I talked earlier this week about which mutual funds you might want to consider investing in. Money Magazine lists its top 70 every year, and my favorite finance magazine, Kiplinger’s Personal Finance, names its top 25 mutual funds every year as well.
A good advantage of Kiplinger’s list is that they also break the 25 mutual funds down into smaller investment portfolios for every phase of your life.
My favorite is their long-term group of mutual funds. Below is a listing of their portfolio for individuals who will not need to use the money invested for over ten years or longer. You will notice that there are not any bond funds. Bonds are too conservative for young investors who are many years away from retirement.
Long-Term Model Portfolio
|
Fund name (symbol) |
% of portfolio |
Fund style |
|
CGM Focus (CGMFX) |
15% |
Large-cap blend |
|
Dodge & Cox Stock (DODGX) |
15% |
Large-cap value |
|
Marsico 21st Century (MXXIX) |
15% |
Large-cap growth |
|
Selected American Shares (SLASX) |
15% |
Large-cap blend |
|
Baron Small Cap (BSCFX) |
5% |
Small-cap growth |
|
Dodge & Cox International Stock (DODFX) |
20% |
International |
|
Julius Baer International Equity II (JETAX) |
10% |
International |
|
PIMCO CommodityRealRet (PCRDX) |
5% |
Specialty (Natural resources) |
Check out the Mutual Fund link above to see a complete listing of the Kiplinger’s Personal Finance Top 25 Mutual Funds!
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[...] A member of Money Magazine’s Top 70 or Kiplinger’s Top 25 Mutual Funds. These funds have been pre-screened by financial professionals to meet certain investment [...]
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