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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 portfoliosblattel's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Fidelity Advisor Leveraged Co StkIMid-Cap Value-9.315.648.07
Kinetics Small Cap Opportunities No LoadSmall Blend-12.492.457.99
Royce Premier WSmall Growth-5.464.034.31
RS Value AMid-Cap Blend-8.637.117.42
Fidelity Advisor Mid Cap II IMid-Cap Growth-3.708.787.78
Hartford MidCap AMid-Cap Growth-0.9610.8910.25
Perkins Mid Cap Value LMid-Cap Value1.707.367.11
Longleaf Partners Small-CapMid-Cap Blend-3.119.0810.84
Keeley Small Cap Value ASmall Blend-9.271.775.37
Royce Small-Cap Value ServiceSmall Value-9.382.071.50
RS Partners ASmall Blend-5.523.085.93
Royce Smaller-Companies Growth SvcSmall Growth-10.594.904.75
Satuit Capital US Emerging Companies ASmall Growth-17.87-1.471.38
Diamond Hill Small Cap ASmall Value-3.116.507.56
Perkins Small Cap Value TSmall Value1.418.867.64
Royce Total Return WSmall Blend-1.305.627.20
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-6.1%
Three year performance:5.4%
Five year performance:6.6%
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


Small Blend


Small Growth


Mid-Cap Blend


Mid-Cap Growth


Small Value