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 Invesco Balanced-Risk Retirement Now Fund (IANAX)
| Performance (1-yr.): 5.05% | Expenses: 0.77% |
| Performance (1-mo.): 1.08% | Total Assets: $53.0M |
#20 Principal LifeTime Strategic Income Fund (PALTX)
| Performance (1-yr.): 8.17% | Expenses: 1.00% |
| Performance (1-mo.): 1.18% | Total Assets: $810.82M |
#23 Wells Fargo Advantage Dow Jones Target Today Fund (STWRX)
| Performance (1-yr.): 2.06% | Expenses: 0.96% |
| Performance (1-mo.): 1.82% | Total Assets: $905.49M |
#24 DWS LifeCompass Retirement Fund (SUCAX)
| Performance (1-yr.): 10.34% | Expenses: 1.06% |
| Performance (1-mo.): 0.98% | Total Assets: $79.34M |
#25 Fidelity Freedom Index Income Fund (FIKFX)
| Performance (1-yr.): 4.68% | Expenses: 0.19% |
| Performance (1-mo.): 0.76% | Total Assets: $134.48M |
#26 PIMCO RealRetirement Income and Distribution Fund (PTNAX)
| Performance (1-yr.): 5.49% | Expenses: 1.26% |
| Performance (1-mo.): 2.23% | Total Assets: $61.32M |
#27 Fidelity Advisor Freedom Income Fund (FAFAX)
| Performance (1-yr.): 5.75% | Expenses: 0.71% |
| Performance (1-mo.): 0.71% | Total Assets: $325.26M |
#28 Nationwide Retirement Income Fund (NWRAX)
| Performance (1-yr.): 6.16% | Expenses: 0.96% |
| Performance (1-mo.): 2.03% | Total Assets: $30.78M |
BlackRock Lifepath Index Retirement Portfolio (LIRAX)
| Performance (1-yr.): 9.47% | Expenses: 0.47% |
| Performance (1-mo.): 1.19% | Total Assets: $276.54M |
Fidelity Income Replacement 2016 Fund (FRJAX)
| Performance (1-yr.): 5.27% | Expenses: 0.71% |
| Performance (1-mo.): 0.16% | Total Assets: $7.08M |
