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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 January 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%7.19%5.29%18.93%13.28%—%1.00%r1.32%
BondDoubleLine Total Return Bond NDLTNX100.572.862.032.73none0.72
StockFMI InternationalFMIJX105.34-5.8976.03none0.9
StockHomestead Small Company StockHSCSX1011.07-19.815.112.7714.88none0.88
StockT. Rowe Price Dividend GrowthPRDGX206.820.913.610.8914.46none0.64
StockVanguard Equity-Income InvVEIPX206.12-3.6311.949.6814.28none0.27
StockVanguard Health Care InvVGHCX156.742.768.8810.6915.18none0.38
   1006.37-1.6310.698.869.52 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.