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 October 31, 2017 FUND NAME SYMBOL % OFPORTFOLIO YTDRETURN 1-YRRETURN 3-YRRETURN 5-YRRETURN 10-YRRETURN MAX LOAD EXPENSE RATIO Akre Focus RetailAKREX15%26.57%28.55%12.8%16.88%—%1.00%r1.33% DoubleLine Total Return Bond NDLTNX103.361.872.692.82—none0.72 FMI International**FMIJX1015.2317.699.9212.45—none0.94 Homestead Small Company StockHSCSX108.3426.938.8713.8810.27none0.89 T. Rowe Price Dividend GrowthPRDGX2015.3620.4910.914.417.75none0.64 Vanguard Equity-Income InvVEIPX2013.3320.8410.1313.857.81none0.26 Vanguard Health Care InvVGHCX1516.9519.097.217.2911.21none0.37 10014.9620.069.3613.695.82 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.