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AAMTX vs FDEEX

Both AAMTX and FDEEX are mutual funds. AAMTX has a higher 5-year return than FDEEX (14.12% vs 13.87%). AAMTX has a lower expense ratio than FDEEX (0.35% vs 0.75%). Below is the comparison between AAMTX and FDEEX.

AAMTX FDEEX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2055 U.S. Balanced: Target-Date 2055
Family American Funds Fidelity Investments
Net Assets $1.06B $2.78B
Expense Ratio 0.35% 0.75%
Management Style active active
Dividend Yield 0.56% 0.94%
Minimum Investment $1,000.00 $2,500.00
YTD Return 11.77% 12.76%
1-Year Return 3.19% 2.73%
3-Year Return 14.36% 14.00%
5-Year Return 14.12% 13.87%
10-Year Return 11.80% 10.65%

AAMTX description

The Fund seeks growth, income and conservation of capital. The Fund will emphasize income and conservation of capital by investing a greater portion of assets in bond, equity-income and balanced funds as it approaches and passes its target date. In this way, the fund seeks to balance total return and stability over time.

AAMTX performance & returns

YTD Return 11.77%
1-Month Return 0.73%
3-Month Return 3.19%
1-Year Return 3.19%
3-Year Return 14.36%
5-Year Return 14.12%
10-Year Return 11.80%
AAMTX expense ratio is 0.35%.

AAMTX holdings

Top 10 Holdings (74.20% of Total Assets)

Name Symbol % Assets
American Funds Invmt Co of Amer R6 RICGX 9.00%
American Funds Washington Mutual R6 RWMGX 8.99%
American Funds Fundamental Invs R6 RFNGX 7.99%
American Funds American Mutual R6 RMFGX 7.98%
American Funds SMALLCAP World R6 RLLGX 7.18%
American Funds Growth Fund of Amer R6 RGAGX 7.04%
American Funds New Perspective R6 RNPGX 7.02%
American Funds Capital World Gr&Inc R6 RWIGX 6.99%
American Funds AMCAP R6 RAFGX 6.98%
American Funds US Government Sec R6 RGVGX 5.03%

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FDEEX description

The Fund seeks high total return until its target retirement date. The Fund will invest in combination of underlying Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds using a moderate asset allocation strategy designed for investors expecting to retire around the year 2055.

FDEEX performance & returns

YTD Return 12.76%
1-Month Return -0.18%
3-Month Return 2.73%
1-Year Return 2.73%
3-Year Return 14.00%
5-Year Return 13.87%
10-Year Return 10.65%
FDEEX expense ratio is 0.75%.

FDEEX holdings

Top 10 Holdings (72.09% of Total Assets)

Name Symbol % Assets
Fidelity® Series Emerging Markets Opps FEMSX 13.68%
Fidelity® Series Growth Company FCGSX 8.63%
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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