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mutual fund portfoliomrktyoyo's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Vanguard Target Retirement 2025 InvTarget-Date 2025-1.446.206.56
Vanguard Wellington InvAllocation--50% to 70% Equity1.937.538.50
American Funds New Perspective AWorld Stock-3.067.477.57
Royce Low Priced Stock SvcSmall Blend-13.66-1.87-3.89
Fidelity Capital AppreciationLarge Growth-4.589.7811.27
Vanguard STAR InvAllocation--50% to 70% Equity-1.436.326.94
Vanguard 500 Index InvLarge Blend1.5810.8911.50
Vanguard PRIMECAP InvLarge Growth-0.3012.7212.39
TCW Total Return Bond NIntermediate-Term Bond2.032.844.63
Akre Focus RetailMid-Cap Growth1.5310.8514.71
Vanguard REIT Index InvReal Estate10.4610.0410.05
T. Rowe Price New HorizonsSmall Growth-3.3111.2512.54
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:0.9%
Three year performance:8.9%
Five year performance:10.0%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Target-Date 2025


Allocation--50% to 70% Equity


World Stock


Small Blend


Large Growth


Large Blend


Intermediate-Term Bond


Mid-Cap Growth


Real Estate


Small Growth