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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 portfolioracrc's Portfolio

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NameCategory1 Year (%)3 Year (%)5 year (%)
American Funds Invmt Co of Amer ALarge Blend1.0510.7510.76
American Funds Income Fund of Amer AAllocation--70% to 85% Equity0.406.577.67
American Funds Capital Income Bldr AWorld Allocation-1.045.396.06
Fidelity Capital & IncomeHigh Yield Bond-3.234.275.00
Fidelity Real Estate Investment PortReal Estate13.1611.0110.65
Fidelity Select Materials PortfolioNatural Resources-7.802.903.84
Fidelity Value StrategiesLarge Value-5.197.328.25
Fidelity Select Retailing PortfolioConsumer Cyclical13.7017.7618.39
Fidelity Small Cap DiscoverySmall Blend-2.117.6910.81
Fidelity Select Pharmaceuticals PortHealth-13.8414.0814.44
Oakmark Global Select IWorld Stock-6.275.157.55
FPA CapitalMid-Cap Value-13.97-1.630.56
Fidelity Growth CompanyLarge Growth-2.5412.7712.07
Fidelity Capital AppreciationLarge Growth-4.589.7811.27
AMG Yacktman Focused ServiceLarge Blend1.826.248.58
Fidelity Select Multimedia PortfolioConsumer Cyclical-6.589.3113.07
Fidelity Select Consumer Staples PortConsumer Defensive5.439.5311.33
Fidelity Select Biotechnology PortfolioHealth-24.9915.5922.26
Fidelity Select IT Services PortfolioTechnology5.4917.0016.34
Fidelity Select Chemicals PortfolioNatural Resources-1.888.369.76
Fidelity Focused StockLarge Growth-1.919.079.57
Fidelity New MillenniumLarge Growth-2.408.4910.00
Fidelity Low-Priced StockMid-Cap Value-3.828.159.55
Fidelity Leveraged Company StockMid-Cap Value-10.125.267.46
T. Rowe Price Instl Small-Cap StockSmall Growth-1.878.8910.00
Invesco Small Cap Growth R5Small Growth-5.959.899.64
Huber Capital Small Cap Value InvSmall Value-15.84-4.843.60
PIMCO StocksPLUS Small InstitutionalSmall Blend-8.986.259.09
Fidelity Advisor Consumer Staples AConsumer Defensive5.129.2311.03
Fidelity Select Consumer Discret PortConsumer Cyclical1.3811.4413.23
Fidelity Select Multimedia PortfolioConsumer Cyclical-6.589.3113.07
Fidelity Large Cap Value Enhanced IndexLarge Value-1.359.4611.18
Fidelity Select Leisure PortfolioConsumer Cyclical-5.0410.0911.69
Fidelity Growth & Income PortfolioLarge Blend-2.568.3110.90
Fidelity Select Retailing PortfolioConsumer Cyclical13.7017.7618.39
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-2.8%
Three year performance:8.5%
Five year performance:10.2%
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 Blend

  

Allocation--70% to 85% Equity

  

World Allocation

  

High Yield Bond

  

Real Estate

  

Natural Resources

  

Large Value

  

Consumer Cyclical

  

Small Blend

  

Health

  

World Stock

  

Mid-Cap Value

  

Large Growth

  

Consumer Defensive

  

Technology

  

Small Growth

  

Small Value