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 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
000
Janus Enterprise IMid-Cap Growth1.9112.6411.46
000
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-1.058.106.93
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


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

  

Large Value

  

Mid-Cap Growth

  

Small Growth

  

Small Value

  

Multisector Bond

  

World Bond

  

Short-Term Bond

  

Foreign Small/Mid Growth

  

Foreign Large Blend