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AGLMX vs TLWIX

Both AGLMX and TLWIX are mutual funds. AGLMX has a lower 5-year return than TLWIX (5.04% vs 9.78%). Below is the comparison between AGLMX and TLWIX.

AGLMX TLWIX
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 $2.73B
Expense Ratio N/A 0.10%
Management Style active active
Dividend Yield N/A 1.72%
Minimum Investment $5,000.00 $10,000,000.00
YTD Return 1.01% 5.61%
1-Year Return 9.81% 3.83%
3-Year Return 4.80% 10.17%
5-Year Return 5.04% 9.78%
10-Year Return 5.33% 8.41%

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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TLWIX description

The Fund seeks high total return over time through a combination of capital appreciation and income. The Fund is a fund of funds that invests in the other funds of the Trust. The Fund invests in funds according to an asset allocation strategy designed for investors retiring/planning to retire within a few years of 2020.

TLWIX performance & returns

YTD Return 5.61%
1-Month Return 1.95%
3-Month Return 3.83%
1-Year Return 3.83%
3-Year Return 10.17%
5-Year Return 9.78%
10-Year Return 8.41%
TLWIX expense ratio is 0.1%.

TLWIX holdings

Top 10 Holdings (99.95% of Total Assets)

Name Symbol % Assets
TIAA-CREF Bond Index W TBIWX 38.00%
TIAA-CREF Equity Index W TEQWX 34.79%
TIAA-CREF International Eq Idx W TCIWX 9.95%
TIAA-CREF Short-Term Bond Index W TTBWX 6.15%
TIAA-CREF Inflation Link Bd W TIIWX 6.12%
TIAA-CREF Emerging Markets Eq Idx W TENWX 4.94%

Other relevant TLWIX comparisons

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