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AAATX vs TCTIX

Both AAATX and TCTIX are mutual funds. AAATX has a lower 5-year return than TCTIX (7.21% vs 8.32%). AAATX has a higher expense ratio than TCTIX (0.35% vs 0.29%). Below is the comparison between AAATX and TCTIX.

AAATX TCTIX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2000-2010 U.S. Balanced: Target-Date 2000-2010
Family American Funds TIAA Investments
Net Assets $659.80M $826.20M
Expense Ratio 0.35% 0.29%
Management Style active active
Dividend Yield 2.24% 2.70%
Minimum Investment $1,000.00 $2,000,000.00
YTD Return 6.30% 6.14%
1-Year Return 1.13% 1.88%
3-Year Return 8.22% 8.91%
5-Year Return 7.21% 8.32%
10-Year Return 7.14% 7.72%

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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TCTIX description

The Fund seeks high total return over time through a combination of capital appreciation and income by investing in Underlying Funds according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2010.

TCTIX performance & returns

YTD Return 6.14%
1-Month Return 0.48%
3-Month Return 1.88%
1-Year Return 1.88%
3-Year Return 8.91%
5-Year Return 8.32%
10-Year Return 7.72%
TCTIX expense ratio is 0.29%.

TCTIX holdings

Top 10 Holdings (76.69% of Total Assets)

Name Symbol % Assets
TIAA-CREF Core Bond W TBBWX 20.60%
TIAA-CREF Core Plus Bond W TCBWX 13.04%
TIAA-CREF Short-Term Bond W TCTWX 10.40%
TIAA-CREF Inflation Link Bd W TIIWX 10.04%
TIAA-CREF Large-Cap Growth W TILWX 4.44%
TIAA-CREF Growth & Income W TGIWX 4.41%
Tiaa Cref Real Property Fnd Lp N/A 4.19%
TIAA-CREF Large-Cap Value W TRLWX 4.08%
Nuveen Dividend Value R6 FFEFX 2.81%
TIAA-CREF International Eq W TIEWX 2.68%

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