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AGLMX vs AACTX

Both AACTX and AGLMX are mutual funds. AACTX has a higher 5-year return than AGLMX (8.63% vs 5.04%). Below is the comparison between AACTX and AGLMX.

AACTX AGLMX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2020 U.S. Balanced: Target-Date 2020
Family American Funds Allianz Global Investors
Net Assets $2.64B N/A
Expense Ratio 0.35% N/A
Management Style active active
Dividend Yield 2.14% N/A
Minimum Investment $1,000.00 $5,000.00
YTD Return 7.71% 1.01%
1-Year Return 0.95% 9.81%
3-Year Return 10.27% 4.80%
5-Year Return 8.63% 5.04%
10-Year Return 8.63% 5.33%

AACTX description

The Fund seeks to provide for investors that plan to retire in 2020. 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.

AACTX performance & returns

YTD Return 7.71%
1-Month Return -0.34%
3-Month Return 0.95%
1-Year Return 0.95%
3-Year Return 10.27%
5-Year Return 8.63%
10-Year Return 8.63%
AACTX expense ratio is 0.35%.

AACTX holdings

Top 10 Holdings (69.73% of Total Assets)

Name Symbol % Assets
American Funds Income Fund of Amer R6 RIDGX 9.45%
American Funds Capital Income Bldr R6 RIRGX 9.26%
American Funds Interm Bd Fd of Amer R6 RBOGX 8.97%
American Funds Bond Fund of Amer R6 RBFGX 7.98%
American Funds Inflation Linked Bd R6 RILFX 6.99%
American Funds American Mutual R6 RMFGX 6.02%
American Funds Mortgage R6 RMAGX 5.97%
American Funds Washington Mutual R6 RWMGX 5.05%
American Funds American High-Inc R6 RITGX 5.05%
American Funds Invmt Co of Amer R6 RICGX 4.99%

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AGLMX description

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AGLMX performance & returns

YTD Return 1.01%
1-Month Return 1.24%
3-Month Return 9.81%
1-Year Return 9.81%
3-Year Return 4.80%
5-Year Return 5.04%
10-Year Return 5.33%
AGLMX expense ratio is N/A.

AGLMX holdings

Top 10 Holdings (104.83% of Total Assets)

Name Symbol % Assets
AllianzGI Global Dynamic Allocation R6 ADYFX 69.79%
AllianzGI Core Bond R6 AOBSX 26.61%
MSCI EAFE Index Future June 20 MFSM0 2.87%
E-mini S&P 500 Futures June20 ESM0.DE 2.53%
MSCI USA Index Future June 20 FMUSM0 1.17%
E Mini Russ 2000 Jun20 Xcme 20200619 N/A 1.16%
AllianzGI Emerging Markets Sm-Cp Instl ALAIX 0.70%

Other relevant AGLMX comparisons

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