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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 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-
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
** Click on column heading to sort data **


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