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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 August 30, 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%15%25.88%17.65%16.4%—%1.00%r1.33%
BondDoubleLine Total Return Bond NDLTNX100.2-0.021.922.98none0.72
StockFMI InternationalFMIJX100.55.418.828.85none0.91
StockHomestead Small Company StockHSCSX100.713.579.689.2411.81none0.88
StockT. Rowe Price Dividend GrowthPRDGX208.0316.0214.7813.3910.25none0.64
StockVanguard Equity-Income InvVEIPX203.9613.8514.2812.1310.52none0.26
StockVanguard Health Care InvVGHCX1512.6214.257.915.3813.49none0.38
   1006.6813.8911.711.997.35 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.