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mutual fund portfoliowkmchow's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
American Funds Growth Fund of Amer ALarge Growth0.0511.1310.94
Vanguard 500 Index InvLarge Blend1.5810.8911.50
American Funds Invmt Co of Amer ALarge Blend1.0510.7510.76
Fidelity ContrafundLarge Growth1.3211.4611.43
American Funds Washington Mutual ALarge Value2.039.6411.01
Dodge & Cox StockLarge Value-3.939.2710.50
PIMCO Total Return InstlIntermediate-Term Bond2.002.113.35
American Funds Capital Income Bldr AWorld Allocation-1.045.396.06
American Funds Capital World Gr&Inc AWorld Stock-5.045.635.81
American Funds Europacific Growth AForeign Large Growth-9.713.042.26
Fidelity MagellanLarge Growth-0.4812.209.75
Vanguard 500 Index AdmiralLarge Blend1.6911.0211.63
Fidelity Diversified InternationalForeign Large Growth-7.694.833.91
Vanguard Institutional Index ILarge Blend1.7011.0311.64
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Portfolio Performance as of May 31, 2016
One year performance:1.2%
Three year performance:11.0%
Five year performance:11.4%
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


Large Blend


Large Value


Intermediate-Term Bond


World Allocation


World Stock


Foreign Large Growth