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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 portfoliomikes425's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Wasatch Large Cap Value InvestorLarge Value-1.825.646.19
Gabelli Small Cap Growth AAASmall Blend-2.446.908.61
Harbor International InvestorForeign Large Blend-
Royce Total Return InvmtSmall Blend-1.225.657.22
Royce Smaller-Companies Growth SvcSmall Growth-10.594.904.75
Selected American Shares SLarge Blend0.838.858.69
SPDR S&P 500Large Blend1.5210.900
Laudus International MarketMasters InvForeign Large Growth-8.372.062.89
American Century Equity Income InvLarge Value9.469.8810.07
Scout InternationalForeign Large Growth-8.610.701.30
Value Line Larger Companies FocusedLarge Growth1.1012.6510.44
Vanguard Health Care InvHealth-5.1918.5417.16
Vanguard Inflation-Protected Secs InvInflation-Protected Bond1.280.162.22
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-2.7%
Three year performance:7.0%
Five year performance:5.8%
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 Value


Small Blend


Foreign Large Blend


Small Growth


Large Blend


Foreign Large Growth


Large Growth




Inflation-Protected Bond