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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, 2018

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%7.96%11.3%14.75%13.01%—%1.00%r1.32%
BondDoubleLine Total Return Bond NDLTNX10-0.47-0.41.512.46none0.72
StockFMI InternationalFMIJX10-7.25-7.075.125.86none0.91
StockHomestead Small Company StockHSCSX10-14.42-11.542.924.3913.23none0.88
StockT. Rowe Price Dividend GrowthPRDGX203.597.1511.1510.7612.93none0.64
StockVanguard Equity-Income InvVEIPX20-0.883.5410.049.5912.1none0.26
StockVanguard Health Care InvVGHCX155.057.445.512.0515.1none0.38
   1000.273.068.239.118.6 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.