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®

#20 Fidelity Advisor Freedom Income Fund® (FAFAX)

Performance (1-yr.): 3.65% Expenses: 0.76%
Performance (1-mo.): 0.18% Total Assets: $290.35M
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#22 American Beacon Retirement Income and Appreciation Fund (AAPAX)

Performance (1-yr.): 3.83% Expenses: 1.15%
Performance (1-mo.): 0.57% Total Assets: $91.11M
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#23 Harbor Target Retirement Income Fund (HARAX)

Performance (1-yr.): 2.99% Expenses: 0.60%
Performance (1-mo.): 0.43% Total Assets: $15.59M
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#24 Wells Fargo Advantage Dow Jones Target Today Fund (STWRX)

Performance (1-yr.): 2.11% Expenses: 0.81%
Performance (1-mo.): 0.18% Total Assets: $806.95M
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#25 Invesco Balanced-Risk Retirement Now Fund (IANAX)

Performance (1-yr.): 0.79% Expenses: 0.77%
Performance (1-mo.): 0.44% Total Assets: $49.06M
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#26 AllianzGI Retirement Income Fund (AGRAX)

Performance (1-yr.): 1.97% Expenses: 0.95%
Performance (1-mo.): 0.21% Total Assets: $32.66M
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#27 PIMCO RealRetirement Income and Distribution Fund (PTNAX)

Performance (1-yr.): 0.48% Expenses: 1.06%
Performance (1-mo.): 0.01% Total Assets: $60.26M
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#28 Nationwide Retirement Income Fund (NWRAX)

Performance (1-yr.): 2.02% Expenses: 0.91%
Performance (1-mo.): 0.04% Total Assets: $27.5M
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American Century Investments One Choice In Retirement Portfolio R6 (ARDTX)

Performance (1-yr.): Expenses: 0.52%
Performance (1-mo.): 0.25% Total Assets: $8.14M
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BlackRock Lifepath Index Retirement Portfolio (LIRIX)

Performance (1-yr.): 6.27% Expenses: 0.22%
Performance (1-mo.): 0.07% Total Assets: $344.74M
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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