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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 portfoliotroiscats's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Vanguard Small Cap Index AdmSmall Blend-3.998.489.39
Vanguard Total Stock Mkt Idx AdmLarge Blend0.1510.5211.13
Vanguard Total Bond Market Index InvIntermediate-Term Bond2.962.683.13
Vanguard Wellington InvAllocation--50% to 70% Equity1.937.538.50
Janus Balanced DAllocation--50% to 70% Equity-2.136.076.98
Janus Growth & Income TLarge Blend1.339.7410.04
Janus Research TLarge Growth-1.4712.4711.06
Dodge & Cox International StockForeign Large Blend-18.170.521.35
Gabelli Asset AAALarge Blend-3.496.167.87
Meridian Growth LegacySmall Growth-2.798.048.08
Rydex NASDAQ-100 InvLarge Growth0.5015.0213.85
-11.750.170
Fidelity BalancedAllocation--50% to 70% Equity-0.897.978.17
Fidelity Capital & IncomeHigh Yield Bond-3.234.275.00
Fidelity ContrafundLarge Growth1.3211.4611.43
Fidelity Corporate BondCorporate Bond2.423.444.98
Fidelity Japan Smaller CompaniesJapan Stock4.978.0211.63
Fidelity New Markets IncomeEmerging Markets Bond3.182.625.51
Fidelity New MillenniumLarge Growth-2.408.4910.00
Fidelity Select Banking PortfolioFinancial-1.678.8110.32
Fidelity Select Health Care PortfolioHealth-13.3019.0718.41
Fidelity Select Air Transportation PortIndustrials-2.5214.2614.09
Fidelity Select Software & Comp PortTechnology11.0016.8615.78
Fidelity Select Utilities PortfolioUtilities4.3210.6610.50
Fidelity Small Cap DiscoverySmall Blend-2.117.6910.81
Fidelity Value DiscoveryLarge Value-2.5310.0810.45
** Click on column heading to sort data **

 

Portfolio Performance as of May 31, 2016
One year performance:-1.5%
Three year performance:9.8%
Five year performance:10.3%
Portfolio Allocation


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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Small Blend

  

Large Blend

  

Intermediate-Term Bond

  

Allocation--50% to 70% Equity

  

Large Growth

  

Foreign Large Blend

  

Small Growth

  

High Yield Bond

  

Corporate Bond

  

Japan Stock

  

Emerging Markets Bond

  

Financial

  

Health

  

Industrials

  

Technology

  

Utilities

  

Large Value