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AAHTX vs FFFGX

Both AAHTX and FFFGX are mutual funds. AAHTX has a higher 5-year return than FFFGX (13.93% vs 13.87%). AAHTX has a lower expense ratio than FFFGX (0.34% vs 0.75%). Below is the comparison between AAHTX and FFFGX.

AAHTX FFFGX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2045 U.S. Balanced: Target-Date 2045
Family American Funds Fidelity Investments
Net Assets $2.00B $6.96B
Expense Ratio 0.34% 0.75%
Management Style active active
Dividend Yield 0.64% 0.97%
Minimum Investment $1,000.00 $2,500.00
YTD Return 11.53% 12.85%
1-Year Return 3.16% 2.76%
3-Year Return 14.19% 14.02%
5-Year Return 13.93% 13.87%
10-Year Return 11.71% 10.60%

AAHTX description

The Fund seeks to provide for investors that plan to retire in 2045. 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.

AAHTX performance & returns

YTD Return 11.53%
1-Month Return 0.76%
3-Month Return 3.16%
1-Year Return 3.16%
3-Year Return 14.19%
5-Year Return 13.93%
10-Year Return 11.71%
AAHTX expense ratio is 0.34%.

AAHTX holdings

Top 10 Holdings (70.05% of Total Assets)

Name Symbol % Assets
American Funds Washington Mutual R6 RWMGX 7.93%
American Funds Invmt Co of Amer R6 RICGX 7.79%
American Funds SMALLCAP World R6 RLLGX 7.57%
American Funds Growth Fund of Amer R6 RGAGX 7.34%
American Funds New Perspective R6 RNPGX 7.31%
American Funds AMCAP R6 RAFGX 6.87%
American Funds Fundamental Invs R6 RFNGX 6.79%
American Funds American Mutual R6 RMFGX 6.78%
American Funds American Balanced R6 RLBGX 5.89%
American Funds Capital World Gr&Inc R6 RWIGX 5.78%

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FFFGX description

The Fund seeks high total return until its target retirement date. Thereafter the Fund's objective will be to seek high current income and, as a secondary objective, capital appreciation. The Fund invests in a combination of underlying Fidelity equity, fixed-income, and short-term funds.

FFFGX performance & returns

YTD Return 12.85%
1-Month Return -0.07%
3-Month Return 2.76%
1-Year Return 2.76%
3-Year Return 14.02%
5-Year Return 13.87%
10-Year Return 10.60%
FFFGX expense ratio is 0.75%.

FFFGX holdings

Top 10 Holdings (72.10% of Total Assets)

Name Symbol % Assets
Fidelity® Series Emerging Markets Opps FEMSX 13.68%
Fidelity® Series Growth Company FCGSX 8.64%
Fidelity® Series Intrinsic Opps FDMLX 8.00%
Fidelity® Series International Growth FIGSX 7.02%
Fidelity® Series Overseas FSOSX 6.94%
Fidelity® Series Large Cap Stock FGLGX 6.81%
Fidelity® Series International Value FINVX 6.78%
Fidelity® Series Stk Selec Lg Cp Val FBLEX 5.63%
Fidelity® Series Opportunistic Insights FVWSX 4.33%
Fidelity® Series Value Discovery FNKLX 4.27%

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