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AAATX vs FCIFX

Both AAATX and FCIFX are mutual funds. AAATX has a lower 5-year return than FCIFX (7.21% vs 7.89%). AAATX has a lower expense ratio than FCIFX (0.35% vs 0.51%). Below is the comparison between AAATX and FCIFX.

AAATX FCIFX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2000-2010 U.S. Balanced: Target-Date 2000-2010
Family American Funds Fidelity Investments
Net Assets $659.80M $120.80M
Expense Ratio 0.35% 0.51%
Management Style active active
Dividend Yield 2.24% 1.03%
Minimum Investment $1,000.00 $2,500.00
YTD Return 6.30% 5.02%
1-Year Return 1.13% 1.36%
3-Year Return 8.22% 8.62%
5-Year Return 7.21% 7.89%
10-Year Return 7.14% 7.03%

AAATX description

The Fund seeks to provide for investors that plan to retire in 2010. Depending on its proximity to its target date, the Fund will seek to achieve the following: growth, income and conservation of capital. Each Fund will attempt to achieve its investment objectives by investing in a mix of American Funds.

AAATX performance & returns

YTD Return 6.30%
1-Month Return -0.24%
3-Month Return 1.13%
1-Year Return 1.13%
3-Year Return 8.22%
5-Year Return 7.21%
10-Year Return 7.14%
AAATX expense ratio is 0.35%.

AAATX holdings

Top 10 Holdings (79.55% of Total Assets)

Name Symbol % Assets
American Funds Interm Bd Fd of Amer R6 RBOGX 14.52%
American Funds Income Fund of Amer R6 RIDGX 12.44%
American Funds Capital Income Bldr R6 RIRGX 12.18%
American Funds Bond Fund of Amer R6 RBFGX 8.14%
American Funds Inflation Linked Bd R6 RILFX 6.56%
American Funds Mortgage R6 RMAGX 5.99%
American Funds ST Bd Fd of Amer R6 RMMGX 5.59%
American Funds American Mutual R6 RMFGX 4.85%
American Funds American High-Inc R6 RITGX 4.80%
American Funds Capital World Bond R6 RCWGX 4.48%

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FCIFX description

The Fund seeks high total return with a secondary objective of principal preservation. The Fund will invest in a combination of Fidelity equity, fixed-income, and money market/short-term funds using a moderate asset allocation strategy designed for investors expecting to retire around the year 2010.

FCIFX performance & returns

YTD Return 5.02%
1-Month Return 0.48%
3-Month Return 1.36%
1-Year Return 1.36%
3-Year Return 8.62%
5-Year Return 7.89%
10-Year Return 7.03%
FCIFX expense ratio is 0.51%.

FCIFX holdings

Top 10 Holdings (79.83% of Total Assets)

Name Symbol % Assets
Fidelity® Series Investment Grade Bond FSIGX 33.54%
Fidelity® Series Government Money Mkt FGNXX 12.18%
Fidelity® Series Infl-Prtct Bd Idx FSIPX 9.65%
Fidelity® Series Emerging Markets Opps FEMSX 7.69%
Fidelity® Series Short-Term Credit FYBTX 3.40%
Fidelity® Series Large Cap Stock FGLGX 3.27%
Fidelity® Series International Growth FIGSX 2.59%
Fidelity® Series Overseas FSOSX 2.57%
Fidelity® Series International Value FINVX 2.51%
Fidelity® Series Commodity Strategy FCSSX 2.43%

Other relevant FCIFX comparisons

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