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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 portfolioryandyer's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Akre Focus RetailMid-Cap Growth1.5310.8514.71
Buffalo DiscoveryMid-Cap Growth-2.2013.2211.46
Columbia Thermostat AAllocation--15% to 30% Equity1.313.915.94
Glenmede Large Cap GrowthLarge Growth0.3314.8313.40
Oppenheimer International Small Co AForeign Small/Mid Growth4.6413.9711.31
Parnassus Endeavor FundLarge Growth1.5513.7013.46
ClearBridge Large Cap Growth ALarge Growth4.9414.2514.16
Invesco Diversified Dividend ALarge Value5.3410.8311.26
Janus Enterprise TMid-Cap Growth1.7512.4811.27
Oberweis International OpportunitiesForeign Small/Mid Growth1.9011.4112.58
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:2.4%
Three year performance:11.8%
Five year performance:11.9%
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 Growth


Allocation--15% to 30% Equity


Large Growth


Foreign Small/Mid Growth


Large Value