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 March 31, 2019 FUND NAME SYMBOL % OFPORTFOLIO YTDRETURN 1-YRRETURN 3-YRRETURN 5-YRRETURN 10-YRRETURN MAX LOAD EXPENSE RATIO DoubleLine Total Return Bond NDLTNX25%2.02%4.05%2.39%3.02%—%none%0.72% Fidelity New Markets IncomeFNMIX56.8-0.365.974.669.05none0.83 Metropolitan West Total Return Bond MMWTRX103.144.492.032.485.8none0.67 Data not foundPONDX20—————none— T. Rowe Price Dividend GrowthPRDGX151312.6313.3611.0315.3none0.64 Vanguard Equity-Income InvVEIPX1511.057.4511.159.2715.31none0.27 Vanguard High Yield Corporate InvVWEHX107.565.936.684.519.38none0.23 1005.535.045.444.736.57 0.45 ** 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.