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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 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 2020-2.255.075.63
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
000
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


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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