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AANTX vs FTANX

Both AANTX and FTANX are mutual funds. AANTX has a higher 5-year return than FTANX (14.48% vs 7.14%). AANTX has a lower expense ratio than FTANX (0.38% vs 0.52%). Below is the comparison between AANTX and FTANX.

AANTX FTANX
Security Type ETF ETF
Segment U.S. Balanced: — U.S. Balanced: —
Family American Funds Fidelity Investments
Net Assets $485.60M $2.32B
Expense Ratio 0.38% 0.52%
Management Style active active
Dividend Yield 0.55% 1.33%
Minimum Investment $1,000.00 $2,500.00
YTD Return 7.12% 1.41%
1-Year Return 4.86% 0.92%
3-Year Return 14.36% 7.76%
5-Year Return 14.48% 7.14%
10-Year Return N/A 5.71%

AANTX description

The Fund seeks to provide for investors that plan to retire in 2060. 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.

AANTX performance & returns

YTD Return 7.12%
1-Month Return 4.53%
3-Month Return 4.86%
1-Year Return 4.86%
3-Year Return 14.36%
5-Year Return 14.48%
10-Year Return N/A
AANTX expense ratio is 0.38%.

AANTX holdings

Top 10 Holdings (74.14% of Total Assets)

Name Symbol % Assets
American Funds Washington Mutual R6 RWMGX 9.00%
American Funds Invmt Co of Amer R6 RICGX 8.99%
American Funds American Mutual R6 RMFGX 8.00%
American Funds Fundamental Invs R6 RFNGX 7.99%
American Funds SMALLCAP World R6 RLLGX 7.09%
American Funds Growth Fund of Amer R6 RGAGX 7.04%
American Funds New Perspective R6 RNPGX 6.99%
American Funds Capital World Gr&Inc R6 RWIGX 6.99%
American Funds AMCAP R6 RAFGX 6.99%
American Funds US Government Sec R6 RGVGX 5.06%

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FTANX description

The Fund seeks a high level of current income by allocating its assets among stocks, bonds, short-term instruments and other investments by maintaining a neutral mix over time of 30% of assets in stocks, 50% of assets in bonds, and 20% of assets in short-term and money market instruments.

FTANX performance & returns

YTD Return 1.41%
1-Month Return 1.49%
3-Month Return 0.92%
1-Year Return 0.92%
3-Year Return 7.76%
5-Year Return 7.14%
10-Year Return 5.71%
FTANX expense ratio is 0.52%.

FTANX holdings

Top 10 Holdings (17.53% of Total Assets)

Name Symbol % Assets
Fidelity Revere Str Tr N/A 5.34%
United States Treasury Bonds 3% N/A 2.27%
Umbs 3.5% 30 Year N/A 2.15%
Fidelity Cent Invt Portfolios Ii N/A 1.46%
United States Treasury Notes 2.62% N/A 1.42%
Microsoft Corp MSFT 1.33%
iShares MSCI Japan ETF EWJ 1.32%
Apple Inc AAPL 1.23%
United States Treasury Notes 0.12% N/A 1.01%

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