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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 portfoliort4545's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Fidelity Strategic IncomeMultisector Bond0.512.373.55
Vanguard Long-Term Investment-Grade InvCorporate Bond8.206.487.98
Vanguard Wellington InvAllocation--50% to 70% Equity1.937.538.50
Parnassus Core Equity InvestorLarge Blend2.9610.9511.90
Vanguard Total Stock Mkt Idx InvLarge Blend0.0410.4011.00
Vanguard Total Intl Stock Index InvForeign Large Blend-10.810.960.40
Vanguard Total Bond Market Index InvIntermediate-Term Bond2.962.683.13
Fidelity Four-in-One IndexAllocation--70% to 85% Equity-
Fidelity Spartan 500 Index InvLarge Blend1.6410.9611.57
Fidelity Spartan Extnd Mkt Idx AdvtgMid-Cap Blend-
Fidelity Spartan US Bond Idx InvestorIntermediate-Term Bond2.912.723.15
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:3.0%
Three year performance:9.3%
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

Multisector Bond


Corporate Bond


Allocation--50% to 70% Equity


Large Blend


Foreign Large Blend


Intermediate-Term Bond


Allocation--70% to 85% Equity


Mid-Cap Blend