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mutual fund portfolioprovince's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
FPA CrescentAllocation--50% to 70% Equity-1.715.256.81
ICON Long/Short SMid-Cap Growth-12.964.286.32
Permanent PortfolioAllocation--30% to 50% Equity0.150.440.06
Fidelity Puritan KAllocation--50% to 70% Equity-0.538.308.23
Hennessy Gas Utility InvestorUtilities-2.729.0011.22
Pear Tree Polaris Foreign Value OrdForeign Large Value-8.192.904.10
Fidelity Spartan Extnd Mkt Idx AdvtgMid-Cap Blend-6.018.118.88
Fidelity International GrowthForeign Large Growth-5.415.024.90
Fidelity International Discovery KForeign Large Growth-7.343.833.81
Harding Loevner Global Equity AdvisorWorld Stock-2.367.085.96
TCW Select Equities ILarge Growth1.6310.7210.34
Fidelity Contrafund KLarge Growth1.4311.5711.56
JPMorgan Equity Income ALarge Value1.699.6311.17
Fidelity Spartan 500 Index InvLarge Blend1.6410.9611.57
Franklin Small-Mid Cap Growth AMid-Cap Growth-8.798.237.40
AMG Yacktman Focused ServiceLarge Blend1.826.248.58
FairholmeLarge Value-10.64-0.463.38
Akre Focus RetailMid-Cap Growth1.5310.8514.71
Fidelity Real Estate IncomeReal Estate5.635.978.08
Fidelity Spartan International Idx InvForeign Large Blend-10.032.072.05
BruceAllocation--50% to 70% Equity5.2510.138.62
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-1.4%
Three year performance:6.4%
Five year performance:7.5%
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

  

Mid-Cap Growth

  

Allocation--30% to 50% Equity

  

Utilities

  

Foreign Large Value

  

Mid-Cap Blend

  

Foreign Large Growth

  

World Stock

  

Large Growth

  

Large Value

  

Large Blend

  

Real Estate

  

Foreign Large Blend