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 JPMorgan SmartRetirement® Income Fund (JSRAX)

Performance (1-yr.): 7.48% Expenses: 0.81%
Performance (1-mo.): 2.42% Total Assets: $1.02B
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#12 Legg Mason Target Retirement Fund (LMPAX)

Performance (1-yr.): 6.46% Expenses: 1.15%
Performance (1-mo.): 2.93% Total Assets: $6.37M
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#13 DWS LifeCompass Retirement Fund (SUCAX)

Performance (1-yr.): 7.86% Expenses: 1.01%
Performance (1-mo.): 2.44% Total Assets: $63.11M
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#14 Principal LifeTime Strategic Income Fund (PALTX)

Performance (1-yr.): 5.36% Expenses: 1.00%
Performance (1-mo.): 1.95% Total Assets: $791.18M
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#15 Fidelity Advisor Freedom Income Fund® (FAFAX)

Performance (1-yr.): 4.62% Expenses: 0.76%
Performance (1-mo.): 1.63% Total Assets: $292.83M
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#15 Fidelity Freedom® Income Fund (FFFAX)

Performance (1-yr.): 4.87% Expenses: 0.51%
Performance (1-mo.): 1.56% Total Assets: $1.95B
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#17 Harbor Target Retirement Income Fund (HARAX)

Performance (1-yr.): 4.18% Expenses: 0.59%
Performance (1-mo.): 2.00% Total Assets: $15.71M
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#18 Fidelity Freedom® Index Income Fund (FIKFX)

Performance (1-yr.): 3.58% Expenses: 0.16%
Performance (1-mo.): 1.42% Total Assets: $164.8M
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#18 Vantagepoint Milestone Retirement Income Fund (VPRRX)

Performance (1-yr.): 5.51% Expenses: 0.82%
Performance (1-mo.): 1.57% Total Assets: $324.72M
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#20 Fidelity Freedom K® Income Fund (FFKAX)

Performance (1-yr.): 4.97% Expenses: 0.45%
Performance (1-mo.): 1.54% Total Assets: $1.52B
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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