Conservative income funds for retirees

    • Fidelity Conservative Income Bond Fund (FCONX)

      # of Funds in Morningstar Category 235 215 178 94 --Quarter-End (AS OF 6/30/2022) ... l ®Fidelity Conservative Income Bond Fund is a U.S.-dollar-denominated, investment-grade, ultra-short-duration, fixed-income strategy that seeks a high level of current income consistent with

    • [PDF File]Allspring Conservative Income Fund

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      Allspring Funds . Dear Shareholder: We are pleased to offer you this semi-annual report for Allspring Conservative Income Fund for the six-month period that ended February 28, 2022. Global stocks and bonds declined during a challenging period. Despite progress on a global economic recovery from COVID-19,

    • [PDF File]Conservative Income Fund - Allspring Global

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      Conservative Income Fund Asset class: Fund characteristics Taxable Fixed Income Bloomberg 6-9 Month Treasury Fund Bill Index3 DURATION Weighted average Ltd Mod Ext 0.69 years 0.64 years effective maturity Weighted average 2.00 years 0.64 years life Effective duration 0.61 years 0.63 years Portfolio turnover 112.24% – Number of holdings 156 3 ...

    • [PDF File]Wells Fargo Conservative Income Fund - Allspring Global

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      Wells Fargo Funds . Dear Shareholder: We are pleased to offer you this annual report for the Wells Fargo Conservative Income Fund for the 12-month period that ended August 31, 2021. Despite the initial challenges presented by the spread of COVID-19 cases and the business restrictions implemented

    • [PDF File]Fidelity Conservative Income Bond Fund

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      • Fidelity manages more than $700 billion in fi xed income assets, including more than $400 billion in money market mutual funds.1 Investment Risks: In general, the bond market is volatile, and fi xed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is

    • [PDF File]Simplii Invest Conservative Income Portfolio (Non-Registered) - FUND FACTS

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      • want regular income and prefer an investment that preserves their capital; and • are looking for a liquid, short-term investment. A word about tax In general, you will have to pay income tax on any money you make on a fund. How much you pay depends on the tax laws where you live and whether or not you hold the fund in a registered plan ...

    • [PDF File]Conservative Income Fund - Allspring Global

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      Conservative Income Fund Asset class: Fund characteristics Taxable Fixed Income Bloomberg 6-9 Month Treasury Fund Bill Index2 DURATION Weighted average Ltd Mod Ext 0.69 years 0.64 years effective maturity Weighted average 2.00 years 0.64 years life Effective duration 0.61 years 0.63 years Portfolio turnover 112.24% – Number of holdings 156 3 ...

    • [PDF File]Retiree Stock Allocation Recommendations: Do You Fit the Mold? - AAII

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      * The Fidelity Funds reach the Income Fund’s allocation five to 10 years after the target date. This may partially explain its conservative stock allocation. ** In its Retirement Income Fund, T. Rowe Price allocates 0% to 30% of the Retirement Income Fund to short-term bonds

    • [PDF File]Conservative Income Portfolio

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      on income and lower volatility of principal. Fifteen percent (15%) of the total fund assets are allocated to equities and eighty-five percent (85%) are allocated to fixed income securities. It is the most conservative of the five Asset Allocation Funds in terms of its potential for investment return, but also has the

    • [PDF File]A majority of retirees display very conservative superannuation ...

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      Actuaries Institute Retirement Income Working Group. The view is based on two studies: one from actuaries, Plan for Life, and one from the CSIRO. The first was sponsored by the Actuaries Institute, and compiled from data supplied by 15 large funds, accounting for more than $12 billion of assets in the drawdown phase in each year, of the study.

    • [PDF File]Asset Allocation Strategies for Retirees Who Don’t Need Income - AAII

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      Retirees With Sufficient Means ... both aggressive growth stocks and conservative large-cap stocks. And he feels that mutual funds would be the best route, given his concerns about the ability of his survivors ... they may be investing their own funds in short-term fixed-income in preparation for tuition payments. Table 1.

    • [PDF File]Income Worksheet for Retirees - Morningstar, Inc.

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      Conservative •25% •40% •35% e t r u Income Worksheet for Retirees Figuring how to make your retirement nest egg last your lifetime is a challenge. Follow ... Mutual funds $ Stocks $ Bonds ...

    • [PDF File]Fidelity Fund Portfolios - Income Methodology

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      a. Each of the Income-Focused Conservative, Income-Focused Balanced, and Income-Focused Growth portfolios have asset-mixes consistent with the asset-mix guidelines shown in Table 2. b. Each portfolio has a maximum allowable high yield exposure that is consistent with its overall risk profile.

    • [PDF File]Vanguard VIF Conservative Allocation Portfolio - Pacific Life

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      Change in Unrealized Appreciation (Depreciation) from Affiliated Funds (1,465) Net Increase (Decrease) in Net Assets Resulting from Operations 31,282 Conservative Allocation Portfolio

    • [PDF File]CI Conservative Income Personal Portfolio l.com

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      CI Conservative Income Personal Portfolio aims to provide current income and capital preservation with the potential for capital appr eciation by investing prudently in an actively managed, diversified portfolio of global equity and fixed-income securities. The charts below give you a snapshot of the fund’s investments on April 29, 2022.

    • American Funds Retirement Income Portfolio - Conservative Class F-1 ...

      American Funds Retirement Income Portfolio - Conservative Class F-1 FAFWX Growth of a Hypothetical $10,000 Investment as of 12/31/2021 This fund has multiple managers, view FAFWX quote page for complete information. ... American Funds Retirement Income Portfolio - Conservative Class F-1 (08/15) FAFWX 0.63 8.47 9.99 7.08 - 6.63

    • [PDF File]Allspring Conservative Income Fund

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      raised the federal funds rate 50 basis points (bps; 100 bps equal 1.00%) and 75 bps, respectively, bringing the federal funds rate range to 1.50% to 1.75%. The latter move was the biggest increase since 1994, and it became clear to the market that this was the beginning of a major tightening cycle by the Fed.

    • [PDF File]Release Date: 06-30-2022 Conservative Income Fund - Voya Financial Login

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      income. As a stable value manager, Invesco maintains discretion over managers and wraps. Although the Fund's yield and daily net asset value (NAV) are expected to move up or down on a daily basis, the movements are expected to be mild. The risk is low and the Fund is suitable for conservative investors seeking an investment that

    • [PDF File]American Funds (Model Portfolio Provider) - Morgan Stanley

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      and individual accountability. The "American Funds Retirement Income Model Portfolio Conservative" is designed for retirees who seek lower volatility. The conservative model focuses on capital appreciation. This model portfolio was created by our Portfolio Oversight Committee, a group of senior portfolio managers with decades of investment ...

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