Retirement Income

Retirement income portfolios provide a mix of stocks, bonds and cash for those investors already in or entering retirement. These portfolios tend to be managed to more of a conservative asset allocation strategy. These portfolios aim to provide investors with steady income throughout retirement. Morningstar®

#1 TIAA-CREF Lifecycle Retirement Income Fund (TLRIX)

Performance (1-yr.): 12.27% Expenses: 0.38%
Performance (1-mo.): 1.00% Total Assets: $303.08M
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#2 T. Rowe Price Retirement Income Fund (TRRIX)

Performance (1-yr.): 11.78% Expenses: 0.57%
Performance (1-mo.): 1.03% Total Assets: $3.71B
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#3 Vanguard Target Retirement Income (VTINX)

Performance (1-yr.): 9.73% Expenses: 0.16%
Performance (1-mo.): 0.82% Total Assets: $11.04B
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#4 Manning & Napier Target Income Series Fund (MTDIX)

Performance (1-yr.): 11.40% Expenses: 0.72%
Performance (1-mo.): 0.82% Total Assets: $78.31M
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#5 American Century Asset Allocation Portfolios One ChoiceSM In Retirement Portfolio (ARTAX)

Performance (1-yr.): 12.05% Expenses: 1.02%
Performance (1-mo.): 1.16% Total Assets: $611.9M
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#6 JPMorgan SmartRetirement® Income Fund (JSRAX)

Performance (1-yr.): 10.68% Expenses: 0.81%
Performance (1-mo.): 1.06% Total Assets: $1.72B
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#6 USAA Target Retirement Income Fund (URINX)

Performance (1-yr.): 10.29% Expenses: 0.68%
Performance (1-mo.): 0.97% Total Assets: $380.99M
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#8 State Farm LifePath Retirement Fund (SLRAX)

Performance (1-yr.): 10.76% Expenses: 1.17%
Performance (1-mo.): 0.98% Total Assets: $1.15B
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#9 DWS LifeCompass Retirement Fund (SUCAX)

Performance (1-yr.): 11.62% Expenses: 1.01%
Performance (1-mo.): 1.19% Total Assets: $62.26M
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#10 Fidelity Advisor Freedom Income Fund® (FAFAX)

Performance (1-yr.): 7.20% Expenses: 0.76%
Performance (1-mo.): 0.55% Total Assets: $283.36M
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Top Performing Retirement Income Funds As of 07.03.2014

Fidelity Income Replacement 2042 Fund (FARFX)

Total Return: 1.75%

Fidelity Income Replacement 2040 Fund (FARWX)

Total Return: 1.68%

Fidelity Income Replacement 2038 Fund (FARVX)

Total Return: 1.65%

Fidelity Income Replacement 2042 Fund (FARFX)

Total Return: 17.17%

Vanguard Managed Payout Fund (VPGDX)

Total Return: 16.80%

Fidelity Income Replacement 2040 Fund (FARWX)

Total Return: 16.56%

Fidelity Income Replacement 2042 Fund (FARFX)

Total Return: 9.97%

Fidelity Income Replacement 2040 Fund (FARWX)

Total Return: 9.65%

Fidelity Income Replacement 2038 Fund (FARVX)

Total Return: 9.38%

* Annualized