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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 August 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%31.83%20.67%21.99%15.84%17.04%1.00%r1.32%
BondDoubleLine Total Return Bond NDLTNX106.227.63.23.24none0.73
StockFMI InternationalFMIJX1010.06-0.855.255.18none0.9
StockHomestead Small Company StockHSCSX1011.44-18.31.481.9910.98none0.9
StockT. Rowe Price Dividend GrowthPRDGX2021.5711.3413.4411.5413.45none0.64
StockVanguard Equity-Income InvVEIPX2013.372.829.78.4112.7none0.27
StockVanguard Health Care InvVGHCX155.83-4.946.637.2313.61none0.34
   10015.394.039.928.4910.93 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.