Retirement Plan

Mutual Funds and Retirements funds of recommended funds is not about aiming for the highest short-term returns. Our lineup is designed to let you build a well-balanced portfolio that will help you reach your most important financial goals, like putting your kids through college, starting a business or achieving a comfortable retirement.We focus on criteria that have real predictive value: low expenses, a strong record for putting share-holder interests first, a consistent investment strategy and experienced managers.A fund that meets our standards typically ends up delivering above-average returns - over the past five years, 78percent of the actively managed funds on our roster outperformed their category average. Even in 2007's difficult market, 57 percent delivered returns that rank in the top half of their category.The Money 70 is designed to help you construct all aspects of your portfolio. It includes a range of actively managed stock and bond funds, as well as low-cost index and exchange-traded funds. Or you can put your investments on cruise control with one of our target date retirement portfolios, which give you a preset mix of funds that automatically becomes more conservative as you near retirement.