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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 portfoliosaltytls's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Dreyfus Small Cap Stock IndexSmall Blend-0.119.5710.31
Fidelity ContrafundLarge Growth1.3211.4611.43
Fidelity Select Biotechnology PortfolioHealth-24.9915.5922.26
Fidelity Select Construction & Hsg PortConsumer Cyclical6.0910.3615.84
Fidelity Select Insurance PortFinancial8.0012.1913.44
Fidelity Select Multimedia PortfolioConsumer Cyclical-6.589.3113.07
Fidelity Select Retailing PortfolioConsumer Cyclical13.7017.7618.39
Fidelity Spartan 500 Index AdvtgLarge Blend1.6911.0111.62
Fidelity Spartan Extnd Mkt Idx AdvtgMid-Cap Blend-6.018.118.88
Fidelity Strategic IncomeMultisector Bond0.512.373.55
000
Hennessy Gas Utility InvestorUtilities-2.729.0011.22
Vanguard Capital Value InvMid-Cap Blend-15.934.116.08
Vanguard Dividend Appreciation Idx InvLarge Blend3.128.809.87
PIMCO Total Return DIntermediate-Term Bond1.701.813.05
AMG Yacktman ServiceLarge Blend2.256.749.00
iShares S&P MidCap 400 Value IndexMid-Cap Value-1.179.290
000
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Portfolio Performance as of May 31, 2016
One year performance:-7.4%
Three year performance:8.4%
Five year performance:10.5%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Small Blend

  

Large Growth

  

Health

  

Consumer Cyclical

  

Financial

  

Large Blend

  

Mid-Cap Blend

  

Multisector Bond

  

Utilities

  

Intermediate-Term Bond

  

Mid-Cap Value