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.): 6.22% |
Expenses: 0.76% |
| Performance (1-mo.): 0.83% |
Total Assets: $5.57M |
| Performance (1-yr.): 7.50% |
Expenses: 0.80% |
| Performance (1-mo.): 0.97% |
Total Assets: $6.03M |
| Performance (1-yr.): 8.45% |
Expenses: 0.82% |
| Performance (1-mo.): 1.10% |
Total Assets: $4.8M |
| Performance (1-yr.): 9.18% |
Expenses: 0.84% |
| Performance (1-mo.): 1.19% |
Total Assets: $2.65M |
| Performance (1-yr.): 9.70% |
Expenses: 0.85% |
| Performance (1-mo.): 1.25% |
Total Assets: $1.98M |
| Performance (1-yr.): 10.09% |
Expenses: 0.86% |
| Performance (1-mo.): 1.31% |
Total Assets: $7.48M |
| Performance (1-yr.): 10.44% |
Expenses: 0.87% |
| Performance (1-mo.): 1.36% |
Total Assets: $4.65M |
| Performance (1-yr.): 10.70% |
Expenses: 0.88% |
| Performance (1-mo.): 1.43% |
Total Assets: $4.3M |
| Performance (1-yr.): 10.94% |
Expenses: 0.89% |
| Performance (1-mo.): 1.45% |
Total Assets: $3.74M |
| Performance (1-yr.): 11.27% |
Expenses: 0.90% |
| Performance (1-mo.): 1.51% |
Total Assets: $4.15M |
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- Top Performing Retirement Income Funds as of 05.03.2013
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