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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 portfolioretire35's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
PIMCO Total Return AdminIntermediate-Term Bond1.741.853.09
Davis NY Venture ALarge Blend-0.078.858.83
T. Rowe Price Growth StockLarge Growth-1.4112.7912.30
Artisan Mid Cap Value InvestorMid-Cap Value-2.885.077.64
Heartland Value PlusSmall Value-13.71-1.181.58
Harbor International AdministrativeForeign Large Blend-11.940.220.88
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-4.7%
Three year performance:4.6%
Five year performance:5.7%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Intermediate-Term Bond


Large Blend


Large Growth


Mid-Cap Value


Small Value


Foreign Large Blend