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mutual fund portfoliosotomfs88's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
AB Discovery Value AMid-Cap Value-2.897.948.87
Invesco Growth and Income ALarge Value-3.747.389.04
Invesco Comstock ALarge Value-7.055.978.84
American Funds Invmt Co of Amer ALarge Blend1.0510.7510.76
American Funds New Perspective AWorld Stock-3.067.477.57
AB Large Cap Growth ALarge Growth3.1015.4413.04
Franklin Small Cap Value ASmall Value-1.055.938.01
Lord Abbett Mid Cap Stock AMid-Cap Blend-1.878.898.30
MFS Massachusetts Investors Tr ALarge Blend-0.209.5910.35
Oppenheimer Main Street ALarge Blend2.9911.0011.56
Davis NY Venture ALarge Blend-0.078.858.83
PIMCO Total Return AIntermediate-Term Bond1.601.712.95
JPMorgan Mid Cap Equity SelectMid-Cap Growth-3.9810.6910.89
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-1.2%
Three year performance:8.6%
Five year performance:9.2%
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


Large Value


Large Blend


World Stock


Large Growth


Small Value


Mid-Cap Blend


Intermediate-Term Bond


Mid-Cap Growth