Tool

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.

 
View Another Investment Portfolio:

 

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 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%3.36%0.79%9.47%8.81%7.01%none%0.67%
BondFidelity Floating Rate High Income+FFRHX152.834.334.623.454.22none0.69
BondFidelity New Markets IncomeFNMIX20-6.93-6.455.264.766.84none0.82
StockVanguard REIT Index InvVGSIX103.134.48.889.827.63none0.26
BondVanguard High Yield Corporate InvVWEHX301.021.885.45.257.2none0.23
   1000.490.566.626.236.67 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.