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.
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