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.): 9.73% Expenses: 0.38%
Performance (1-mo.): 2.66% Total Assets: $275.12M
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#2 TIAA-CREF Lifecycle Index Retirement Income Fund (TRILX)

Performance (1-yr.): 8.13% Expenses: 0.16%
Performance (1-mo.): 2.32% Total Assets: $31.84M
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#3 T. Rowe Price Retirement Income Fund (TRRIX)

Performance (1-yr.): 8.18% Expenses: 0.57%
Performance (1-mo.): 2.34% Total Assets: $3.42B
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#4 USAA Target Retirement Income Fund (URINX)

Performance (1-yr.): 5.63% Expenses: 0.68%
Performance (1-mo.): 1.96% Total Assets: $367.75M
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#5 Vanguard Target Retirement Income (VTINX)

Performance (1-yr.): 5.92% Expenses: 0.16%
Performance (1-mo.): 1.76% Total Assets: $10.73B
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#6 American Century Asset Allocation Portfolios One ChoiceSM In Retirement Portfolio (ARTAX)

Performance (1-yr.): 9.88% Expenses: 1.02%
Performance (1-mo.): 2.56% Total Assets: $582.41M
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#7 Manning & Napier Target Income Series Fund (MTDIX)

Performance (1-yr.): 7.47% Expenses: 0.73%
Performance (1-mo.): 2.30% Total Assets: $73.63M
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#8 MFS® Lifetime® Retirement Income Fund (MLLAX)

Performance (1-yr.): 5.56% Expenses: 0.89%
Performance (1-mo.): 1.90% Total Assets: $328.8M
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#8 Russell LifePoints In Retirement Fund (RZLRX)

Performance (1-yr.): 6.00% Expenses: 0.62%
Performance (1-mo.): 2.03% Total Assets: $50.95M
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#10 State Farm LifePath Retirement Fund (SLRAX)

Performance (1-yr.): 6.37% Expenses: 1.18%
Performance (1-mo.): 2.14% Total Assets: $1.11B
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Top Performing Retirement Income Funds As of 03.05.2014

Vanguard Managed Payout Fund (VPGDX)

Total Return: 3.56%

Fidelity Income Replacement 2042 Fund (FARFX)

Total Return: 3.42%

Fidelity Income Replacement 2040 Fund (FARWX)

Total Return: 3.29%

Fidelity Income Replacement 2042 Fund (FARFX)

Total Return: 16.51%

Fidelity Income Replacement 2040 Fund (FARWX)

Total Return: 15.88%

Fidelity Income Replacement 2038 Fund (FARVX)

Total Return: 15.32%

Fidelity Income Replacement 2042 Fund (FARFX)

Total Return: 8.89%

Fidelity Income Replacement 2040 Fund (FARWX)

Total Return: 8.60%

Fidelity Income Replacement 2038 Fund (FARVX)

Total Return: 8.37%

* Annualized