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. Visit our Portfolio Finder to see them all. View Another Investment Portfolio: Aggressive ETF Portfolio Balanced ETF Portfolio Balanced Mutual Fund Portfolio Contrarian ETF Portfolio ETF Portfolio for Growth and Income ETF Portfolio for Long-Term Growth Fidelity Moderate ETF Portfolio High-Income Combo Portfolio High-Yielding ETF Portfolio Higher Risk, Higher Yield ETF Portfolio Higher Risk, Higher Yield Mutual Fund Portfolio Kiplinger 25 for College: 6-10 years away Kiplinger 25 for Income: 5 Years or less Kiplinger 25 for Retirement: 11+ years away Lower Risk, Lower Yield ETF Portfolio Lower Risk, Lower Yield Mutual Fund Portfolio Multi-Asset ETF Portfolio Multi-Asset Mutual Fund Portfolio Overseas Portfolio for ETF Investors Schwab Growth ETF Portfolio Super-Simple Balanced Mutual Fund Portfolio Tax-Exempt Income Portfolio Vanguard Conservative ETF Portfolio Vanguard Index Funds to Buy and Hold Forever Balanced Mutual Fund PortfolioFor investors who don't have a lot of cash, this portfolio lets you get into good funds with low minimums. 70% Stocks | 30% Bonds | Data through January 31, 2020 FUND NAME SYMBOL % OFPORTFOLIO YTDRETURN 1-YRRETURN 3-YRRETURN 5-YRRETURN 10-YRRETURN MAX LOAD EXPENSE RATIO Amana IncomeAMANX70%-2.2%18.15%11.52%9.16%10.68%none%1.1% Homesteads Short-Term Bond HOSBX300.884.412.591.952.43none0.77 100-1.2814.038.8478.21 1 ** 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.. Amana Trust Income, a terrific fund that requires just $250 to start and will give you a foundation in high-quality dividend stocks. Interesting quirk: It adheres to Islamic religious principles and so, among other things, does not invest in any company that charges interest. Homestead Short-Term Bond invests in a mix of mortgage securities and government and corporate bonds. It requires a $500 initial investment. You could put this portfolio together with as little as $1,700.