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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 May 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%21.46%20.1%20.43%14.58%—%1.00%r1.32%
BondDoubleLine Total Return Bond NDLTNX103.575.442.812.94none0.73
StockFMI InternationalFMIJX106.67-2.825.764.94none0.9
StockHomestead Small Company StockHSCSX1010.05-16.851.362.1711.9none0.9
StockT. Rowe Price Dividend GrowthPRDGX201311.312.2210.5613.65none0.64
StockVanguard Equity-Income InvVEIPX208.163.319.348.0413.51none0.27
StockVanguard Health Care InvVGHCX15-0.230.934.557.5214.13none0.34
   1009.464.659.058.048.74 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.