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AADTX vs FITWX

Both AADTX and FITWX are mutual funds. AADTX has a lower 5-year return than FITWX (10.02% vs 10.82%). AADTX has a lower expense ratio than FITWX (0.35% vs 0.64%). Below is the comparison between AADTX and FITWX.

AADTX FITWX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2025 U.S. Balanced: Target-Date 2025
Family American Funds Fidelity Investments
Net Assets $4.02B $1.20B
Expense Ratio 0.35% 0.64%
Management Style active active
Dividend Yield 1.54% 0.92%
Minimum Investment $1,000.00 $2,500.00
YTD Return 8.19% 8.67%
1-Year Return 1.90% 1.69%
3-Year Return 10.70% 11.41%
5-Year Return 10.02% 10.82%
10-Year Return 10.03% 9.31%

AADTX description

The Fund seeks to provide for investors that plan to retire in 2025. 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.

AADTX performance & returns

YTD Return 8.19%
1-Month Return 0.18%
3-Month Return 1.90%
1-Year Return 1.90%
3-Year Return 10.70%
5-Year Return 10.02%
10-Year Return 10.03%
AADTX expense ratio is 0.35%.

AADTX holdings

Top 10 Holdings (59.24% of Total Assets)

Name Symbol % Assets
American Funds Interm Bd Fd of Amer R6 RBOGX 9.01%
American Funds American Mutual R6 RMFGX 5.88%
American Funds Invmt Co of Amer R6 RICGX 5.84%
American Funds US Government Sec R6 RGVGX 5.83%
American Funds Washington Mutual R6 RWMGX 5.79%
American Funds American Balanced R6 RLBGX 5.62%
American Funds Global Balanced R6 RGBGX 5.47%
American Funds Bond Fund of Amer R6 RBFGX 5.41%
American Funds Inflation Linked Bd R6 RILFX 5.27%
American Funds Mortgage R6 RMAGX 5.12%

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FITWX 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 2025.

FITWX performance & returns

YTD Return 8.67%
1-Month Return 0.67%
3-Month Return 1.69%
1-Year Return 1.69%
3-Year Return 11.41%
5-Year Return 10.82%
10-Year Return 9.31%
FITWX expense ratio is 0.64%.

FITWX holdings

Top 10 Holdings (71.38% of Total Assets)

Name Symbol % Assets
Fidelity® Series Investment Grade Bond FSIGX 23.59%
Fidelity® Series Emerging Markets Opps FEMSX 10.27%
Fidelity® Series Infl-Prtct Bd Idx FSIPX 6.30%
Fidelity® Series Large Cap Stock FGLGX 5.97%
Fidelity® Series International Growth FIGSX 4.49%
Fidelity® Series Overseas FSOSX 4.46%
Fidelity® Series International Value FINVX 4.36%
Fidelity® Series Opportunistic Insights FVWSX 4.10%
Fidelity® Series Value Discovery FNKLX 3.95%
Fidelity® Series Government Money Mkt FGNXX 3.89%

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