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 portfoliomichael hendrick's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Fidelity ContrafundLarge Growth1.3211.4611.43
Fidelity Small Cap ValueSmall Value3.629.2911.05
Fidelity PuritanAllocation--50% to 70% Equity-0.648.208.12
Franklin Mutual Global Discovery ZWorld Stock-7.574.626.04
Franklin Mutual European ZEurope Stock-10.252.823.92
Franklin Mutual Shares ZAllocation--85%+ Equity-5.046.337.57
Principal LifeTime 2020 InstlTarget-Date 2020-
Invesco Charter ALarge Blend-3.726.057.24
Vanguard Total Bond Market Index InvIntermediate-Term Bond2.962.683.13
TIAA-CREF Growth & Income RetireLarge Growth-0.6210.8711.30
Fidelity ValueMid-Cap Value-5.918.839.77
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-2.5%
Three year performance:6.0%
Five year performance:6.7%
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

Large Growth


Small Value


Allocation--50% to 70% Equity


World Stock


Europe Stock


Allocation--85%+ Equity


Target-Date 2020


Large Blend


Intermediate-Term Bond


Mid-Cap Value