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®

Fidelity Income Replacement 2016 Fund (FRJAX)

Performance (1-yr.): 3.14% Expenses: 0.65%
Performance (1-mo.): 0.66% Total Assets: $5.51M
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Fidelity Income Replacement 2018 Fund (FRKAX)

Performance (1-yr.): 5.94% Expenses: 0.74%
Performance (1-mo.): 1.35% Total Assets: $6.72M
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Fidelity Income Replacement 2020 Fund (FILAX)

Performance (1-yr.): 8.17% Expenses: 0.77%
Performance (1-mo.): 1.80% Total Assets: $7.56M
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Fidelity Income Replacement 2022 Fund (FRAMX)

Performance (1-yr.): 9.98% Expenses: 0.80%
Performance (1-mo.): 2.17% Total Assets: $8.78M
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Fidelity Income Replacement 2024 Fund (FRNAX)

Performance (1-yr.): 11.37% Expenses: 0.82%
Performance (1-mo.): 2.44% Total Assets: $5.82M
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Fidelity Income Replacement 2026 Fund (FIOAX)

Performance (1-yr.): 12.34% Expenses: 0.84%
Performance (1-mo.): 2.61% Total Assets: $3.87M
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Fidelity Income Replacement 2028 Fund (FARPX)

Performance (1-yr.): 13.05% Expenses: 0.85%
Performance (1-mo.): 2.75% Total Assets: $10.99M
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Fidelity Income Replacement 2030 Fund (FRQAX)

Performance (1-yr.): 13.58% Expenses: 0.86%
Performance (1-mo.): 2.85% Total Assets: $13.48M
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Fidelity Income Replacement 2032 Fund (FIARX)

Performance (1-yr.): 14.06% Expenses: 0.86%
Performance (1-mo.): 2.95% Total Assets: $7.3M
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Fidelity Income Replacement 2034 Fund (FARSX)

Performance (1-yr.): 14.46% Expenses: 0.87%
Performance (1-mo.): 3.02% Total Assets: $6.94M
See all details for FARSX »

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