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®

Schwab Monthly Income Fund Enhanced Payout (SWKRX)

Performance (1-yr.): 9.35% Expenses: 0.56%
Performance (1-mo.): 0.68% Total Assets: $96.73M
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Schwab Monthly Income Fund Maximum Payout (SWLRX)

Performance (1-yr.): 6.80% Expenses: 0.45%
Performance (1-mo.): 0.35% Total Assets: $54.73M
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Schwab Monthly Income Fund Moderate Payout (SWJRX)

Performance (1-yr.): 11.92% Expenses: 0.66%
Performance (1-mo.): 1.01% Total Assets: $48.0M
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Strategic Advisers® Multi-Manager Income Fund (FEBPX)

Performance (1-yr.): 7.52% Expenses: 0.62%
Performance (1-mo.): 0.68% Total Assets: $932,220
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TIAA-CREF Lifecycle Index Retirement Income Fund (TRILX)

Performance (1-yr.): 11.94% Expenses: 0.16%
Performance (1-mo.): 0.92% Total Assets: $34.98M
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Vanguard Managed Payout Fund (VPGDX)

Performance (1-yr.): 16.80% Expenses: 0.34%
Performance (1-mo.): 1.23% Total Assets: $1.51B
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Voya Global Target Payment Fund (IGPAX)

Performance (1-yr.): 13.58% Expenses: 1.30%
Performance (1-mo.): 1.16% Total Assets: $267.37M
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Voya Index Solution Income Portfolio (ISKIX)

Performance (1-yr.): 11.38% Expenses: 0.51%
Performance (1-mo.): 0.88% Total Assets: $182.47M
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Voya Retirement Solution Income Fund (ISOLX)

Performance (1-yr.): 11.60% Expenses: 0.66%
Performance (1-mo.): 0.84% Total Assets: $56,674
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Voya Solution Income Portfolio (ISWIX)

Performance (1-yr.): 11.13% Expenses: 0.68%
Performance (1-mo.): 0.84% Total Assets: $181.27M
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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