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®
| Performance (1-yr.): 8.73% |
Expenses: 1.02% |
| Performance (1-mo.): 1.32% |
Total Assets: $465.84M |
| Performance (1-yr.): 8.24% |
Expenses: 1.73% |
| Performance (1-mo.): 1.14% |
Total Assets: $61.02M |
| Performance (1-yr.): 7.98% |
Expenses: 0.84% |
| Performance (1-mo.): 1.44% |
Total Assets: $744.28M |
| Performance (1-yr.): 6.77% |
Expenses: 1.27% |
| Performance (1-mo.): 1.34% |
Total Assets: $992.12M |
| Performance (1-yr.): 6.78% |
Expenses: 1.10% |
| Performance (1-mo.): 1.27% |
Total Assets: $587.52M |
| Performance (1-yr.): 6.44% |
Expenses: 0.85% |
| Performance (1-mo.): 0.92% |
Total Assets: $316.0M |
| Performance (1-yr.): 7.50% |
Expenses: 1.24% |
| Performance (1-mo.): 1.22% |
Total Assets: $94.4M |
| Performance (1-yr.): 5.20% |
Expenses: 0.44% |
| Performance (1-mo.): 0.75% |
Total Assets: $2.18B |
| Performance (1-yr.): 4.19% |
Expenses: 0.19% |
| Performance (1-mo.): 0.68% |
Total Assets: $130.45M |
| Performance (1-yr.): 8.41% |
Expenses: 0.95% |
| Performance (1-mo.): 1.10% |
Total Assets: $30.38M |
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- Top Performing Retirement Income Funds as of 05.03.2013
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