Kiplinger 25 Investment Portfolio: Mid-Term (6-10 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: Mid-Term (6-10 Years Away)

When there’s time left to be aggressive, but not wildly so.
 55% Stocks |  45% 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%
BondDoubleLine Total Return Bond NDLTNX153.43.654.284.370.000.72
StockDodge & Cox International Stock**DODFX154.71-0.992.685.612.850.000.64
StockFidelity New MillenniumFMILX259.798.929.3212.928.9911.560.71
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 StockHSCSX54.83.156.7512.839.380.000.86
BondOsterweis Strategic IncomeOSTIX107.784.633.485.086.170.000.82
   1007.946.387.119.694.39 0.89
** 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..

Like our long-term Kiplinger 25 Investment portfolio, we again draw on our favorite funds. But his portfolio trims the total stock allocation to 70%. The 30% stake in bond funds should boost income and overall portfolio stability. On the stock side, the focus is on large and small U.S. companies. We also include both Dodge & Cox International Stock and Harding Loevner Emerging Markets Stock. On the bond side, we paired the low-volatility DoubleLine Total Return Bond, which focuses on mortgage securities, with Osterweis, which is more of a freewheeler—it can invest in any kind of bond. And we added 5% to Fidelity New Markets Income, which invests in emerging-markets bonds.