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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 portfoliorenato's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Fidelity Spartan Total Market Idx InvLarge Blend0.0810.3911.04
Vanguard Small Cap Index InvSmall Blend-4.098.349.25
Fidelity Spartan International Idx InvForeign Large Blend-10.032.072.05
Vanguard Short-Term Bond Index InvShort-Term Bond1.281.201.37
DFA Intermediate Govt Fixed-Income IIntermediate Government3.692.633.36
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-1.4%
Three year performance:5.6%
Five year performance:6.1%
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

  

Small Blend

  

Foreign Large Blend

  

Short-Term Bond

  

Intermediate Government