Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update
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 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


See asset allocation examples    |    Search for a financial advisor

  

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