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®

#11 MFS® Lifetime® Retirement Income Fund (MLLAX)

Performance (1-yr.): 8.60% Expenses: 0.89%
Performance (1-mo.): 0.63% Total Assets: $466.48M
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#12 American Beacon Retirement Income and Appreciation Fund (AAPAX)

Performance (1-yr.): 7.56% Expenses: 1.04%
Performance (1-mo.): 0.52% Total Assets: $92.05M
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#13 Vantagepoint Milestone Retirement Income Fund (VPRRX)

Performance (1-yr.): 8.69% Expenses: 0.81%
Performance (1-mo.): 1.07% Total Assets: $337.48M
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#14 AllianzGI Retirement Income Fund (AGRAX)

Performance (1-yr.): 8.86% Expenses: 0.95%
Performance (1-mo.): 0.79% Total Assets: $30.8M
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American Century Investments One Choice In Retirement Portfolio R6 (ARDTX)

Performance (1-yr.): Expenses: 0.52%
Performance (1-mo.): 1.19% Total Assets: $11.35M
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BlackRock Lifepath Index Retirement Portfolio (LIRIX)

Performance (1-yr.): 11.56% Expenses: 0.21%
Performance (1-mo.): 1.03% Total Assets: $362.03M
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BlackRock LifePath Retirement Portfolio (LPRAX)

Performance (1-yr.): 10.90% Expenses: 1.10%
Performance (1-mo.): 1.10% Total Assets: $463.97M
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Fidelity Freedom® Income Fund (FFFAX)

Performance (1-yr.): 7.55% Expenses: 0.49%
Performance (1-mo.): 0.63% Total Assets: $1.92B
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Fidelity Freedom® Index Income Fund (FIKFX)

Performance (1-yr.): 6.54% Expenses: 0.16%
Performance (1-mo.): 0.53% Total Assets: $170.79M
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Fidelity Freedom K® Income Fund (FFKAX)

Performance (1-yr.): 7.70% Expenses: 0.44%
Performance (1-mo.): 0.71% Total Assets: $1.54B
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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