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 2029 Fund (POIAX)

Performance (1-yr.): 6.95% Expenses: 0.79%
Performance (1-mo.): 0.30% Total Assets: $15.52M
See all details for POIAX »

PNC Retirement Income Fund (PDTAX)

Performance (1-yr.): 6.42% Expenses: 0.68%
Performance (1-mo.): 1.93% Total Assets: $12.47M
See all details for PDTAX »

Putnam Retirement Income Fund Lifestyle 2 (PRYAX)

Performance (1-yr.): 6.63% Expenses: 1.01%
Performance (1-mo.): 1.75% Total Assets: $13.13M
See all details for PRYAX »

Putnam Retirement Income Fund Lifestyle 3 (PISFX)

Performance (1-yr.): 10.33% Expenses: 1.11%
Performance (1-mo.): 2.57% Total Assets: $17.46M
See all details for PISFX »

Putnam Retirement Income Lifestyle 1 Fund (PRMAX)

Performance (1-yr.): 5.18% Expenses: 0.93%
Performance (1-mo.): 1.26% Total Assets: $19.12M
See all details for PRMAX »

Schwab Monthly Income Fund Enhanced Payout (SWKRX)

Performance (1-yr.): 5.71% Expenses: 0.57%
Performance (1-mo.): 1.92% Total Assets: $92.59M
See all details for SWKRX »

Schwab Monthly Income Fund Maximum Payout (SWLRX)

Performance (1-yr.): 3.02% Expenses: 0.46%
Performance (1-mo.): 1.24% Total Assets: $53.88M
See all details for SWLRX »

Schwab Monthly Income Fund Moderate Payout (SWJRX)

Performance (1-yr.): 8.35% Expenses: 0.67%
Performance (1-mo.): 2.51% Total Assets: $46.2M
See all details for SWJRX »

Strategic Advisers® Multi-Manager Income Fund (FEBPX)

Performance (1-yr.): 4.58% Expenses: 0.67%
Performance (1-mo.): 1.63% Total Assets: $788,713
See all details for FEBPX »

Vanguard Managed Payout Fund (VPGDX)

Performance (1-yr.): 13.73% Expenses: 0.22%
Performance (1-mo.): 3.56% Total Assets: $1.45B
See all details for VPGDX »

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