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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 portfoliomojolarson's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Fidelity Select Biotechnology PortfolioHealth-24.9915.5922.26
T. Rowe Price Capital AppreciationAllocation--50% to 70% Equity5.8311.2610.99
Akre Focus RetailMid-Cap Growth1.5310.8514.71
Fidelity Select Multimedia PortfolioConsumer Cyclical-6.589.3113.07
T. Rowe Price New HorizonsSmall Growth-3.3111.2512.54
PRIMECAP Odyssey Aggressive GrowthMid-Cap Growth-3.9714.1214.71
SunAmerica Focused Dividend Strategy CLarge Value0.349.1512.35
Fidelity Select IT Services PortfolioTechnology5.4917.0016.34
Artisan Global Value InvestorWorld Stock-2.146.759.29
Wasatch World InnovatorsWorld Stock-1.385.708.14
Invesco Diversified Dividend R5Large Value5.6511.1611.61
Hennessy Gas Utility InvestorUtilities-2.729.0011.22
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-3.0%
Three year performance:11.4%
Five year performance:13.7%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Health

  

Allocation--50% to 70% Equity

  

Mid-Cap Growth

  

Consumer Cyclical

  

Small Growth

  

Large Value

  

Technology

  

World Stock

  

Utilities