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mutual fund portfoliosjbrown11's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Templeton Global Bond AWorld Bond-6.30-0.901.16
American Century Equity Income InvLarge Value9.469.8810.07
Fidelity Low-Priced StockMid-Cap Value-3.828.159.55
FMI Common StockMid-Cap Blend-0.568.068.60
MainStay International Equity IForeign Large Growth-2.273.802.44
Fidelity Diversified InternationalForeign Large Growth-7.694.833.91
Fidelity Disciplined EquityLarge Blend-3.309.829.79
Fidelity ContrafundLarge Growth1.3211.4611.43
Amana Income InvestorLarge Blend0.818.268.53
Fidelity BalancedAllocation--50% to 70% Equity-0.897.978.17
T. Rowe Price International DiscoveryForeign Small/Mid Growth-1.058.106.93
T. Rowe Price Mid-Cap GrowthMid-Cap Growth0.9613.4511.64
T. Rowe Price New EraNatural Resources-7.94-1.87-3.45
T. Rowe Price High YieldHigh Yield Bond-1.702.705.16
T. Rowe Price Small-Cap ValueSmall Blend1.836.018.06
T. Rowe Price New HorizonsSmall Growth-3.3111.2512.54
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Portfolio Performance as of May 31, 2016
One year performance:-1.4%
Three year performance:6.5%
Five year performance:6.7%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

World Bond

  

Large Value

  

Mid-Cap Value

  

Mid-Cap Blend

  

Foreign Large Growth

  

Large Blend

  

Large Growth

  

Allocation--50% to 70% Equity

  

Foreign Small/Mid Growth

  

Mid-Cap Growth

  

Natural Resources

  

High Yield Bond

  

Small Blend

  

Small Growth