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Data through 11/20/2009. Our favorite Retirement Income funds
Fund Category : Retirement Income : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Retirement Income 0.23 17.58 5.12 28.57 0.82 2.69
Putnam Retirement Ready Maturity Y 0.54 27.77 4.66 40.46 0.08 2.13
Putnam Retirement Ready Maturity A LW 0.52 27.48 4.62 40.12 -0.17 1.87
Putnam Retirement Ready Maturity A 0.52 27.48 4.62 40.12 -0.17 1.87
Legg Mason Target Retirement I -0.09 25.85 7.25 45.09 --- ---
Legg Mason Target Retirement FI -0.09 25.51 7.17 44.74 --- ---
Legg Mason Target Retirement A LW -0.09 25.51 7.17 44.74 --- ---
Legg Mason Target Retirement A -0.09 25.51 7.17 44.74 --- ---
Legg Mason Target Retirement R -0.09 25.28 7.18 44.36 --- ---
Legg Mason Target Retirement C -0.18 24.71 7.01 43.65 --- ---
USAA Target Retirement Income 0.69 23.81 6.27 35.51 --- ---
Vanguard Managed Payout Gr Focus Inv -0.50 23.13 7.74 44.22 --- ---
MFS Lifetime Retirement Income R4 0.10 22.54 5.13 28.65 4.92 ---
MFS Lifetime Retirement Income I 0.19 22.54 5.24 28.66 4.96 ---
MFS Lifetime Retirement Income R3 0.17 22.30 5.07 28.37 4.61 ---
MFS Lifetime Retirement Income A LW 0.17 22.28 5.07 28.33 4.59 ---
MFS Lifetime Retirement Income A 0.17 22.28 5.07 28.33 4.59 ---
MFS Lifetime Retirement Income R2 0.15 22.01 5.11 28.18 4.38 ---
MFS Lifetime Retirement Income B 0.10 21.48 4.97 27.55 3.92 ---
MFS Lifetime Retirement Income R1 0.10 21.47 4.87 27.40 3.91 ---
Russell In Retirement R1 0.32 21.46 6.09 33.13 --- ---
MFS Lifetime Retirement Income C 0.01 21.36 4.87 27.43 3.89 ---
Vanguard Managed Payout Gr & Dis Inv -0.26 21.27 7.21 39.56 --- ---
Russell In Retirement R2 0.32 21.19 6.00 32.84 --- ---
Russell In Retirement R3 0.21 20.82 5.82 32.33 --- ---
T. Rowe Price Retirement Income 0.19 20.79 5.52 32.71 1.93 4.27
Vanguard Managed Payout Dis Focus Inv -0.02 20.70 6.82 37.63 --- ---
T. Rowe Price Retirement Income Adv 0.09 20.53 5.45 32.38 1.69 4.02
T. Rowe Price Retirement Income R 0.06 20.28 5.30 31.94 1.43 3.80
JPMorgan SmartRetirement Income Instl 0.28 20.27 5.53 31.32 1.97 ---
JPMorgan SmartRetirement Income Select 0.35 20.15 5.57 31.14 1.82 ---
JPMorgan SmartRetirement Income A LW 0.28 19.80 5.45 30.80 1.59 ---
JPMorgan SmartRetirement Income A 0.28 19.80 5.45 30.80 1.59 ---
JPMorgan SmartRetirement Income R2 0.28 19.57 5.47 30.56 --- ---
MassMutual Select Dest Retire Inc Y 0.11 19.40 5.52 31.01 1.95 3.15
Van Kampen In Retirement Strategy I 0.62 19.39 5.79 30.01 --- ---
JPMorgan SmartRetirement Income C 0.21 19.29 5.31 30.17 1.06 ---
DWS LifeCompass Retirement S 0.00 19.29 5.31 29.12 -1.55 2.02
Van Kampen In Retirement Strategy A LW 0.60 19.27 5.62 29.89 --- ---
Van Kampen In Retirement Strategy A 0.60 19.27 5.62 29.89 --- ---
MassMutual Select Dest Retire Inc S 0.22 19.27 5.53 30.92 1.96 3.16
MassMutual Select Dest Retire Inc L 0.11 19.12 5.53 30.87 1.81 3.03
DWS LifeCompass Retirement A LW 0.00 19.06 5.14 28.79 -1.80 1.76
DWS LifeCompass Retirement A 0.00 19.06 5.14 28.79 -1.80 1.76
Van Kampen In Retirement Strategy R 0.67 18.97 5.67 29.43 --- ---
Van Kampen In Retirement Strategy C 0.63 18.89 5.54 29.35 --- ---
MassMutual Select Dest Retire Inc A LW 0.11 18.82 5.45 30.50 1.55 2.78
MassMutual Select Dest Retire Inc A 0.11 18.82 5.45 30.50 1.55 2.78
Seligman TargETFund Core R5 1.07 18.81 7.55 40.45 -2.86 ---
MassMutual Select Dest Retire Inc N 0.11 18.62 5.32 30.02 1.27 2.47
Seligman TargETFund Core A Load Waived 0.91 18.50 7.63 39.97 -3.16 ---
Seligman TargETFund Core A 0.91 18.50 7.63 39.97 -3.16 ---
Seligman TargETFund Core R2 0.91 18.30 7.41 39.67 -3.44 ---
DWS LifeCompass Retirement C 0.00 18.27 5.04 27.83 -2.47 1.03
DWS LifeCompass Retirement B -0.10 18.26 4.94 27.81 -2.52 1.01
Barclays Global Investors LP Retire S 0.09 17.75 5.51 31.75 --- ---
Seligman TargETFund Core C 0.76 17.65 7.27 38.69 -3.94 ---
State Farm LifePath Income Inst 0.33 17.50 5.69 31.54 1.55 3.70
Barclays Global Investors LP Retire I 0.06 17.41 5.38 31.41 1.64 3.82
State Farm LifePath Income R3 0.33 17.36 5.57 31.38 1.44 3.60
State Farm LifePath Income Legacy A LW 0.28 17.22 5.57 31.29 1.28 3.42
State Farm LifePath Income Legacy A 0.28 17.22 5.57 31.29 1.28 3.42
State Farm LifePath Income A LW 0.39 17.22 5.59 31.26 1.29 ---
State Farm LifePath Income A 0.39 17.22 5.59 31.26 1.29 ---
Barclays Global Investors LP Retire R 0.03 17.21 5.39 31.10 1.39 3.57
Fidelity Advisor Freedom Inc I 0.13 17.19 4.17 23.59 2.49 3.52
State Farm LifePath Income R2 0.35 17.18 5.60 31.03 1.16 3.31
Principal LifeTime Strategic Inc Instl 0.40 17.07 5.44 26.32 -2.32 1.56
State Farm LifePath Income R1 0.23 16.85 5.42 30.72 0.93 3.08
Fidelity Advisor Freedom Inc A LW 0.11 16.85 4.10 23.33 2.24 3.25
Fidelity Advisor Freedom Inc A 0.11 16.85 4.10 23.33 2.24 3.25
Principal LifeTime Strategic Inc R5 0.40 16.84 5.34 25.98 -2.55 1.31
State Farm LifePath Income Legacy B 0.21 16.75 5.38 30.60 0.87 2.99
Principal LifeTime Strategic Inc A LW 0.40 16.72 5.31 25.76 -2.67 ---
Principal LifeTime Strategic Inc A 0.40 16.72 5.31 25.76 -2.67 ---
ING Solution Inc I 0.49 16.72 5.40 27.98 1.28 ---
Principal LifeTime Strategic Inc R4 0.40 16.69 5.37 25.80 -2.68 1.18
Fidelity Advisor Freedom Inc T 0.19 16.60 4.04 23.01 2.01 2.99
Principal LifeTime Strategic Inc J 0.40 16.53 5.26 25.71 -2.82 0.99
State Farm LifePath Income B 0.25 16.51 5.34 30.33 0.57 ---
Principal LifeTime Strategic Inc R3 0.40 16.45 5.27 25.62 -2.86 0.98
Principal LifeTime Strategic Inc R2 0.30 16.30 5.27 25.35 -3.05 0.80
ING Solution Inc S 0.39 16.30 5.33 27.60 0.99 ---
ING Solution Inc Adv 0.49 16.18 5.39 27.30 0.78 ---
Vantagepoint Milestone Retirement Income 0.51 16.12 4.41 25.75 2.32 ---
Fidelity Advisor Freedom Inc B 0.04 16.12 3.90 22.40 1.49 2.48
Principal LifeTime Strategic Inc R1 0.30 16.11 5.14 25.22 -3.19 0.65
Fidelity Advisor Freedom Inc C 0.14 16.08 3.90 22.37 1.47 2.48
ING Solution Inc T 0.39 15.95 5.30 26.97 0.54 ---
Principal LifeTime Strategic Inc B 0.30 15.84 5.14 24.89 -3.40 ---
American Century LIVESTRONG Instl 0.20 15.77 5.43 29.31 1.66 3.71
American Century LIVESTRONG Inc Inv 0.20 15.60 5.38 29.05 1.46 3.51
TIAA-CREF Lifecycle Retire Inc Instl 0.00 15.58 4.87 28.59 --- ---
TIAA-CREF Lifecycle Retire Inc Retail 0.00 15.54 4.84 28.55 --- ---
TIAA-CREF Lifecycle Retire Inc Retire 0.00 15.41 4.82 28.18 --- ---
American Century LIVESTRONG Adv 0.20 15.39 5.42 28.89 1.24 3.25
Fidelity Freedom Income 0.28 15.16 4.34 21.85 2.16 3.43
AIM Balanced-Risk Now Y -0.35 15.08 4.17 22.54 --- ---
AIM Balanced-Risk Now Institutional -0.47 15.08 4.17 22.54 --- ---
American Century LIVESTRONG Inc R 0.10 15.07 5.25 28.44 0.95 2.99
Schwab Monthly Income Mod Payout 0.27 15.05 5.13 25.82 --- ---
AIM Balanced-Risk Now A Load Waived -0.47 14.86 4.10 22.23 --- ---
AIM Balanced-Risk Now A -0.47 14.86 4.10 22.23 --- ---
AIM Balanced-Risk Now R -0.47 14.65 4.04 21.93 --- ---
Vanguard Target Retirement Income 0.56 14.21 4.79 24.72 3.43 4.18
AIM Balanced-Risk Now C -0.59 14.08 3.91 21.34 --- ---
AIM Balanced-Risk Now B -0.58 14.07 3.90 21.32 --- ---
Nationwide Retirement Income Instl 0.31 12.65 4.74 22.03 --- ---
Nationwide Retirement Income Instl Svc 0.31 12.51 4.71 21.73 --- ---
Schwab Monthly Income Enh Payout 0.43 12.47 4.17 19.43 --- ---
Nationwide Retirement Income A LW 0.31 12.36 4.69 21.55 --- ---
Nationwide Retirement Income A 0.31 12.36 4.69 21.55 --- ---
Nationwide Retirement Income R2 0.31 11.98 4.54 21.16 --- ---
Nationwide Retirement Income R1 0.31 11.88 4.55 20.93 --- ---
Nationwide Retirement Income C 0.31 11.73 4.46 20.87 --- ---
ING Index Solution Income I 0.49 11.67 4.34 21.06 --- ---
ING Index Solution Income S 0.49 11.48 4.26 20.74 --- ---
ING Index Solution Income Adv 0.49 11.24 4.17 20.49 --- ---
ING Index Solution Income T 0.49 10.88 4.18 20.11 --- ---
Wells Fargo Advantage DJ Target Today I 0.39 10.48 3.68 18.59 4.59 4.63
Wells Fargo Advantage DJ Target Tod Adm 0.39 10.32 3.73 18.34 4.37 4.41
Manning & Napier Target Income I 0.10 10.28 3.51 17.38 --- ---
Wells Fargo Advantage DJ Target Tod Inv 0.39 10.21 3.73 18.21 --- ---
Manning & Napier Target Income K 0.00 9.96 3.42 17.12 --- ---
Wells Fargo Advantage DJ Target Today A 0.30 9.95 3.62 17.99 4.02 4.11
Wells Fargo Advantage DJ Target Tod A LW 0.30 9.95 3.62 17.28 2.14 2.62
Manning & Napier Target Income R 0.10 9.78 3.44 16.88 --- ---
Schwab Monthly Income Max Payout 0.67 9.57 3.45 13.78 --- ---
Wells Fargo Advantage DJ Target Today B 0.29 9.28 3.42 17.05 3.26 3.33
Wells Fargo Advantage DJ Target Today C 0.19 9.23 3.36 17.05 3.23 3.30
Manning & Napier Target Income C 0.00 9.16 3.26 16.11 --- ---
TIAA-CREF Lifecycle Retire Inc Premier -0.11 --- --- --- --- ---
ING Index Solution Income S2 0.59 --- 4.28 --- --- ---
Fidelity Freedom K Income 0.28 --- 4.31 --- --- ---
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