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Higher Risk, Higher Yield Mutual Fund Portfolio

February 2017

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.

 
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Higher Risk, Higher Yield Mutual Fund Portfolio

The more yield you strive for, the more risk you take.
 35% Stocks |  65% Bonds | 


 Data through August 31, 2019

FUND NAME SYMBOL % OF
PORTFOLIO
YTD
RETURN
1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
MAX LOAD EXPENSE RATIO
StockAmerican Century Utilities InvBULIX25%13.69%10.99%6.38%7.44%10.32%none%0.67%
BondFidelity Floating Rate High Income+FFRHX156.193.314.263.364.3none0.68
BondFidelity New Markets IncomeFNMIX207.236.232.533.266.57none0.83
StockVanguard REIT Index Inv**VGSIX1025.6614.415.598.0413.25none0.25
BondVanguard High Yield Corporate InvVWEHX3012.488.055.84.97.76none0.23
   10012.118.365.055.288.2 0.54
** 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..

Our high-income portfolio focuses on areas such as junk bonds and other nontraditional sources of income, inlcluding an emerging-markets bond fund (FNMIX) with a hefty yield.