
Matthews Asian Growth & Inc InvestorPacific/Asia ex-Japan Stk-6.71-0.472.77
Oakmark Global IWorld Stock-12.482.625.13
Matthews Pacific Tiger InvestorPacific/Asia ex-Japan Stk-9.593.403.79
T. Rowe Price Mid-Cap ValueMid-Cap Value2.5810.9010.62
Manning & Napier Pro-Blend Cnsrv Term SAllocation--30% to 50% Equity-0.832.653.75
Berwyn IncomeAllocation--30% to 50% Equity0.444.235.21
Amana Growth InvestorLarge Growth1.0610.388.47
Gabelli Utilities AAAUtilities4.247.256.97
Columbia Dividend Income ZLarge Value4.699.7611.20
Matthews Asia Dividend InvestorDiversified Pacific/Asia-5.992.765.10
GreenspringAllocation--50% to 70% Equity-0.511.743.83
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:0.0%
Three year performance:0.0%
Five year performance:0.0%
Portfolio Allocation


See asset allocation examples    |    Search for a financial advisor

  

mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Allocation--30% to 50% Equity

  

Mid-Cap Blend

  

Pacific/Asia ex-Japan Stk

  

World Stock

  

Mid-Cap Value

  

Large Growth

  

Utilities

  

Large Value

  

Diversified Pacific/Asia

  

Allocation--50% to 70% Equity