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®

PIMCO Real Income 2019 Fund (PCIAX)

Performance (1-yr.): 1.77% Expenses: 0.79%
Performance (1-mo.): 0.35% Total Assets: $16.3M
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PIMCO Real Income 2029 Fund (POIAX)

Performance (1-yr.): 3.80% Expenses: 0.79%
Performance (1-mo.): 0.20% Total Assets: $14.26M
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PIMCO RealRetirement Income and Distribution Fund (PTNAX)

Performance (1-yr.): 8.10% Expenses: 1.05%
Performance (1-mo.): 0.77% Total Assets: $65.91M
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PNC Retirement Income Fund (PDTAX)

Performance (1-yr.): 9.06% Expenses: 0.68%
Performance (1-mo.): 0.84% Total Assets: $1.12M
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Principal LifeTime Strategic Income Fund (PALTX)

Performance (1-yr.): 9.31% Expenses: 1.00%
Performance (1-mo.): 0.82% Total Assets: $809.58M
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Putnam Retirement Income Fund Lifestyle 2 (PRYAX)

Performance (1-yr.): 8.70% Expenses: 1.01%
Performance (1-mo.): 0.77% Total Assets: $14.12M
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Putnam Retirement Income Fund Lifestyle 3 (PISFX)

Performance (1-yr.): 12.90% Expenses: 1.11%
Performance (1-mo.): 0.95% Total Assets: $21.24M
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Putnam Retirement Income Lifestyle 1 Fund (PRMAX)

Performance (1-yr.): 7.02% Expenses: 0.93%
Performance (1-mo.): 0.55% Total Assets: $18.39M
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QS Legg Mason Target Retirement Fund (LMPAX)

Performance (1-yr.): 11.67% Expenses: 1.15%
Performance (1-mo.): 1.04% Total Assets: $6.97M
See all details for LMPAX »

Russell LifePoints In Retirement Fund (RZLAX)

Performance (1-yr.): 9.18% Expenses: 0.87%
Performance (1-mo.): 0.55% Total Assets: $39.0M
See all details for RZLAX »

Top Performing Retirement Income Funds As of 07.03.2014

Fidelity Income Replacement 2042 Fund (FARFX)

Total Return: 1.75%

Fidelity Income Replacement 2040 Fund (FARWX)

Total Return: 1.68%

Fidelity Income Replacement 2038 Fund (FARVX)

Total Return: 1.65%

Fidelity Income Replacement 2042 Fund (FARFX)

Total Return: 17.17%

Vanguard Managed Payout Fund (VPGDX)

Total Return: 16.80%

Fidelity Income Replacement 2040 Fund (FARWX)

Total Return: 16.56%

Fidelity Income Replacement 2042 Fund (FARFX)

Total Return: 9.97%

Fidelity Income Replacement 2040 Fund (FARWX)

Total Return: 9.65%

Fidelity Income Replacement 2038 Fund (FARVX)

Total Return: 9.38%

* Annualized