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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 June 30, 2018

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%-0.42%-0.06%8.14%7.62%5.95%none%0.67%
BondFidelity Floating Rate High Income+FFRHX151.743.83.863.444.14none0.69
BondFidelity New Markets IncomeFNMIX20-6.1-3.025.164.737.01none0.82
StockVanguard REIT Index InvVGSIX10-0.082.137.377.767.87none0.26
BondVanguard High Yield Corporate InvVWEHX30-1.140.944.444.966.92none0.23
   100-1.420.445.725.656.38 0.53
** 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.