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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 portfoliorlm3292's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Fidelity Low-Priced StockMid-Cap Value-3.828.159.55
Fidelity ContrafundLarge Growth1.3211.4611.43
Fidelity Leveraged Company StockMid-Cap Value-10.125.267.46
Janus Twenty TLarge Growth0.7710.9810.41
Vanguard 500 Index InvLarge Blend1.5810.8911.50
Wasatch Small Cap GrowthSmall Growth-7.664.967.06
Fidelity Select Technology PortfolioTechnology-0.9213.399.60
Meridian Growth LegacySmall Growth-2.798.048.08
Dodge & Cox International StockForeign Large Blend-18.170.521.35
Vanguard Wellington InvAllocation--50% to 70% Equity1.937.538.50
Fidelity Global BalancedWorld Allocation-0.813.893.85
Fidelity Select Medical Equip & SystemsHealth2.9920.0114.53
Fidelity Freedom 2035Target-Date 2035-3.766.175.89
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-3.0%
Three year performance:7.1%
Five year performance:7.7%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Mid-Cap Value

  

Large Growth

  

Large Blend

  

Small Growth

  

Technology

  

Foreign Large Blend

  

Allocation--50% to 70% Equity

  

World Allocation

  

Health

  

Target-Date 2035