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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 portfoliosantidepon's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Artisan Mid Cap InvestorMid-Cap Growth-3.458.899.28
Artisan Mid Cap Value InvestorMid-Cap Value-2.885.077.64
Janus Triton DSmall Growth-1.8611.5711.12
T. Rowe Price Capital AppreciationAllocation--50% to 70% Equity5.8311.2610.99
T. Rowe Price Growth StockLarge Growth-1.4112.7912.30
T. Rowe Price Health SciencesHealth-12.8919.5020.35
T. Rowe Price Mid-Cap GrowthMid-Cap Growth0.9613.4511.64
T. Rowe Price New HorizonsSmall Growth-3.3111.2512.54
Wasatch Small Cap GrowthSmall Growth-7.664.967.06
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-3.0%
Three year performance:11.0%
Five year performance:11.4%
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

  

Mid-Cap Value

  

Small Growth

  

Allocation--50% to 70% Equity

  

Large Growth

  

Health