AAFTX vs TCIIX

Both AAFTX and TCIIX are mutual funds. AAFTX has a higher 5-year return than TCIIX (13.2% vs 12%). AAFTX has a higher expense ratio than TCIIX (0.35% vs 0.3%). Below is the comparison between AAFTX and TCIIX.

AAFTX TCIIX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2035 U.S. Balanced: Target-Date 2035
Family American Funds TIAA Investments
Net Assets $3.28B $4.70B
Expense Ratio 0.35% 0.30%
Management Style active active
Dividend Yield 0.86% 2.49%
Minimum Investment $1,000.00 $2,000,000.00
YTD Return 12.16% 10.23%
1-Year Return 0.70% -0.71%
3-Year Return 15.98% 14.46%
5-Year Return 13.20% 12.00%
10-Year Return 12.68% 11.92%

AAFTX description

The Fund seeks to provide for investors that plan to retire in 2035. 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.

AAFTX performance & returns

YTD Return 12.16%
1-Month Return -1.33%
3-Month Return 0.70%
1-Year Return 0.70%
3-Year Return 15.98%
5-Year Return 13.20%
10-Year Return 12.68%
AAFTX expense ratio is 0.35%.

AAFTX holdings

Top 10 Holdings (65.06% of Total Assets)

Name Symbol % Assets
American Funds Washington Mutual R6 RWMGX 7.99%
American Funds US Government Sec R6 RGVGX 7.90%
American Funds Invmt Co of Amer R6 RICGX 7.00%
American Funds New Perspective R6 RNPGX 6.82%
American Funds Fundamental Invs R6 RFNGX 6.00%
American Funds American Mutual R6 RMFGX 5.98%
American Funds American Balanced R6 RLBGX 5.97%
American Funds Global Balanced R6 RGBGX 5.96%
American Funds Growth Fund of Amer R6 RGAGX 5.81%
American Funds AMCAP R6 RAFGX 5.63%

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TCIIX 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 2035.

TCIIX performance & returns

YTD Return 10.23%
1-Month Return -1.79%
3-Month Return -0.71%
1-Year Return -0.71%
3-Year Return 14.46%
5-Year Return 12.00%
10-Year Return 11.92%
TCIIX expense ratio is 0.3%.

TCIIX holdings

Top 10 Holdings (70.33% of Total Assets)

Name Symbol % Assets
TIAA-CREF Core Bond W TBBWX 12.09%
TIAA-CREF Large-Cap Growth W TILWX 8.99%
TIAA-CREF Growth & Income W TGIWX 8.92%
TIAA-CREF Large-Cap Value W TRLWX 8.26%
TIAA-CREF Core Plus Bond W TCBWX 7.80%
Nuveen Dividend Value R6 FFEFX 5.70%
TIAA-CREF International Eq W TIEWX 5.42%
TIAA-CREF International Opps W TIOVX 4.66%
TIAA-CREF Quant Large-Cap Growth W TECWX 4.29%
Tiaa Cref Real Property Fnd Lp N/A 4.20%

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