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mutual fund portfoliommedugno's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Loomis Sayles Growth YLarge Growth7.7114.6813.85
ClearBridge Large Cap Growth ILarge Growth5.2414.6314.58
Invesco Diversified Dividend YLarge Value5.6011.1211.53
Janus Enterprise IMid-Cap Growth1.9112.6411.46
Aberdeen Small Cap I/SSmall Growth13.0515.4612.67
Undiscovered Mgrs Behavioral Value InstSmall Value4.9311.0912.61
PIMCO Income InstlMultisector Bond2.744.497.80
Prudential Global Total Return ZWorld Bond5.062.283.08
Morgan Stanley Inst Limited Duration IShort-Term Bond2.861.941.90
T. Rowe Price International DiscoveryForeign Small/Mid Growth-
MFS International Value IForeign Large Blend1.878.928.75
Oppenheimer International Small Co YForeign Small/Mid Growth4.9114.2311.66
iShares MSCI EAFE Min VolatilityForeign Large Blend000
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:3.4%
Three year performance:7.5%
Five year performance:7.3%
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


Large Value


Mid-Cap Growth


Small Growth


Small Value


Multisector Bond


World Bond


Short-Term Bond


Foreign Small/Mid Growth


Foreign Large Blend