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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