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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 portfolioozzie's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
CGM MutualAllocation--70% to 85% Equity-8.851.173.88
Longleaf Partners Small-CapMid-Cap Blend-3.119.0810.84
Columbia Value and Restructuring ZLarge Blend1.4111.529.44
Hodges Small Cap RetailSmall Blend-12.825.699.32
T. Rowe Price Mid-Cap ValueMid-Cap Value2.5810.9010.62
Janus Triton TSmall Growth-1.9311.4811.02
Vanguard Small Cap Growth Index InvSmall Growth-7.196.837.92
Janus Contrarian TMid-Cap Blend-15.414.646.62
Janus Global Select TWorld Stock-13.894.130.92
Vanguard Energy InvEquity Energy-9.73-4.57-3.53
CGM FocusLarge Blend-13.760.432.20
Kinetics Paradigm No LoadMid-Cap Growth-10.244.186.26
Marsico 21st CenturyLarge Growth-5.598.947.34
Buffalo Small CapSmall Growth-9.521.945.95
Vanguard PRIMECAP InvLarge Growth-0.3012.7212.39
T. Rowe Price Mid-Cap GrowthMid-Cap Growth0.9613.4511.64
Vanguard Mid-Cap Growth Index InvMid-Cap Growth-4.089.798.83
Vanguard PRIMECAP Core InvLarge Growth0.2412.1011.84
Vanguard Health Care InvHealth-5.1918.5417.16
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-6.1%
Three year performance:7.5%
Five year performance:7.9%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Allocation--70% to 85% Equity

  

Mid-Cap Blend

  

Large Blend

  

Small Blend

  

Mid-Cap Value

  

Small Growth

  

World Stock

  

Equity Energy

  

Mid-Cap Growth

  

Large Growth

  

Health