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AACTX vs TCWIX

Both AACTX and TCWIX are mutual funds. AACTX has a lower 5-year return than TCWIX (8.31% vs 9.39%). AACTX and TCWIX have the same expense ratio (0.35%). Below is the comparison between AACTX and TCWIX.

AACTX TCWIX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2020 U.S. Balanced: Target-Date 2020
Family American Funds TIAA Investments
Net Assets $2.64B $2.73B
Expense Ratio 0.35% 0.35%
Management Style active active
Dividend Yield 2.13% 2.79%
Minimum Investment $1,000.00 $2,000,000.00
YTD Return 7.13% 7.00%
1-Year Return 2.43% 2.69%
3-Year Return 9.32% 9.73%
5-Year Return 8.31% 9.39%
10-Year Return 8.13% 8.34%

AACTX description

The Fund seeks to provide for investors that plan to retire in 2020. 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.

AACTX performance & returns

YTD Return 7.13%
1-Month Return 0.89%
3-Month Return 2.43%
1-Year Return 2.43%
3-Year Return 9.32%
5-Year Return 8.31%
10-Year Return 8.13%
AACTX expense ratio is 0.35%.

AACTX holdings

Top 10 Holdings (69.73% of Total Assets)

Name Symbol % Assets
American Funds Income Fund of Amer R6 RIDGX 9.45%
American Funds Capital Income Bldr R6 RIRGX 9.26%
American Funds Interm Bd Fd of Amer R6 RBOGX 8.97%
American Funds Bond Fund of Amer R6 RBFGX 7.98%
American Funds Inflation Linked Bd R6 RILFX 6.99%
American Funds American Mutual R6 RMFGX 6.02%
American Funds Mortgage R6 RMAGX 5.97%
American Funds Washington Mutual R6 RWMGX 5.05%
American Funds American High-Inc R6 RITGX 5.05%
American Funds Invmt Co of Amer R6 RICGX 4.99%

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TCWIX 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 2020.

TCWIX performance & returns

YTD Return 7.00%
1-Month Return 0.79%
3-Month Return 2.69%
1-Year Return 2.69%
3-Year Return 9.73%
5-Year Return 9.39%
10-Year Return 8.34%
TCWIX expense ratio is 0.35%.

TCWIX holdings

Top 10 Holdings (72.11% of Total Assets)

Name Symbol % Assets
TIAA-CREF Core Bond W TBBWX 19.58%
TIAA-CREF Core Plus Bond W TCBWX 12.42%
TIAA-CREF Short-Term Bond W TCTWX 6.17%
TIAA-CREF Inflation Link Bd W TIIWX 6.16%
TIAA-CREF Large-Cap Growth W TILWX 5.69%
TIAA-CREF Growth & Income W TGIWX 5.65%
TIAA-CREF Large-Cap Value W TRLWX 5.24%
Tiaa Cref Real Property Fnd Lp N/A 4.16%
Nuveen Dividend Value R6 FFEFX 3.61%
TIAA-CREF International Eq W TIEWX 3.43%

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