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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 January 31, 2020

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%3.6%30.5%23.35%17.34%17.76%1.00%r1.32%
BondDoubleLine Total Return Bond NDLTNX101.766.914.052.97none0.73
StockFMI InternationalFMIJX10-3.746.984.815.43none0.9
StockHomestead Small Company StockHSCSX10-1.837.97-0.073.4310.64none0.9
StockT. Rowe Price Dividend GrowthPRDGX200.1722.8515.1412.7613.67none0.64
StockVanguard Equity-Income InvVEIPX20-1.9215.7310.8710.3213.05none0.27
StockVanguard Health Care InvVGHCX15-1.7513.1512.457.9714.16none0.34
   100-0.4416.4611.459.5911.18 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.