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.): 5.20% |
Expenses: 0.39% |
| Performance (1-mo.): 0.76% |
Total Assets: $1.59B |
| Performance (1-yr.): 4.57% |
Expenses: 0.77% |
| Performance (1-mo.): 0.54% |
Total Assets: $54.51M |
| Performance (1-yr.): 7.62% |
Expenses: 1.00% |
| Performance (1-mo.): 1.20% |
Total Assets: $825.26M |
| Performance (1-yr.): 3.00% |
Expenses: 0.96% |
| Performance (1-mo.): 0.92% |
Total Assets: $936.58M |
| Performance (1-yr.): 8.33% |
Expenses: 1.06% |
| Performance (1-mo.): 1.33% |
Total Assets: $80.3M |
| Performance (1-yr.): 8.66% |
Expenses: 1.26% |
| Performance (1-mo.): 1.13% |
Total Assets: $62.41M |
| Performance (1-yr.): 4.97% |
Expenses: 0.72% |
| Performance (1-mo.): 0.70% |
Total Assets: $330.34M |
| Performance (1-yr.): 5.73% |
Expenses: 0.96% |
| Performance (1-mo.): 1.13% |
Total Assets: $31.26M |
| Performance (1-yr.): 8.20% |
Expenses: 0.48% |
| Performance (1-mo.): 1.39% |
Total Assets: $272.53M |
| Performance (1-yr.): 4.15% |
Expenses: 0.71% |
| Performance (1-mo.): 0.50% |
Total Assets: $7.11M |
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- Top Performing Retirement Income Funds as of 05.03.2013
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