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 American Century Asset Allocation Portfolios LIVESTRONG Income Portfolio (ARTAX)
| Performance (1-yr.): 8.73% | Expenses: 1.02% |
| Performance (1-mo.): 1.32% | Total Assets: $465.84M |
#11 Manning & Napier Target Income Series Fund (MTDCX)
| Performance (1-yr.): 8.24% | Expenses: 1.73% |
| Performance (1-mo.): 1.14% | Total Assets: $61.02M |
#13 JPMorgan SmartRetirement® Income Fund (JSRAX)
| Performance (1-yr.): 7.98% | Expenses: 0.84% |
| Performance (1-mo.): 1.44% | Total Assets: $744.28M |
#14 State Farm LifePath Retirement Fund (SLRAX)
| Performance (1-yr.): 6.77% | Expenses: 1.27% |
| Performance (1-mo.): 1.34% | Total Assets: $992.12M |
#15 BlackRock LifePath Retirement Portfolio (LPRAX)
| Performance (1-yr.): 6.78% | Expenses: 1.10% |
| Performance (1-mo.): 1.27% | Total Assets: $587.52M |
#16 Vantagepoint Milestone Retirement Income Fund (VPRRX)
| Performance (1-yr.): 6.44% | Expenses: 0.85% |
| Performance (1-mo.): 0.92% | Total Assets: $316.0M |
#17 MassMutual RetireSMART In Retirement Fund (MRDAX)
| Performance (1-yr.): 7.50% | Expenses: 1.24% |
| Performance (1-mo.): 1.22% | Total Assets: $94.4M |
#18 Fidelity Freedom Income Fund (FFFAX)
| Performance (1-yr.): 5.20% | Expenses: 0.44% |
| Performance (1-mo.): 0.75% | Total Assets: $2.18B |
#18 Fidelity Freedom Index Income Fund (FIKFX)
| Performance (1-yr.): 4.19% | Expenses: 0.19% |
| Performance (1-mo.): 0.68% | Total Assets: $130.45M |
#20 AllianzGI Retirement Income Fund (AGRAX)
| Performance (1-yr.): 8.41% | Expenses: 0.95% |
| Performance (1-mo.): 1.10% | Total Assets: $30.38M |
