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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 portfoliopabsaz's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Fidelity BalancedAllocation--50% to 70% Equity-0.897.978.17
Fidelity Blue Chip GrowthLarge Growth-3.1512.7911.92
Fidelity Strategic Dividend & IncomeAllocation--70% to 85% Equity3.217.909.20
Fidelity Select Insurance PortFinancial8.0012.1913.44
Fidelity Select Retailing PortfolioConsumer Cyclical13.7017.7618.39
Fidelity Select IT Services PortfolioTechnology5.4917.0016.34
Fidelity Select Defense & Aero PortIndustrials-0.0111.7812.36
Fidelity Select Medical Equip & SystemsHealth2.9920.0114.53
Fidelity Mid-Cap StockMid-Cap Growth-2.349.379.50
Fidelity Select Software & Comp PortTechnology11.0016.8615.78
Fidelity Select Materials PortfolioNatural Resources-7.802.903.84
Fidelity Select Construction & Hsg PortConsumer Cyclical6.0910.3615.84
PIMCO Income DMultisector Bond2.394.187.50
SPDR S&P 500Large Blend1.5210.900
iShares S&P 500 IndexLarge Blend1.5710.970
Vanguard S&P 500 ETFLarge Blend000
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:3.2%
Three year performance:10.6%
Five year performance:10.8%
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--50% to 70% Equity

  

Large Growth

  

Allocation--70% to 85% Equity

  

Financial

  

Consumer Cyclical

  

Technology

  

Industrials

  

Health

  

Mid-Cap Growth

  

Natural Resources

  

Multisector Bond

  

Large Blend