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 Income: 5 Years or lessReach your long-term goals using our favorite no-load mutual funds. 30% Stocks | 70% Bonds | Data through December 31, 2017 FUND NAME SYMBOL % OFPORTFOLIO YTDRETURN 1-YRRETURN 3-YRRETURN 5-YRRETURN 10-YRRETURN MAX LOAD EXPENSE RATIO DoubleLine Total Return Bond NDLTNX25%3.44%3.44%2.47%2.71%—%none%0.72% Fidelity New Markets IncomeFNMIX510.1510.158.24.347.7none0.83 Metropolitan West Total Return Bond MMWTRX184.108.40.2062.265.36none0.67 Pimco Income DPONDX220.127.116.116.038.83none0.79 T. Rowe Price Dividend GrowthPRDGX1519.3219.3210.8814.838.51none0.64 Vanguard Equity-Income InvVEIPX1518.3818.3811.0214.658.73none0.26 Vanguard High Yield Corporate InvVWEHX107.047.045.485.116.82none0.23 1009.689.686.297.275.97 0.61 ** 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.. This portfolio is designed for investors who want income and some growth. But it's also suitable for short-term savings goals, with the understanding that the closer you get to your goal, the more you need to cut back on your allocation to stock funds from the 30% level we've set here.