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AADR vs CFTAX
AADR is an ETF, whereas CFTAX is a mutual fund. AADR has a higher 5-year return than CFTAX (10.96% vs 5.25%). AADR has a higher expense ratio than CFTAX (1.1% vs 0.42%). Below is the comparison between AADR and CFTAX.
|Security Type||ETF||Mutual fund|
|Segment||Equity: Global Ex-U.S. - Total Market Growth||N/A|
|Management Style||passive (index-based)||passive|
The Fund seeks long-term capital appreciation above international benchmarks such as the MSCI EAFE Index and the BNY Mellon Classic ADR Index. The Fund selects a portfolio of U.S. traded securities of non-U.S. organizations, most often American Depositary Receipts (ADRs), included in the BNY Mellon Classic ADR Index.
AADR performance & returns
Top 10 Holdings (45.63% of Total Assets)
|NICE Ltd ADR||NICE||6.54%|
|Gold Fields Ltd ADR||GFI.JO||5.86%|
|argenx SE ADR||ARGX||5.52%|
|Anglogold Ashanti Ltd ADR||AU.JO||3.64%|
|TAL Education Group ADR||TAL||3.63%|
|ASML Holding NV ADR||ASML||3.59%|
|ZTO Express (Cayman) Inc ADR||ZTO||3.35%|
|Sibanye Stillwater Ltd ADR||SBSW.JO||3.21%|
|LVMH Moet Hennessy Louis Vuitton SE ADR||LVMUY.PA||3.08%|
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The Fund seeks growth, income and preservation of capital, depending on the proximity to its target date. The Fund will invest in a variety of fund categories such as growth funds, growth-and-income funds, equity-income funds, balanced funds and bond funds. The fund categories represent differing investment objectives.
CFTAX performance & returns
Top 10 Holdings (100.04% of Total Assets)
|American Funds Interm Bd Fd of Amer R6||RBOGX||33.53%|
|American Funds Bond Fund of Amer R6||RBFGX||20.35%|
|American Funds Mortgage R6||RMAGX||14.60%|
|American Funds American Mutual R6||RMFGX||10.82%|
|American Funds Income Fund of Amer R6||RIDGX||10.77%|
|American Funds Strategic Bond R-6||RANGX||9.97%|
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