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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 portfoliotleary's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Fidelity Select Health Care PortfolioHealth-13.3019.0718.41
Invesco Equally-Wtd S&P 500 YLarge Blend0.1710.7911.12
-11.263.097.39
Hotchkis & Wiley Value Opps InstlLarge Value-10.246.509.84
Shelton Nasdaq-100 Index DirectLarge Growth1.2916.0815.11
T. Rowe Price Global TechnologyTechnology10.7124.9317.28
Rydex Internet InvTechnology-1.2012.3110.17
Dodge & Cox StockLarge Value-3.939.2710.50
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-1.8%
Three year performance:10.1%
Five year performance:9.4%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Health

  

Large Blend

  

Large Value

  

Large Growth

  

Technology