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 State Farm LifePath Retirement Fund (SLRAX)

Performance (1-yr.): 5.23% Expenses: 1.18%
Performance (1-mo.): 0.16% Total Assets: $1.1B
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#12 USAA Target Retirement Income Fund (URINX)

Performance (1-yr.): 5.03% Expenses: 0.68%
Performance (1-mo.): 0.27% Total Assets: $370.16M
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#13 Principal LifeTime Strategic Income Fund (PALTX)

Performance (1-yr.): 4.29% Expenses: 1.00%
Performance (1-mo.): 0.17% Total Assets: $790.29M
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#14 Fidelity Freedom® Income Fund (FFFAX)

Performance (1-yr.): 3.95% Expenses: 0.51%
Performance (1-mo.): 0.14% Total Assets: $1.94B
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#15 DWS LifeCompass Retirement Fund (SUCAX)

Performance (1-yr.): 6.17% Expenses: 1.01%
Performance (1-mo.): 0.26% Total Assets: $62.5M
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#15 MassMutual RetireSMART In Retirement Fund (MRDAX)

Performance (1-yr.): 5.16% Expenses: 1.17%
Performance (1-mo.): 0.00% Total Assets: $85.14M
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#17 Fidelity Freedom® Index Income Fund (FIKFX)

Performance (1-yr.): 2.98% Expenses: 0.16%
Performance (1-mo.): 0.01% Total Assets: $166.42M
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#17 Fidelity Freedom K® Income Fund (FFKAX)

Performance (1-yr.): 4.07% Expenses: 0.45%
Performance (1-mo.): 0.13% Total Assets: $1.52B
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#17 Vantagepoint Milestone Retirement Income Fund (VPRRX)

Performance (1-yr.): 4.54% Expenses: 0.82%
Performance (1-mo.): 0.00% Total Assets: $325.92M
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#20 BlackRock LifePath Retirement Portfolio (LPRAX)

Performance (1-yr.): 5.34% Expenses: 1.10%
Performance (1-mo.): 0.14% Total Assets: $460.24M
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Top Performing Retirement Income Funds As of 04.22.2014

Schwab Monthly Income Fund Moderate Payout (SWJRX)

Total Return: 0.59%

Vanguard Managed Payout Fund (VPGDX)

Total Return: 0.56%

Putnam Retirement Income Fund Lifestyle 3 (PISFX)

Total Return: 0.43%

Fidelity Income Replacement 2042 Fund (FARFX)

Total Return: 13.89%

Fidelity Income Replacement 2040 Fund (FARWX)

Total Return: 13.34%

Fidelity Income Replacement 2038 Fund (FARVX)

Total Return: 12.89%

Fidelity Income Replacement 2042 Fund (FARFX)

Total Return: 8.79%

Fidelity Income Replacement 2040 Fund (FARWX)

Total Return: 8.51%

Fidelity Income Replacement 2038 Fund (FARVX)

Total Return: 8.27%

* Annualized