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Kiplinger 25 for Retirement: 11+ years away

May 2016

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.

 
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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 March 31, 2019

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%19.3%20.63%20.41%14.75%—%1.00%r1.32%
BondDoubleLine Total Return Bond NDLTNX102.024.052.393.02none0.72
StockFMI InternationalFMIJX108.381.487.025.74none0.9
StockHomestead Small Company StockHSCSX1012.71-14.83.322.3114.85none0.9
StockT. Rowe Price Dividend GrowthPRDGX201312.6313.3611.0315.3none0.64
StockVanguard Equity-Income InvVEIPX2011.057.4511.159.2715.31none0.27
StockVanguard Health Care InvVGHCX157.918.929.249.5916none0.34
   10011.217.5310.628.8110.01 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.