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®

Vanguard Managed Payout Fund (VPGDX)

Performance (1-yr.): 12.01% Expenses: 0.34%
Performance (1-mo.): 0.56% Total Assets: $1.46B
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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