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.): 3.87% Expenses: 0.79%
Performance (1-mo.): 0.58% Total Assets: $16.52M
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PIMCO Real Income 2029 Fund (POIAX)

Performance (1-yr.): 7.79% Expenses: 0.79%
Performance (1-mo.): 0.64% Total Assets: $15.05M
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PNC Retirement Income Fund (PDTAX)

Performance (1-yr.): 5.27% Expenses: 0.68%
Performance (1-mo.): 0.09% Total Assets: $12.49M
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Putnam Retirement Income Fund Lifestyle 2 (PRYAX)

Performance (1-yr.): 5.70% Expenses: 1.01%
Performance (1-mo.): 0.32% Total Assets: $13.52M
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Putnam Retirement Income Fund Lifestyle 3 (PISFX)

Performance (1-yr.): 9.12% Expenses: 1.11%
Performance (1-mo.): 0.43% Total Assets: $19.2M
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Putnam Retirement Income Lifestyle 1 Fund (PRMAX)

Performance (1-yr.): 4.31% Expenses: 0.93%
Performance (1-mo.): 0.38% Total Assets: $19.83M
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Schwab Monthly Income Fund Enhanced Payout (SWKRX)

Performance (1-yr.): 5.33% Expenses: 0.57%
Performance (1-mo.): 0.34% Total Assets: $93.97M
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Schwab Monthly Income Fund Maximum Payout (SWLRX)

Performance (1-yr.): 2.75% Expenses: 0.46%
Performance (1-mo.): 0.07% Total Assets: $53.31M
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Schwab Monthly Income Fund Moderate Payout (SWJRX)

Performance (1-yr.): 7.84% Expenses: 0.67%
Performance (1-mo.): 0.59% Total Assets: $47.46M
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Strategic Advisers® Multi-Manager Income Fund (FEBPX)

Performance (1-yr.): 3.79% Expenses: 0.67%
Performance (1-mo.): 0.11% Total Assets: $896,993
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Top Performing Retirement Income Funds As of 04.22.2014

Schwab Monthly Income Fund Moderate Payout (SWJRX)

Total Return: 0.59%

Vanguard Managed Payout Fund (VPGDX)

Total Return: 0.56%

Putnam Retirement Income Fund Lifestyle 3 (PISFX)

Total Return: 0.43%

Fidelity Income Replacement 2042 Fund (FARFX)

Total Return: 13.89%

Fidelity Income Replacement 2040 Fund (FARWX)

Total Return: 13.34%

Fidelity Income Replacement 2038 Fund (FARVX)

Total Return: 12.89%

Fidelity Income Replacement 2042 Fund (FARFX)

Total Return: 8.79%

Fidelity Income Replacement 2040 Fund (FARWX)

Total Return: 8.51%

Fidelity Income Replacement 2038 Fund (FARVX)

Total Return: 8.27%

* Annualized