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Kiplinger 25 for Retirement: 11+ years away

May 2016

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Kiplinger 25 for Retirement: 11+ years away

Reach your long-term goals using our favorite no-load mutual funds.
 90% Stocks |  10% Bonds | 


 Data through October 31, 2017

FUND NAME SYMBOL % OF
PORTFOLIO
YTD
RETURN
1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
MAX LOAD EXPENSE RATIO
StockAkre Focus RetailAKREX15%26.57%28.55%12.8%16.88%—%1.00%r1.33%
BondDoubleLine Total Return Bond NDLTNX103.361.872.692.82none0.72
StockFMI International**FMIJX1015.2317.699.9212.45none0.94
StockHomestead Small Company StockHSCSX108.3426.938.8713.8810.27none0.89
StockT. Rowe Price Dividend GrowthPRDGX2015.3620.4910.914.417.75none0.64
StockVanguard Equity-Income InvVEIPX2013.3320.8410.1313.857.81none0.26
StockVanguard Health Care InvVGHCX1516.9519.097.217.2911.21none0.37
   10014.9620.069.3613.695.82 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.