5 / 5 Stars
5 5 3 5 1
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 60 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 10.12 percent over the past year, 7.83 percent over the past three years, and 13.70 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.9%|
|3 Years (Annualized)||7.8%|
|5 Years (Annualized)||13.7%|
|10 Years (Annualized)||N/A|
The investment seeks to make monthly distributions of cash while providing inflation protection and preservation of invested capital 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, 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 Low compared to funds in the same category.
Vanguard Managed Payout Fund has an expense ratio of 0.03 percent.
Risk is High compared to funds in the same category according to Morningstar.