Best Mutual Funds: Top Performing Retirement Income Funds
NerdWallet examined all 7,000+ mutual funds that were in existence for the full decade ending December 31, 2012. Below are the top performing retirement income funds of that ten year time period. Past performance is not necessarily indicative of future results.
|Fund Name||Symbol||Annual Return||Annual Volatility||Assets Under Management||Expense Ratio|
|T. Rowe Price Retirement Income||TRRIX||5.33%||9%||2,892,268,732||0.57%|
|BlackRock LifePath Retirement||STLAX||4.04%||7%||591,042,316||0.77%|
|DWS LifeCompass Retirement||SUCAX||4.01%||9%||85,011,995||0.62%|
|American Beacon Retirement Income & Appreciation||ABACX||3.97%||12%||169,527,049||1.97%|
|Fidelity Freedom Income||FFFAX||3.70%||5%||2,253,710,834||0.75%|
|Allianz Glbl Inv Solutions Retirement Income||AGRAX||2.59%||21%||29,609,519||0.46%|
Ready to invest? Set up an account with one of these popular companies that allow you to purchase mutual funds across many top fund families:
- TD Ameritrade – Offers hundreds of no-transaction fee funds from leading fund families and provides a complete mutual fund analysis toolbox including mutual fund screeners and Morningstar Instant X-Ray.
- E*trade – Offers more than 1,300 no-load, no-transaction fee mutual funds. An account also gains you access to E*trade’s award winning investment analysis platform and research.
- Scottrade – Access to 14,500+ mutual funds, one of the largest selections available to investors anywhere.