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AGLMX vs FFFDX

Both AGLMX and FFFDX are mutual funds. AGLMX has a lower 5-year return than FFFDX (5.04% vs 10.49%). Below is the comparison between AGLMX and FFFDX.

AGLMX FFFDX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2020 U.S. Balanced: Target-Date 2020
Family Allianz Global Investors Fidelity Investments
Net Assets N/A $13.65B
Expense Ratio N/A 0.59%
Management Style active active
Dividend Yield N/A 1.06%
Minimum Investment $5,000.00 $2,500.00
YTD Return 1.01% 7.16%
1-Year Return 9.81% 4.13%
3-Year Return 4.80% 10.29%
5-Year Return 5.04% 10.49%
10-Year Return 5.33% 8.03%

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%

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FFFDX description

The Fund seeks high total return. Invests in a mix of Fidelity equity, fixed-income and money market funds using a moderate asset allocation strategy designed for investors expecting to retire around the year 2020.

FFFDX performance & returns

YTD Return 7.16%
1-Month Return 2.27%
3-Month Return 4.13%
1-Year Return 4.13%
3-Year Return 10.29%
5-Year Return 10.49%
10-Year Return 8.03%
FFFDX expense ratio is 0.59%.

FFFDX holdings

Top 10 Holdings (73.59% of Total Assets)

Name Symbol % Assets
Fidelity® Series Investment Grade Bond FSIGX 26.25%
Fidelity® Series Emerging Markets Opps FEMSX 9.65%
Fidelity® Series Infl-Prtct Bd Idx FSIPX 7.15%
Fidelity® Series Government Money Mkt FGNXX 6.26%
Fidelity® Series Intrinsic Opps FDMLX 4.43%
Fidelity® Series Growth Company FCGSX 4.23%
Fidelity® Series International Growth FIGSX 3.99%
Fidelity® Series Overseas FSOSX 3.96%
Fidelity® Series International Value FINVX 3.88%
Fidelity® Series Large Cap Stock FGLGX 3.79%

Other relevant FFFDX comparisons

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