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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-6.068.078.85
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-10.032.072.05
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