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mutual fund portfoliotjc106's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Vanguard PRIMECAP InvLarge Growth-0.3012.7212.39
Vanguard Health Care InvHealth-5.1918.5417.16
Vanguard Windsor II InvLarge Value-2.207.9810.01
Vanguard Capital Opportunity InvLarge Growth-2.9812.0512.37
Vanguard Global Equity InvWorld Stock-4.566.386.39
Vanguard Selected Value InvMid-Cap Value-4.198.699.90
Vanguard STAR InvAllocation--50% to 70% Equity-1.436.326.94
Vanguard US Growth InvLarge Growth0.4413.3912.27
Vanguard GNMA InvIntermediate Government2.643.212.89
Buffalo Small CapSmall Growth-9.521.945.95
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-2.1%
Three year performance:7.0%
Five year performance:7.4%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Large Growth

  

Health

  

Large Value

  

World Stock

  

Mid-Cap Value

  

Allocation--50% to 70% Equity

  

Intermediate Government

  

Small Growth