Kiplinger 25 Investment Portfolio: Long-Term (11+ Years Away)

Investment portfolio updated April 2014

This recommended investment portfolio is one of 20+ mutual fund portfolios that we've assembled for investors with different time horizons and risk-tolerance levels to consider.

 
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Kiplinger 25 Investment Portfolio: Long-Term (11+ Years Away)

Rev up your returns with this stock-heavy portfolio.
 75% Stocks |  25% Bonds | 


 Data through August 31, 2016

FUND NAME SYMBOL % OF
PORTFOLIO
YTD
RETURN
1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
EXPENSE RATIO
BondAkre Focus RetailAKREX20%8%8.24%12.4%16.67%—%0.001.34%
StockDodge & Cox International Stock**DODFX204.71-0.992.685.612.850.000.64
StockDodge & Cox StockDODGX158.268.4410.0314.615.710.020.52
StockFidelity New MillenniumFMILX159.798.929.3212.928.9911.560.71
StockFidelity New Markets IncomeFNMIX515.8914.947.546.67.8210.660.84
StockHarding Loevner Emerging Markets Advisor**HLEMX517.1914.633.732.934.610.001.45
StockHomestead Small Company StockHSCSX104.83.156.7512.839.380.000.86
StockMatthews Asian Growth & Income InvMACSX59.1310.182.914.76.799.961.09
BondOsterweis Strategic IncomeOSTIX57.784.633.485.086.170.000.82
   1008.236.67.4910.834.99 0.88
** Closed to new investors. # Closed to new investors; other share classes are available.
r Maximum redemption fee charged when you sell shares. s Front-end load; redemption fee may apply.
— Fund has not existed for the specified time. Source: Morningstar, Inc..

Drawing from our favorite mutual funds, the Kip 25, this portfolio includes a 30% allocation to large-company funds (Dodge & Cox Stock and Fidelity New Millennium) and 30% to small- and midsize-company funds (Akre Focus and Homestead Small Company Stock). Economies in developed foreign countries are recovering, so we allocated 20% to Dodge & Cox International, which buys undervalued foreign stocks. Although developing markets have had a rough time lately, they still have good long-term prospects, so we allocate 5% to Harding Loevner Emerging Markets Stock. And Matthews Asian Growth & Income, which invests in developed and emerging countries, gets 5%. To provide a bit of ballast, we put 10% into bond funds, evenly split between Osterweis Strategic Income, a flexible fixed-income fund, and Fidelity New Markets Income, which buys emerging-markets debt.