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Retirement Income: Total Returns

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Data through 5/18/2012. Click here to return to the Fund Category Performance page.
Our favorite Retirement Income funds.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Retirement Income -2.35 2.28 -1.85 0.20 9.57 2.62
American Beacon Retire Inc & Apprec Inv AANPX -0.93 1.82 -0.99 2.00 7.13 5.00
American Beacon Retire Inc & Apprec A AAPAX -0.93 1.70 -1.09 1.93 --- ---
American Beacon Retire Inc & Apprec A LW AAPAX.LW -0.93 1.70 -1.09 1.93 --- ---
American Beacon Retire Inc & Apprec C ABACX -1.00 1.48 -1.19 1.15 --- ---
American Beacon Retire Inc & Apprec Y ACRYX -0.81 1.92 -0.92 2.30 --- ---
Allianz Glbl Inv Solutions Ret Inc A AGRAX -1.03 3.01 -0.71 2.05 10.01 ---
Allianz Glbl Inv Solutions Ret Inc A LW AGRAX.LW -1.03 3.01 -0.71 2.05 10.01 ---
Allianz Glbl Inv Solutions Ret Inc P AGRPX -0.97 3.19 -0.60 2.36 10.27 ---
Allianz Glbl Inv Solutions Ret Inc Adm ARAMX -1.02 3.01 -0.66 2.08 10.06 ---
American Century LIVESTRONG Inc R ARSRX -3.02 2.48 -2.16 1.13 9.49 2.54
American Century LIVESTRONG Inc A ARTAX -3.02 2.54 -2.10 1.37 9.80 2.81
American Century LIVESTRONG Inc A LW ARTAX.LW -3.02 2.54 -2.10 1.37 9.80 2.81
Allianz Glbl Inv Solutions Ret Inc C ARTCX -1.04 2.75 -0.83 1.33 9.21 ---
Allianz Glbl Inv Solutions Ret Inc D ARTDX -1.03 2.97 -0.72 1.97 9.96 ---
American Century LIVESTRONG Inc Inv ARTOX -2.93 2.69 -1.95 1.72 10.11 3.07
Allianz Glbl Inv Solutions Ret Inc R ASRRX -1.06 2.92 -0.75 1.73 9.71 ---
American Century LIVESTRONG Inc C ATTCX -3.02 2.37 -2.17 0.64 --- ---
American Century LIVESTRONG Inc Instl ATTIX -2.93 2.74 -1.99 1.83 10.29 3.28
Allianz Glbl Inv Solutions Ret Inc Ins AVRIX -0.98 3.20 -0.60 2.43 10.38 ---
Fidelity Advisor Freedom Inc A FAFAX -1.27 1.85 -0.83 0.95 7.70 3.01
Fidelity Advisor Freedom Inc A LW FAFAX.LW -1.27 1.85 -0.83 0.95 7.70 3.01
Fidelity Advisor Income Repl 2042 A FARFX -4.92 2.73 -4.03 -4.36 11.43 ---
Fidelity Advisor Income Repl 2042 A LW FARFX.LW -4.92 2.73 -4.03 -4.36 11.43 ---
Fidelity Advisor Income Repl 2028 A FARPX -3.78 2.58 -2.97 -2.51 10.46 ---
Fidelity Advisor Income Repl 2028 A LW FARPX.LW -3.78 2.58 -2.97 -2.51 10.46 ---
Fidelity Advisor Income Repl 2034 A FARSX -4.24 2.60 -3.40 -3.26 10.80 ---
Fidelity Advisor Income Repl 2034 A LW FARSX.LW -4.24 2.60 -3.40 -3.26 10.80 ---
Fidelity Advisor Income Repl 2038 A FARVX -4.55 2.67 -3.69 -3.83 11.17 ---
Fidelity Advisor Income Repl 2038 A LW FARVX.LW -4.55 2.67 -3.69 -3.83 11.17 ---
Fidelity Advisor Income Repl 2040 A FARWX -4.73 2.72 -3.86 -4.12 11.40 ---
Fidelity Advisor Income Repl 2040 A LW FARWX.LW -4.73 2.72 -3.86 -4.12 11.40 ---
Fidelity Advisor Freedom Inc B FBFAX -1.31 1.53 -0.99 0.21 6.89 2.24
Fidelity Advisor Freedom Inc C FCAFX -1.31 1.54 -0.99 0.23 6.90 2.24
Fidelity Advisor Income Repl 2042 C FCRFX -4.96 2.43 -4.19 -5.04 10.60 ---
Fidelity Advisor Income Repl 2028 C FCRPX -3.83 2.27 -3.14 -3.24 9.63 ---
Fidelity Advisor Income Repl 2034 C FCRSX -4.30 2.29 -3.59 -3.99 9.97 ---
Fidelity Advisor Income Repl 2038 C FCRVX -4.61 2.35 -3.88 -4.56 10.34 ---
Fidelity Advisor Income Repl 2040 C FCRWX -4.80 2.41 -4.05 -4.84 10.56 ---
Fidelity Freedom Income FFFAX -1.29 1.99 -0.82 1.18 7.73 2.98
Fidelity Freedom K Income FFKAX -1.23 2.03 -0.78 1.19 --- ---
Fidelity Advisor Freedom Inc I FIAFX -1.25 1.92 -0.77 1.18 7.95 3.27
Fidelity Advisor Income Repl 2032 A FIARX -4.09 2.58 -3.27 -3.01 10.69 ---
Fidelity Advisor Income Repl 2032 A LW FIARX.LW -4.09 2.58 -3.27 -3.01 10.69 ---
Fidelity Advisor Income Repl 2032 C FICRX -4.15 2.31 -3.45 -3.71 9.86 ---
Fidelity Advisor Income Repl 2032 I FIIRX -4.07 2.68 -3.21 -2.75 10.97 ---
Fidelity Advisor Income Repl 2038 I FIIVX -4.53 2.75 -3.64 -3.60 11.45 ---
Fidelity Advisor Income Repl 2040 I FIIWX -4.72 2.80 -3.80 -3.89 11.68 ---
Fidelity Freedom Index Income W FIKFX -1.13 1.28 -0.91 1.41 --- ---
Fidelity Advisor Income Repl 2020 A FILAX -2.50 2.38 -1.81 -0.73 9.69 ---
Fidelity Advisor Income Repl 2020 A LW FILAX.LW -2.50 2.38 -1.81 -0.73 9.69 ---
Fidelity Advisor Income Repl 2020 C FILCX -2.58 2.08 -2.01 -1.49 8.87 ---
Fidelity Advisor Income Repl 2020 I FILIX -2.47 2.48 -1.74 -0.48 9.97 ---
Fidelity Advisor Income Repl 2020 T FILTX -2.54 2.26 -1.89 -0.99 9.41 ---
Fidelity Advisor Income Repl 2026 A FIOAX -3.57 2.56 -2.79 -2.21 10.35 ---
Fidelity Advisor Income Repl 2026 A LW FIOAX.LW -3.57 2.56 -2.79 -2.21 10.35 ---
Fidelity Advisor Income Repl 2026 C FIOCX -3.63 2.28 -2.95 -2.95 9.52 ---
Fidelity Advisor Income Repl 2026 I FIOIX -3.55 2.65 -2.71 -1.96 10.62 ---
Fidelity Advisor Income Repl 2026 T FIOTX -3.57 2.47 -2.83 -2.45 10.08 ---
Fidelity Advisor Income Repl 2042 I FIRFX -4.88 2.83 -3.95 -4.10 11.72 ---
Fidelity Income Replacement 2016 FIRJX -1.17 2.04 -0.62 1.13 8.70 ---
Fidelity Income Replacement 2018 FIRKX -1.90 2.28 -1.23 0.25 9.45 ---
Fidelity Income Replacement 2020 FIRLX -2.49 2.46 -1.76 -0.50 9.97 ---
Fidelity Income Replacement 2022 FIRMX -2.94 2.58 -2.16 -1.10 10.29 ---
Fidelity Income Replacement 2024 FIRNX -3.30 2.65 -2.48 -1.55 10.48 ---
Fidelity Income Replacement 2026 FIROX -3.55 2.65 -2.71 -1.96 10.62 ---
Fidelity Income Replacement 2028 FIRPX -3.76 2.66 -2.91 -2.26 10.73 ---
Fidelity Income Replacement 2030 FIRQX -3.92 2.70 -3.07 -2.51 10.86 ---
Fidelity Income Replacement 2032 FIRRX -4.07 2.68 -3.21 -2.75 10.97 ---
Fidelity Income Replacement 2034 FIRSX -4.20 2.73 -3.32 -3.01 11.09 ---
Fidelity Income Replacement 2036 FIRUX -4.34 2.74 -3.46 -3.28 11.24 ---
Fidelity Income Replacement 2038 FIRVX -4.53 2.75 -3.64 -3.60 11.45 ---
Fidelity Income Replacement 2040 FIRWX -4.70 2.82 -3.80 -3.87 11.68 ---
Fidelity Advisor Income Repl 2042 T FITTX -4.94 2.64 -4.08 -4.58 11.15 ---
Fidelity Income Replacement 2042 FIXRX -4.88 2.83 -3.95 -4.10 11.71 ---
Fidelity Advisor Income Repl 2022 A FRAMX -2.98 2.47 -2.24 -1.35 10.01 ---
Fidelity Advisor Income Repl 2022 A LW FRAMX.LW -2.98 2.47 -2.24 -1.35 10.01 ---
Fidelity Advisor Income Repl 2028 I FRAPX -3.76 2.66 -2.91 -2.26 10.73 ---
Fidelity Advisor Income Repl 2034 I FRASX -4.20 2.71 -3.34 -3.01 11.09 ---
Fidelity Advisor Income Repl 2022 C FRCMX -3.03 2.17 -2.42 -2.10 9.18 ---
Fidelity Advisor Income Repl 2022 I FRIMX -2.94 2.58 -2.18 -1.10 10.28 ---
Fidelity Advisor Income Repl 2016 A FRJAX -1.21 1.92 -0.69 0.87 8.43 ---
Fidelity Advisor Income Repl 2016 A LW FRJAX.LW -1.21 1.92 -0.69 0.87 8.43 ---
Fidelity Advisor Income Repl 2016 C FRJCX -1.27 1.64 -0.87 0.12 7.63 ---
Fidelity Advisor Income Repl 2016 I FRJIX -1.17 2.04 -0.62 1.13 8.70 ---
Fidelity Advisor Income Repl 2016 T FRJTX -1.23 1.85 -0.75 0.62 8.16 ---
Fidelity Advisor Income Repl 2018 A FRKAX -1.90 2.21 -1.27 0.00 9.19 ---
Fidelity Advisor Income Repl 2018 A LW FRKAX.LW -1.90 2.21 -1.27 0.00 9.19 ---
Fidelity Advisor Income Repl 2018 C FRKCX -1.99 1.90 -1.48 -0.75 8.37 ---
Fidelity Advisor Income Repl 2018 I FRKIX -1.88 2.30 -1.21 0.25 9.46 ---
Fidelity Advisor Income Repl 2018 T FRKTX -1.94 2.09 -1.35 -0.25 8.91 ---
Fidelity Advisor Income Repl 2024 A FRNAX -3.32 2.54 -2.54 -1.79 10.21 ---
Fidelity Advisor Income Repl 2024 A LW FRNAX.LW -3.32 2.54 -2.54 -1.79 10.21 ---
Fidelity Advisor Income Repl 2024 C FRNCX -3.38 2.25 -2.72 -2.53 9.38 ---
Fidelity Advisor Income Repl 2024 I FRNIX -3.32 2.63 -2.50 -1.55 10.49 ---
Fidelity Advisor Income Repl 2024 T FRNTX -3.34 2.42 -2.62 -2.04 9.94 ---
Fidelity Advisor Income Repl 2030 A FRQAX -3.94 2.60 -3.13 -2.75 10.58 ---
Fidelity Advisor Income Repl 2030 A LW FRQAX.LW -3.94 2.60 -3.13 -2.75 10.58 ---
Fidelity Advisor Income Repl 2030 C FRQCX -3.98 2.31 -3.29 -3.48 9.76 ---
Fidelity Advisor Income Repl 2030 I FRQIX -3.90 2.72 -3.05 -2.49 10.87 ---
Fidelity Advisor Income Repl 2030 T FRQTX -3.94 2.48 -3.18 -3.02 10.29 ---
Fidelity Advisor Income Repl 2022 T FRTMX -2.98 2.37 -2.31 -1.59 9.74 ---
Fidelity Advisor Freedom Inc T FTAFX -1.29 1.78 -0.88 0.72 7.44 2.76
Fidelity Advisor Income Repl 2032 T FTIRX -4.11 2.48 -3.34 -3.26 10.41 ---
Fidelity Advisor Income Repl 2028 T FTRPX -3.78 2.48 -3.03 -2.74 10.19 ---
Fidelity Advisor Income Repl 2034 T FTRSX -4.24 2.51 -3.46 -3.52 10.52 ---
Fidelity Advisor Income Repl 2038 T FTRVX -4.57 2.54 -3.76 -4.09 10.89 ---
Fidelity Advisor Income Repl 2040 T FTRWX -4.76 2.62 -3.92 -4.37 11.11 ---
Fidelity Advisor Income Repl 2036 A FURAX -4.36 2.64 -3.52 -3.53 10.96 ---
Fidelity Advisor Income Repl 2036 A LW FURAX.LW -4.36 2.64 -3.52 -3.53 10.96 ---
Fidelity Advisor Income Repl 2036 C FURCX -4.43 2.35 -3.70 -4.25 10.12 ---
Fidelity Advisor Income Repl 2036 I FURIX -4.34 2.74 -3.44 -3.28 11.24 ---
Fidelity Advisor Income Repl 2036 T FURTX -4.38 2.54 -3.58 -3.77 10.68 ---
Harbor Target Retirement Income Instl HARAX -1.14 3.90 -0.11 3.23 8.50 ---
Harbor Target Retirement Income Adm HARBX -1.24 3.90 -0.21 3.12 8.46 ---
Harbor Target Retirement Income Inv HARCX -1.24 3.90 -0.21 3.12 8.46 ---
Invesco Balanced-Risk Retire Now A IANAX -0.88 1.78 -0.69 6.78 9.33 1.99
Invesco Balanced-Risk Retire Now A LW IANAX.LW -0.88 1.78 -0.69 6.78 9.33 1.99
Invesco Balanced-Risk Retire Now B IANBX -0.89 1.60 -0.78 6.05 8.50 1.23
Invesco Balanced-Risk Retire Now C IANCX -0.89 1.48 -0.89 6.05 8.50 1.23
Invesco Balanced-Risk Retire Now Instl IANIX -0.88 1.84 -0.63 7.03 9.59 2.24
Invesco Balanced-Risk Retire Now R IANRX -0.88 1.72 -0.76 6.54 9.07 1.73
Invesco Balanced-Risk Retire Now Y IANYX -0.77 1.95 -0.63 7.15 9.64 ---
ING Global Target Payment A IGPAX -5.81 1.23 -5.82 -6.81 10.26 ---
ING Global Target Payment A Load Waived IGPAX.LW -5.81 1.23 -5.82 -6.81 10.26 ---
ING Global Target Payment C IGPCX -5.77 1.01 -5.97 -7.41 9.53 ---
ING Global Target Payment I IGPIX -5.68 1.33 -5.75 -6.44 10.58 ---
ING Global Target Payment R IGPRX -5.72 1.14 -5.88 --- --- ---
ING Global Target Payment W IGPWX -5.80 1.33 -5.77 -6.56 10.55 ---
ING Index Solution Income Port S2 IIIPX -2.31 1.83 -1.95 1.29 --- ---
ING Solution Income Port S2 IJKBX -2.20 3.20 -1.66 -0.35 --- ---
ING Index Solution Income Port Adv ISKAX -2.39 1.82 -2.03 1.21 7.00 ---
ING Index Solution Income Port I ISKIX -2.35 1.89 -1.91 1.76 7.55 ---
ING Index Solution Income Port S ISKSX -2.37 1.81 -2.01 1.40 7.29 ---
ING Index Solution Income Port T ISKTX -2.39 1.72 -2.03 1.05 6.80 ---
ING Solution Income Port Adv ISWAX -2.28 3.17 -1.65 -0.45 8.55 2.21
ING Solution Income Port I ISWIX -2.23 3.39 -1.61 0.06 9.08 2.73
ING Solution Income Port S ISWSX -2.25 3.23 -1.63 -0.23 8.81 2.46
ING Solution Income Port T ISWTX -2.22 3.08 -1.78 -0.58 8.35 2.01
JPMorgan SmartRetirement Income Instl JSIIX -2.75 2.60 -2.26 0.44 10.06 3.30
JPMorgan SmartRetirement Income R2 JSIZX -2.76 2.39 -2.36 0.00 9.51 ---
JPMorgan SmartRetirement Income A JSRAX -2.75 2.48 -2.33 0.20 9.77 2.98
JPMorgan SmartRetirement Income A LW JSRAX.LW -2.75 2.48 -2.33 0.20 9.77 2.98
JPMorgan SmartRetirement Income C JSRCX -2.76 2.27 -2.42 -0.43 9.09 2.37
JPMorgan SmartRetirement Income Select JSRSX -2.75 2.57 -2.30 0.35 9.89 3.15
BlackRock Lifepath Index Retire Inv A LIRAX -2.35 2.16 -1.95 --- --- ---
BlackRock Lifepath Index Retire Instl LIRIX -2.25 2.33 -1.79 --- --- ---
BlackRock Lifepath Index Retirement K LIRKX -2.35 2.23 -1.89 --- --- ---
Legg Mason Target Retirement R LMERX -2.88 2.05 -2.96 -1.18 13.20 ---
Legg Mason Target Retirement I LMIMX -2.89 2.22 -2.89 -0.67 13.79 ---
Legg Mason Target Retirement A LMPAX -2.88 2.13 -2.88 -0.93 13.48 ---
Legg Mason Target Retirement A LW LMPAX.LW -2.88 2.13 -2.88 -0.93 13.48 ---
Legg Mason Target Retirement C LMRCX -2.96 1.88 -3.04 -1.67 12.65 ---
Legg Mason Target Retirement FI LMRPX -2.89 2.13 -2.89 -1.02 13.44 ---
Legg Mason Target Retirement IS LMRSX --- --- --- --- --- ---
BlackRock LifePath Retirement Investor C LPCRX -2.62 1.43 -2.60 0.55 --- ---
BlackRock LifePath Retirement Investor A LPRAX -2.56 1.89 -2.39 1.41 9.66 3.00
BlackRock LifePath Retirement Inves A LW LPRAX.LW -2.56 1.89 -2.39 1.41 9.66 3.00
BlackRock LifePath Retirement R LPRRX -2.53 1.78 -2.43 1.12 --- ---
BlackRock LifePath Retirement K LPSAX -2.53 1.96 -2.25 1.96 10.28 ---
MassMutual RetireSMART In Retirement L MDRLX -2.42 2.34 -2.04 0.83 9.74 3.38
MassMutual RetireSMART In Retirement N MDRNX -2.54 2.15 -2.16 0.26 9.13 2.80
MassMutual RetireSMART In Retirement S MDRSX -2.42 2.44 -1.95 1.09 9.94 3.52
MassMutual RetireSMART In Retirement Y MDRYX -2.42 2.44 -1.94 0.97 9.90 3.50
MFS Lifetime Retirement Income A MLLAX -1.67 2.59 -0.90 2.01 9.97 5.32
MFS Lifetime Retirement Income A LW MLLAX.LW -1.67 2.59 -0.90 2.01 9.97 5.32
MFS Lifetime Retirement Income B MLLBX -1.73 2.30 -1.08 1.25 9.11 4.56
MFS Lifetime Retirement Income C MLLCX -1.73 2.30 -1.08 1.25 9.11 4.56
MFS Lifetime Retirement Income R1 MLLEX -1.73 2.30 -1.08 1.25 9.15 4.58
MFS Lifetime Retirement Income R2 MLLGX -1.69 2.49 -0.96 1.84 9.69 5.08
MFS Lifetime Retirement Income R3 MLLHX -1.67 2.59 -0.90 2.01 9.97 5.34
MFS Lifetime Retirement Income I MLLIX -1.56 2.78 -0.84 2.36 10.23 5.62
MFS Lifetime Retirement Income R4 MLLJX -1.64 2.69 -0.92 2.26 10.23 5.61
MassMutual RetireSMART In Retirement A MRDAX -2.44 2.25 -2.06 0.57 9.47 3.11
MassMutual RetireSMART In Retiremen A LW MRDAX.LW -2.44 2.25 -2.06 0.57 9.47 3.11
Manning & Napier Target Income C MTDCX -1.35 2.00 -1.16 0.36 6.61 ---
Manning & Napier Target Income I MTDIX -1.32 2.45 -0.95 1.42 7.66 ---
Manning & Napier Target Income K MTDKX -1.42 2.26 -1.05 1.07 7.40 ---
Manning & Napier Target Income R MTDRX -1.34 2.18 -1.05 0.89 7.18 ---
State Farm LifePath Retirement A NILAX -2.63 1.75 -2.43 1.18 9.48 2.82
State Farm LifePath Retirement A LW NILAX.LW -2.63 1.75 -2.43 1.18 9.48 2.82
State Farm LifePath Retirement B NILBX -2.61 1.49 -2.57 0.55 8.74 2.13
Nationwide Retirement Income A NWRAX -1.59 0.87 -2.01 -3.38 5.81 ---
Nationwide Retirement Income A LW NWRAX.LW -1.59 0.87 -2.01 -3.38 5.81 ---
Nationwide Retirement Income R2 NWRBX -1.60 0.77 -2.13 -3.69 5.55 ---
Nationwide Retirement Income C NWRCX -1.71 0.66 -2.23 -3.93 5.26 ---
Nationwide Retirement Income Instl NWRIX -1.49 1.12 -1.88 -2.89 6.33 ---
Nationwide Retirement Income R1 NWRRX -1.60 0.76 -2.12 -3.77 5.42 ---
Nationwide Retirement Income Instl Svc NWRSX -1.60 0.94 -2.05 -3.14 6.10 ---
Principal LifeTime Strategic Inc A PALTX -1.43 2.80 -0.63 2.02 10.68 1.26
Principal LifeTime Strategic Inc A LW PALTX.LW -1.43 2.80 -0.63 2.02 10.68 1.26
T. Rowe Price Retirement Income Adv PARIX -3.16 2.21 -2.65 -0.80 9.31 2.61
PIMCO Real Income 2019 A PCIAX 0.28 1.83 0.60 5.27 --- ---
PIMCO Real Income 2019 A Load Waived PCIAX.LW 0.28 1.83 0.60 5.27 --- ---
PIMCO Real Income 2019 P PICPX 0.30 2.01 0.76 5.58 --- ---
Principal LifeTime Strategic Inc R1 PLAIX -1.44 2.63 -0.73 1.55 10.11 0.75
Principal LifeTime Strategic Inc Instl PLSIX -1.44 2.91 -0.63 2.41 11.05 1.63
Principal LifeTime Strategic Inc J PLSJX -1.45 2.83 -0.73 1.94 10.59 1.16
Principal LifeTime Strategic Inc R3 PLSMX -1.45 2.74 -0.73 1.83 10.48 1.06
Principal LifeTime Strategic Inc R2 PLSNX -1.53 2.73 -0.73 1.63 10.27 0.88
Principal LifeTime Strategic Inc R5 PLSPX -1.44 2.82 -0.64 2.15 10.80 1.37
Principal LifeTime Strategic Inc R4 PLSSX -1.45 2.83 -0.64 2.06 10.70 1.26
Principal LifeTime Strategic Inc B PLTSX -1.53 2.53 -0.90 1.22 9.86 0.50
PIMCO Real Income 2029 A POIAX 1.82 4.25 2.76 14.53 --- ---
PIMCO Real Income 2029 A Load Waived POIAX.LW 1.82 4.25 2.76 14.53 --- ---
PIMCO Real Income 2029 C PORCX 1.72 4.00 2.62 13.91 --- ---
PIMCO Real Income 2029 D PORDX 1.82 4.25 2.76 14.53 --- ---
PIMCO RealRetirement Inc&Distrbtn Instl PRIEX -0.35 2.53 -0.44 2.69 10.74 ---
PIMCO Real Income 2019 Instl PRIFX 0.30 2.04 0.77 5.75 --- ---
PIMCO Real Income 2029 Instl PRIIX 1.83 4.41 2.79 14.92 --- ---
Putnam Retirement Income Lifestyle 2 B PRLBX -2.01 1.88 -1.32 --- --- ---
PIMCO Real Income 2019 C PRLCX 0.25 1.72 0.64 4.87 --- ---
PIMCO Real Income 2019 D PRLDX 0.17 1.83 0.60 5.17 --- ---
Putnam Retirement Income Lifestyle 2 M PRLMX -1.99 2.08 -1.26 --- --- ---
Putnam Retirement Income Lifestyle 2 R PRLRX -1.89 2.18 -1.15 --- --- ---
Putnam Retirement Income Lifestyle 2 Y PRLYX -1.95 2.24 -1.14 --- --- ---
Putnam Retirement Income Lifestyle 1 A PRMAX -1.20 2.89 0.04 -0.85 8.44 0.89
Putnam Retirement Income Lifestyle A LW PRMAX.LW -1.20 2.89 0.04 -0.85 8.44 0.89
Putnam Retirement Income Lifestyle 1 R PRMKX -1.22 2.81 -0.03 -1.08 8.16 0.64
Putnam Retirement Income Lifestyle 1 B PRMLX -1.29 2.56 -0.19 -1.60 7.60 0.13
Putnam Retirement Income Lifestyle 1 M PRMMX -1.22 2.74 -0.09 -1.12 7.98 0.42
Putnam Retirement Income Lifestyle 1 Y PRMYX -1.18 2.96 0.10 -0.60 8.70 1.14
PIMCO RealRetirement Inc&Distrbtn Admin PRNAX -0.35 2.36 -0.49 2.40 10.49 ---
PIMCO Real Income 2029 P PRQCX 1.83 4.30 2.79 14.77 --- ---
Putnam Retirement Income Lifestyle 2 A PRYAX -1.97 2.26 -1.19 --- --- ---
Putnam Retirement Income Lifestyle A LW PRYAX.LW -1.97 2.26 -1.19 --- --- ---
Putnam Retirement Income Lifestyle 2 C PRYCX -2.01 1.88 -1.32 --- --- ---
PIMCO RealRetirement Inc&Distrbtn A PTNAX -0.47 2.32 -0.55 2.13 10.16 ---
PIMCO RealRetirement Inc&Distrbtn A LW PTNAX.LW -0.47 2.32 -0.55 2.13 10.16 ---
PIMCO RealRetirement Inc&Distrbtn C PTNCX -0.47 1.93 -0.71 1.41 9.36 ---
PIMCO RealRetirement Inc&Distrbtn D PTNDX -0.47 2.32 -0.54 2.18 10.10 ---
PIMCO RealRetirement Inc&Distrbtn P PTNPX -0.47 2.41 -0.56 --- --- ---
PIMCO RealRetirement Inc&Distrbtn R PTNRX -0.47 2.16 -0.71 1.89 9.85 ---
State Farm LifePath Retirement R3 RLRHX -2.50 1.83 -2.35 1.41 9.69 3.00
State Farm LifePath Retirement R1 RLROX -2.54 1.67 -2.49 0.94 9.16 2.50
State Farm LifePath Retirement R2 RLRTX -2.57 1.68 -2.41 1.10 9.37 2.71
Russell 2017 Retirement Distribution A RRDAX -2.83 0.98 -2.52 -5.85 7.85 ---
Russell 2017 Retirement Distributio A LW RRDAX.LW -2.83 0.98 -2.52 -5.85 7.85 ---
Russell 2017 Retirement Distribution S RRDSX -2.41 1.57 -2.12 -3.66 8.43 ---
T. Rowe Price Retirement Income R RRTIX -3.18 2.11 -2.71 -1.04 9.05 2.36
Russell In Retirement A RZLAX -2.20 2.52 -1.70 0.22 --- ---
Russell In Retirement A Load Waived RZLAX.LW -2.20 2.52 -1.70 0.22 --- ---
Russell In Retirement R3 RZLDX -2.24 2.49 -1.70 -0.03 10.74 ---
Russell In Retirement R1 RZLRX -2.13 2.62 -1.56 0.52 11.33 ---
Russell In Retirement R2 RZLTX -2.23 2.56 -1.62 0.28 11.04 ---
DWS LifeCompass Retirement S SCPCX -2.63 2.03 -2.52 -0.70 8.68 0.52
State Farm LifePath Retirement Legacy A SLRAX -2.58 1.71 -2.47 1.21 9.47 2.83
State Farm LifePath Retirement Lega A LW SLRAX.LW -2.58 1.71 -2.47 1.21 9.47 2.83
State Farm LifePath Retirement Legacy B SLRBX -2.57 1.60 -2.48 0.85 9.04 2.43
State Farm LifePath Retirement Inst SLRIX -2.58 1.76 -2.41 1.40 9.75 3.08
BlackRock LifePath Retirement Instl STLAX -2.53 1.87 -2.33 1.58 9.91 3.25
Wells Fargo Advantage DJ Target Today A STWRX -0.74 1.32 -0.65 2.84 7.03 4.30
Wells Fargo Advantage DJ Target Tod A LW STWRX.LW -0.74 1.32 -0.65 2.84 7.03 4.30
DWS LifeCompass Retirement A SUCAX -2.72 1.88 -2.58 -1.03 8.40 0.26
DWS LifeCompass Retirement A LW SUCAX.LW -2.72 1.88 -2.58 -1.03 8.40 0.26
DWS LifeCompass Retirement B SUCBX -2.80 1.59 -2.76 -1.78 7.59 -0.49
DWS LifeCompass Retirement C SUCCX -2.80 1.59 -2.85 -1.78 7.56 -0.50
Schwab Monthly Income Mod Payout SWJRX -2.46 2.19 -1.79 1.02 9.91 ---
Schwab Monthly Income Enh Payout SWKRX -1.39 1.80 -0.88 3.26 8.75 ---
Schwab Monthly Income Max Payout SWLRX -0.23 1.53 0.10 3.75 7.05 ---
TIAA-CREF Lifecycle Index Ret Inc Prem TLIPX -2.42 2.42 -1.85 2.39 --- ---
TIAA-CREF Lifecycle Retire Inc Retire TLIRX -3.06 2.79 -2.31 1.10 9.41 ---
TIAA-CREF Lifecycle Retire Inc Instl TLRIX -2.96 2.84 -2.15 1.36 9.70 ---
TIAA-CREF Lifecycle Retire Inc Retail TLRRX -3.06 2.77 -2.23 1.12 9.49 ---
TIAA-CREF Lifecycle Retire Inc Premier TPILX -2.96 2.80 -2.19 1.22 --- ---
TIAA-CREF Lifecycle Index Ret Inc Ret TRCIX -2.42 2.39 -1.87 2.29 --- ---
TIAA-CREF Lifecycle Index Ret Inc Inst TRILX -2.42 2.45 -1.81 2.45 --- ---
T. Rowe Price Retirement Income TRRIX -3.14 2.30 -2.59 -0.48 9.62 2.88
USAA Target Retirement Income URINX -2.32 1.75 -2.13 -0.21 11.04 ---
Invesco Balanced-Risk Retire Now A5 VIRAX -0.88 1.78 -0.70 6.79 --- ---
Invesco Balanced-Risk Retire Now C5 VIRCX -0.89 1.60 -0.78 6.05 --- ---
Invesco Balanced-Risk Retire Now R5 VIRRX -0.88 1.72 -0.65 6.55 --- ---
Vanguard Managed Payout Dis Focus Inv VPDFX -3.77 1.60 -3.68 -1.83 11.72 ---
Vanguard Managed Payout Gr & Dis Inv VPGDX -4.50 1.86 -4.39 -3.02 11.77 ---
Vanguard Managed Payout Gr Focus Inv VPGFX -5.65 2.00 -5.51 -5.12 12.02 ---
Vantagepoint Milestone Retirement Income VPRRX -1.89 1.87 -1.61 0.96 7.28 2.78
Vanguard Target Retirement Income Inv VTINX -1.59 2.36 -1.07 3.78 9.30 4.58
Wells Fargo Advantage DJ Target Tod Inv WFBTX -0.63 1.39 -0.54 3.00 7.19 4.50
Wells Fargo Advantage DJ Target Tod Adm WFLOX -0.72 1.39 -0.54 2.96 7.23 4.53
Wells Fargo Advantage DJ Target Today C WFODX -0.72 1.01 -0.72 2.07 6.25 3.53
Wells Fargo Advantage DJ Target Today B WFOKX -0.71 1.00 -0.80 2.10 6.24 3.53
Wells Fargo Advantage DJ Target Today I WOTDX -0.63 1.47 -0.45 3.40 7.61 4.85
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