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 Kiplinger 25 for Retirement: 11+ years awayReach your long-term goals using our favorite no-load mutual funds. 90% Stocks | 10% Bonds | Data through February 28, 2018 FUND NAME SYMBOL % OFPORTFOLIO YTDRETURN 1-YRRETURN 3-YRRETURN 5-YRRETURN 10-YRRETURN MAX LOAD EXPENSE RATIO Akre Focus RetailAKREX15%3.42%28.14%13.17%16.71%—%1.00%r1.33% DoubleLine Total Return Bond NDLTNX10-1.061.661.792.3—none0.72 FMI International**FMIJX10-2.188.926.349.28—none0.91 Homestead Small Company StockHSCSX10-3.47.645.8910.9611.35none0.89 T. Rowe Price Dividend GrowthPRDGX200.914.8910.1613.549.53none0.64 Vanguard Equity-Income InvVEIPX20-0.9912.1510.1112.769.59none0.26 Vanguard Health Care InvVGHCX150.258.844.7415.9712.35none0.37 100-0.1412.788.1412.436.82 0.69 ** 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.. With growth as the primary goal, this portfolio, using only funds from the Kiplinger 25, holds 90% in stock funds, with one bond fund (Doubleline Total Return) for a touch of ballast.