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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

See other Mutual Fund Community Portfolio

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-
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-
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-
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




World Stock


Mid-Cap Value


Large Growth


Consumer Defensive




Small Growth


Small Value