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AACTX vs TLWIX

Both AACTX and TLWIX are mutual funds. AACTX has a lower 5-year return than TLWIX (8.24% vs 9.37%). AACTX has a higher expense ratio than TLWIX (0.35% vs 0.1%). Below is the comparison between AACTX and TLWIX.

AACTX TLWIX
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 $2.78B
Expense Ratio 0.35% 0.10%
Management Style active active
Dividend Yield 2.13% 1.70%
Minimum Investment $1,000.00 $10,000,000.00
YTD Return 6.25% 5.86%
1-Year Return 1.53% 1.70%
3-Year Return 9.05% 10.24%
5-Year Return 8.24% 9.37%
10-Year Return 7.98% 8.20%

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 6.25%
1-Month Return 0.27%
3-Month Return 1.53%
1-Year Return 1.53%
3-Year Return 9.05%
5-Year Return 8.24%
10-Year Return 7.98%
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 American High-Inc R6 RITGX 5.05%
American Funds Washington Mutual R6 RWMGX 5.05%
American Funds Invmt Co of Amer R6 RICGX 4.99%

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TLWIX description

The Fund seeks high total return over time through a combination of capital appreciation and income. The Fund is a fund of funds that invests in the other funds of the Trust. The Fund invests in funds according to an asset allocation strategy designed for investors retiring/planning to retire within a few years of 2020.

TLWIX performance & returns

YTD Return 5.86%
1-Month Return 0.82%
3-Month Return 1.70%
1-Year Return 1.70%
3-Year Return 10.24%
5-Year Return 9.37%
10-Year Return 8.20%
TLWIX expense ratio is 0.1%.

TLWIX holdings

Top 10 Holdings (99.95% of Total Assets)

Name Symbol % Assets
TIAA-CREF Bond Index W TBIWX 38.00%
TIAA-CREF Equity Index W TEQWX 34.79%
TIAA-CREF International Eq Idx W TCIWX 9.95%
TIAA-CREF Short-Term Bond Index W TTBWX 6.15%
TIAA-CREF Inflation Link Bd W TIIWX 6.12%
TIAA-CREF Emerging Markets Eq Idx W TENWX 4.94%

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