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


Mid-Cap Blend


Pacific/Asia ex-Japan Stk


World Stock


Mid-Cap Value


Large Growth




Large Value


Diversified Pacific/Asia


Allocation--50% to 70% Equity