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®

7.3 T. Rowe Price Retirement Income Fund (TRRIX)

Performance (1-yr.): 4.57% Expenses: 0.56%
Performance (1-mo.): 0.71% Total Assets: $2.62B

7.1 Vanguard Target Retirement Income (VTINX)

Performance (1-yr.): 7.11% Expenses: 0.17%
Performance (1-mo.): 0.11% Total Assets: $8.39B

6.6 TIAA-CREF Lifecycle Retirement Income Fund (TLRIX)

Performance (1-yr.): 6.35% Expenses: 0.38%
Performance (1-mo.): 0.73% Total Assets: $141.95M

6.1 JPMorgan SmartRetirement Income Fund (JSRAX)

Performance (1-yr.): 4.67% Expenses: 0.88%
Performance (1-mo.): 0.44% Total Assets: $446.82M

6.1 BlackRock LifePath Retirement Portfolio (LPRAX)

Performance (1-yr.): 6.08% Expenses: 1.10%
Performance (1-mo.): 0.18% Total Assets: $616.85M

5.8 MFS Lifetime Retirement Income Fund (MLLAX)

Performance (1-yr.): 5.34% Expenses: 0.97%
Performance (1-mo.): 0.44% Total Assets: $160.32M

5.7 State Farm LifePath Retirement Fund (SLRAX)

Performance (1-yr.): 5.88% Expenses: 1.27%
Performance (1-mo.): 0.11% Total Assets: $789.73M

5.6 MassMutual RetireSMART In Retirement Fund (MRDAX)

Performance (1-yr.): 4.83% Expenses: 1.16%
Performance (1-mo.): 0.39% Total Assets: $97.1M

5.5 American Century Asset Allocation Portfolios LIVESTRONG Income Portfolio (ARTAX)

Performance (1-yr.): 6.49% Expenses: 1.00%
Performance (1-mo.): 0.95% Total Assets: $358.23M

5.5 Invesco Balanced-Risk Retirement Now Fund (IANAX)

Performance (1-yr.): 9.30% Expenses: 0.80%
Performance (1-mo.): 0.03% Total Assets: $46.1M
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Top Performing Retirement Income Funds as of 04.04.2012

Vanguard Managed Payout Gr Focus Fund (VPGFX)

Total Return: 1.48%

Fidelity Income Replacement 2042 Fund (FARFX)

Total Return: 1.35%

Fidelity Income Replacement 2040 Fund (FARWX)

Total Return: 1.32%

PIMCO Real Income 2029 Fund (POIAX)

Total Return: 13.01%

Invesco Balanced-Risk Retirement Now Fund (IANAX)

Total Return: 9.30%

Vanguard Target Retirement Income (VTINX)

Total Return: 7.11%

Vanguard Managed Payout Gr Focus Fund (VPGFX)

Total Return: 19.58%

Legg Mason Target Retirement Fund (LMPAX)

Total Return: 19.50%

Fidelity Income Replacement 2042 Fund (FARFX)

Total Return: 18.29%

* annualized