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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 portfoliou856043's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Fidelity Blue Chip Growth KLarge Growth-3.0312.9312.07
Fidelity Contrafund KLarge Growth1.4311.5711.56
TCW Select Equities ILarge Growth1.6310.7210.34
Fidelity KLarge Growth-0.7510.239.81
Fidelity Magellan KLarge Growth-0.4012.319.87
Fidelity Spartan 500 Index InvLarge Blend1.6410.9611.57
ClipperLarge Blend5.7210.8911.12
Franklin Small-Mid Cap Growth AdvMid-Cap Growth-8.548.527.67
Neuberger Berman Genesis InstlSmall Growth1.718.518.62
Fidelity Spartan Extended Mkt Index InvMid-Cap Blend-
Wells Fargo Advantage Small Cp Val InstlSmall Blend2.282.894.22
Fidelity International Discovery KForeign Large Growth-7.343.833.81
Templeton Foreign AdvForeign Large Value-12.91-0.390.28
Fidelity Spartan International Idx InvForeign Large Blend-
PIMCO Total Return InstlIntermediate-Term Bond2.002.113.35
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-2.9%
Three year performance:6.5%
Five year performance:6.8%
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


Large Blend


Mid-Cap Growth


Small Growth


Mid-Cap Blend


Small Blend


Foreign Large Growth


Foreign Large Value


Foreign Large Blend


Intermediate-Term Bond