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®
| Performance (1-yr.): 8.77% |
Expenses: 0.17% |
| Performance (1-mo.): 1.39% |
Total Assets: $26.44M |
| Performance (1-yr.): 9.45% |
Expenses: 0.39% |
| Performance (1-mo.): 1.31% |
Total Assets: $215.22M |
| Performance (1-yr.): 8.22% |
Expenses: 0.57% |
| Performance (1-mo.): 1.12% |
Total Assets: $3.12B |
| Performance (1-yr.): 7.43% |
Expenses: 0.16% |
| Performance (1-mo.): 1.20% |
Total Assets: $10.56B |
| Performance (1-yr.): 8.39% |
Expenses: 0.63% |
| Performance (1-mo.): 1.36% |
Total Assets: $70.83M |
| Performance (1-yr.): 5.66% |
Expenses: 1.13% |
| Performance (1-mo.): 0.76% |
Total Assets: $153.23M |
| Performance (1-yr.): 8.33% |
Expenses: 0.59% |
| Performance (1-mo.): 1.23% |
Total Assets: $17.19M |
| Performance (1-yr.): 9.74% |
Expenses: 1.15% |
| Performance (1-mo.): 2.21% |
Total Assets: $4.24M |
| Performance (1-yr.): 7.46% |
Expenses: 0.91% |
| Performance (1-mo.): 1.07% |
Total Assets: $279.37M |
| Performance (1-yr.): 7.36% |
Expenses: 0.68% |
| Performance (1-mo.): 0.51% |
Total Assets: $359.11M |
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- Top Performing Retirement Income Funds as of 05.03.2013
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