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AANTX vs PIRMX

Both AANTX and PIRMX are mutual funds. AANTX has a higher 5-year return than PIRMX (14.48% vs 6.26%). AANTX has a lower expense ratio than PIRMX (0.38% vs 0.62%). Below is the comparison between AANTX and PIRMX.

AANTX PIRMX
Security Type ETF ETF
Segment U.S. Balanced: — U.S. Balanced: —
Family American Funds PIMCO
Net Assets $485.60M $1.39B
Expense Ratio 0.38% 0.62%
Management Style active active
Dividend Yield 0.55% 0.79%
Minimum Investment $1,000.00 $25,000.00
YTD Return 7.12% 2.26%
1-Year Return 4.86% 2.38%
3-Year Return 14.36% 5.82%
5-Year Return 14.48% 6.26%
10-Year Return N/A N/A

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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PIRMX description

The Fund seeks total return which exceeds that of its benchmark. The Fund seeks to achieve its investment objective by investing under normal circumstances in a combination of Fixed Income Instruments of varying maturities. The Fund may also invest up to 25% of its total assets in equity-related investments.

PIRMX performance & returns

YTD Return 2.26%
1-Month Return 0.78%
3-Month Return 2.38%
1-Year Return 2.38%
3-Year Return 5.82%
5-Year Return 6.26%
10-Year Return N/A
PIRMX expense ratio is 0.62%.

PIRMX holdings

Top 10 Holdings (126.88% of Total Assets)

Name Symbol % Assets
Fin Fut Euro-Schatz 2yr Eux 09/08/20 N/A 38.24%
Pimco Cayman Commodity Fund Vii Ltd N/A 16.66%
5 Year Treasury Note Future Sept 20 ZFU0 11.86%
Federal National Mortgage Association 4% N/A 11.73%
Fin Fut Euro-Bobl 5y Eux 09/08/20 N/A 9.49%
10 Year Treasury Note Future Sept 20 ZNU0 9.08%
PIMCO Em Mkts Ccy and S/T Invsmt Instl PLMIX 8.45%
United States Treasury Notes 0.12% N/A 7.59%
United States Treasury Notes 0.25% N/A 7.40%
Federal National Mortgage Association 3.5% N/A 6.38%

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