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.): 11.55% |
Expenses: 0.91% |
| Performance (1-mo.): 1.55% |
Total Assets: $2.18M |
| Performance (1-yr.): 12.00% |
Expenses: 0.92% |
| Performance (1-mo.): 1.63% |
Total Assets: $3.31M |
| Performance (1-yr.): 12.45% |
Expenses: 0.93% |
| Performance (1-mo.): 1.72% |
Total Assets: $11.55M |
| Performance (1-yr.): 10.39% |
Expenses: 1.30% |
| Performance (1-mo.): 1.77% |
Total Assets: $102.2M |
| Performance (1-yr.): 8.35% |
Expenses: 0.55% |
| Performance (1-mo.): 1.34% |
Total Assets: $189.58M |
| Performance (1-yr.): — |
Expenses: 0.66% |
| Performance (1-mo.): 1.37% |
Total Assets: $52,225 |
| Performance (1-yr.): 7.86% |
Expenses: 0.72% |
| Performance (1-mo.): 1.14% |
Total Assets: $212.02M |
| Performance (1-yr.): — |
Expenses: 0.70% |
| Performance (1-mo.): 1.52% |
Total Assets: $4.7M |
| Performance (1-yr.): 0.91% |
Expenses: 0.79% |
| Performance (1-mo.): 0.50% |
Total Assets: $23.57M |
| Performance (1-yr.): 4.33% |
Expenses: 0.79% |
| Performance (1-mo.): 0.81% |
Total Assets: $26.01M |
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- Top Performing Retirement Income Funds as of 05.03.2013
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