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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 portfoliooakeymertz's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Dodge & Cox StockLarge Value-3.939.2710.50
Manning & Napier Pro-Blend Max Term SAllocation--85%+ Equity-2.515.926.02
Fidelity Equity-IncomeLarge Value-1.686.887.91
Fidelity Leveraged Company StockMid-Cap Value-
Hodges RetailMid-Cap Growth-3.879.129.56
Heartland ValueSmall Value-9.882.703.20
Longleaf PartnersLarge Blend-11.692.634.54
Marsico 21st CenturyLarge Growth-5.598.947.34
Royce Smaller-Companies Growth SvcSmall Growth-10.594.904.75
Stratton Small Cap ValueSmall Blend-
Kinetics Paradigm No LoadMid-Cap Growth-
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-6.5%
Three year performance:6.1%
Five year performance:6.9%
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


Allocation--85%+ Equity


Mid-Cap Value


Mid-Cap Growth


Small Value


Large Blend


Large Growth


Small Growth


Small Blend