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 January 31, 2020 FUND NAME SYMBOL % OFPORTFOLIO YTDRETURN 1-YRRETURN 3-YRRETURN 5-YRRETURN 10-YRRETURN MAX LOAD EXPENSE RATIO Akre Focus RetailAKREX15%3.6%30.5%23.35%17.34%17.76%1.00%r1.32% DoubleLine Total Return Bond NDLTNX101.766.914.052.97—none0.73 FMI InternationalFMIJX10-3.746.984.815.43—none0.9 Homestead Small Company StockHSCSX10-1.837.97-0.073.4310.64none0.9 T. Rowe Price Dividend GrowthPRDGX200.1722.8515.1412.7613.67none0.64 Vanguard Equity-Income InvVEIPX20-1.9215.7310.8710.3213.05none0.27 Vanguard Health Care InvVGHCX15-1.7513.1512.457.9714.16none0.34 100-0.4416.4611.459.5911.18 0.68 ** 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.