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®

#21 MassMutual RetireSMART In Retirement Fund (MRDAX)

Performance (1-yr.): 6.16% Expenses: 1.22%
Performance (1-mo.): 2.14% Total Assets: $85.97M
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#22 BlackRock LifePath Retirement Portfolio (LPRAX)

Performance (1-yr.): 6.54% Expenses: 1.10%
Performance (1-mo.): 2.26% Total Assets: $475.73M
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#23 American Beacon Retirement Income and Appreciation Fund (AAPAX)

Performance (1-yr.): 4.96% Expenses: 1.15%
Performance (1-mo.): 1.74% Total Assets: $91.62M
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#24 Wells Fargo Advantage Dow Jones Target Today Fund (STWRX)

Performance (1-yr.): 2.67% Expenses: 0.81%
Performance (1-mo.): 1.21% Total Assets: $812.2M
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#25 AllianzGI Retirement Income Fund (AGRAX)

Performance (1-yr.): 2.74% Expenses: 0.95%
Performance (1-mo.): 1.75% Total Assets: $31.77M
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#26 Invesco Balanced-Risk Retirement Now Fund (IANAX)

Performance (1-yr.): 1.79% Expenses: 0.77%
Performance (1-mo.): 1.35% Total Assets: $50.46M
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#27 PIMCO RealRetirement Income and Distribution Fund (PTNAX)

Performance (1-yr.): 1.18% Expenses: 1.06%
Performance (1-mo.): 1.98% Total Assets: $60.66M
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#28 Nationwide Retirement Income Fund (NWRAX)

Performance (1-yr.): 2.91% Expenses: 0.96%
Performance (1-mo.): 1.79% Total Assets: $27.79M
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American Century Investments One Choice In Retirement Portfolio R6 (ARDTX)

Performance (1-yr.): Expenses: 0.52%
Performance (1-mo.): 2.65% Total Assets: $8.14M
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BlackRock Lifepath Index Retirement Portfolio (LIRIX)

Performance (1-yr.): 7.57% Expenses: 0.22%
Performance (1-mo.): 2.18% Total Assets: $336.2M
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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