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Kiplinger 25 for Income: 5 Years or less

May 2016

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.

 
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Kiplinger 25 for Income: 5 Years or less

Reach your long-term goals using our favorite no-load mutual funds.
 30% Stocks |  70% 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
BondDoubleLine Total Return Bond NDLTNX25%6.22%7.6%3.2%3.24%—%none%0.73%
BondFidelity New Markets IncomeFNMIX57.236.232.533.266.57none0.83
BondMetropolitan West Total Return Bond MMWTRX109.2710.063.133.075.31none0.67
BondData not foundPONDX20none
StockT. Rowe Price Dividend GrowthPRDGX1521.5711.3413.4411.5413.45none0.64
StockVanguard Equity-Income InvVEIPX1513.372.829.78.4112.7none0.27
BondVanguard High Yield Corporate InvVWEHX1012.488.055.84.97.76none0.23
   1009.356.155.34.765.57 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.