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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 January 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%3.91%5.65%7.74%7.91%10.12%none%0.67%
BondFidelity Floating Rate High Income+FFRHX152.721.815.8335.54none0.68
BondFidelity New Markets IncomeFNMIX205.71-3.277.655.529.39none0.82
StockVanguard REIT Index Inv**VGSIX1011.749.537.238.7515.32none0.26
BondVanguard High Yield Corporate InvVWEHX304.931.616.964.429none0.23
   1005.182.467.155.749.47 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.