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mutual fund portfoliozzdm1j's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
Janus Twenty TLarge Growth0.7710.9810.41
Fidelity Real Estate Investment PortReal Estate13.1611.0110.65
Fidelity Diversified InternationalForeign Large Growth-7.694.833.91
American Funds New Perspective R5World Stock-2.777.767.88
Fidelity Equity-IncomeLarge Value-1.686.887.91
Fidelity Dividend GrowthLarge Blend-2.869.098.48
Lord Abbett Mid Cap Stock AMid-Cap Blend-1.878.898.30
Vanguard Target Retirement 2035 InvTarget-Date 2035-2.706.747.06
Vanguard Target Retirement 2045 InvTarget-Date 2045-3.386.837.24
American Funds Growth Fund of Amer ALarge Growth0.0511.1310.94
Vanguard Target Retirement 2040 InvTarget-Date 2040-3.416.827.23
Vanguard Target Retirement 2030 InvTarget-Date 2030-2.056.476.83
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-1.0%
Three year performance:7.0%
Five year performance:6.9%
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


Real Estate


Foreign Large Growth


World Stock


Large Value


Large Blend


Mid-Cap Blend


Target-Date 2035


Target-Date 2045


Target-Date 2040


Target-Date 2030