AGLMX vs TCWIX

Both AGLMX and TCWIX are mutual funds. AGLMX has a lower 5-year return than TCWIX (5.04% vs 9.48%). Below is the comparison between AGLMX and TCWIX.

AGLMX TCWIX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2020 U.S. Balanced: Target-Date 2020
Family Allianz Global Investors TIAA Investments
Net Assets N/A $2.70B
Expense Ratio N/A 0.29%
Management Style active active
Dividend Yield N/A 2.80%
Minimum Investment $5,000.00 $2,000,000.00
YTD Return 1.01% 7.84%
1-Year Return 9.81% 1.14%
3-Year Return 4.80% 11.12%
5-Year Return 5.04% 9.48%
10-Year Return 5.33% 8.98%

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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TCWIX description

The Fund seeks high total return over time through a combination of capital appreciation and income by investing in Underlying Funds according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2020.

TCWIX performance & returns

YTD Return 7.84%
1-Month Return 0.52%
3-Month Return 1.14%
1-Year Return 1.14%
3-Year Return 11.12%
5-Year Return 9.48%
10-Year Return 8.98%
TCWIX expense ratio is 0.29%.

TCWIX holdings

Top 10 Holdings (72.11% of Total Assets)

Name Symbol % Assets
TIAA-CREF Core Bond W TBBWX 19.58%
TIAA-CREF Core Plus Bond W TCBWX 12.42%
TIAA-CREF Short-Term Bond W TCTWX 6.17%
TIAA-CREF Inflation Link Bd W TIIWX 6.16%
TIAA-CREF Large-Cap Growth W TILWX 5.69%
TIAA-CREF Growth & Income W TGIWX 5.65%
TIAA-CREF Large-Cap Value W TRLWX 5.24%
Tiaa Cref Real Property Fnd Lp N/A 4.16%
Nuveen Dividend Value R6 FFEFX 3.61%
TIAA-CREF International Eq W TIEWX 3.43%

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