4 / 5 Stars
4 4 4 5 1
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 62 Retirement Income Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 13.36 percent over the past year, 8.59 percent over the past three years, and 11.24 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||11.6%|
|3 Years (Annualized)||8.6%|
|5 Years (Annualized)||11.2%|
|10 Years (Annualized)||N/A|
The investment seeks to make monthly distributions of cash while providing capital preservation over the long term. The fund invests in Vanguard mutual funds and other investments according to an asset allocation strategy designed to provide shareholders with regular cash flow from their investments in the fund. It may allocate its assets across a broadly diversified selection of opportunities-such as stocks (including stocks issued by real estate investment trusts (REITs)), bonds, cash, inflation-linked investments, and selected other investments-in proportions that reflect the advisor's evaluation of their expected returns and risks as an integrated whole.
Fees are Average compared to funds in the same category.
Vanguard Managed Payout Dis Focus Fund has an expense ratio of 0.03 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.