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Kiplinger 25 for Retirement: 11+ years away

May 2016

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Kiplinger 25 for Retirement: 11+ years away

Reach your long-term goals using our favorite no-load mutual funds.
 90% Stocks |  10% Bonds | 


 Data through August 31, 2017

FUND NAME SYMBOL % OF
PORTFOLIO
YTD
RETURN
1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
MAX LOAD EXPENSE RATIO
StockAkre Focus RetailAKREX15%19.21%19.52%11.16%16.18%—%1.00%r1.34%
BondDoubleLine Total Return Bond NDLTNX103.662.172.933.12none0.72
StockFMI International**FMIJX1010.0711.557.1911.37none0.94
StockHomestead Small Company StockHSCSX10-0.7112.615.9612.19.51none0.89
StockT. Rowe Price Dividend GrowthPRDGX2011.11310.1613.877.87none0.64
StockVanguard Equity-Income InvVEIPX208.112.788.5613.117.72none0.26
StockVanguard Health Care InvVGHCX1517.911.629.2918.1711.61none0.37
   10010.7212.478.4113.215.8 0.69
** 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..

With growth as the primary goal, this portfolio, using only funds from the Kiplinger 25, holds 90% in stock funds, with one bond fund (Doubleline Total Return) for a touch of ballast.