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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 June 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%8.3%27.36%14.53%15.21%—%1.00%r1.33%
BondDoubleLine Total Return Bond NDLTNX10-0.20.882.12.78none0.72
StockFMI InternationalFMIJX10-0.914.567.098.75none0.91
StockHomestead Small Company StockHSCSX10-1.738.716.359.5711.9none0.88
StockT. Rowe Price Dividend GrowthPRDGX201.6310.8210.9812.319.76none0.64
StockVanguard Equity-Income InvVEIPX20-1.249.6710.7311.1710.15none0.26
StockVanguard Health Care InvVGHCX150.732.272.7713.612.9none0.38
   1001.169.958.5111.137.11 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.