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ARAMX vs TLRRX

Both ARAMX and TLRRX are mutual funds. ARAMX has a lower 5-year return than TLRRX (3.8% vs 7.97%). Below is the comparison between ARAMX and TLRRX.

ARAMX TLRRX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date Retirement U.S. Balanced: Target-Date Retirement
Family Allianz Global Investors TIAA Investments
Net Assets N/A $144.00M
Expense Ratio N/A 0.58%
Management Style active active
Dividend Yield N/A 2.21%
Minimum Investment $5,000.00 $2,500.00
YTD Return -0.09% 4.75%
1-Year Return 5.67% 3.40%
3-Year Return 2.63% 8.26%
5-Year Return 3.80% 7.97%
10-Year Return N/A 6.76%

ARAMX description

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ARAMX performance & returns

YTD Return -0.09%
1-Month Return 1.71%
3-Month Return 5.67%
1-Year Return 5.67%
3-Year Return 2.63%
5-Year Return 3.80%
10-Year Return N/A
ARAMX expense ratio is N/A.

ARAMX holdings

Top 10 Holdings (69.70% of Total Assets)

Name Symbol % Assets
Us 10yr Ultra Fut Dec20 Xcbt 20201221 N/A 11.18%
Us 10yr Note (Cbt)dec20 Xcbt 20201221 N/A 10.84%
AllianzGI Short Duration High Income R6 ASHSX 9.48%
AllianzGI Prefd Secs and Inc R6 ARISX 7.01%
AllianzGI High Yield Bond Institutional AYBIX 6.83%
AllianzGI Short Term Bond Institutional ASTKX 6.04%
iShares JP Morgan USD Em Mkts Bd ETF EMB 5.22%
Future on Russell 1000 Dec20 N/A 4.88%
Euro-Btp Future Dec20 Xeur 20201208 N/A 4.57%
Future on DJ US Real Estate Dec20 N/A 3.65%

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TLRRX description

The Fund seeks high total return over time consistent with an emphasis on both capital growth and income. The Fund seeks to invest in a diversified portfolio consisting of about 40% stocks and 60% bonds.

TLRRX performance & returns

YTD Return 4.75%
1-Month Return 1.66%
3-Month Return 3.40%
1-Year Return 3.40%
3-Year Return 8.26%
5-Year Return 7.97%
10-Year Return 6.76%
TLRRX expense ratio is 0.58%.

TLRRX holdings

Top 10 Holdings (77.60% of Total Assets)

Name Symbol % Assets
TIAA-CREF Core Bond W TBBWX 21.73%
TIAA-CREF Core Plus Bond W TCBWX 13.75%
TIAA-CREF Short-Term Bond W TCTWX 10.61%
TIAA-CREF Inflation Link Bd W TIIWX 10.58%
TIAA-CREF Growth & Income W TGIWX 4.19%
Tiaa Cref Real Property Fnd Lp N/A 4.13%
TIAA-CREF Large-Cap Growth W TILWX 3.83%
TIAA-CREF Large-Cap Value W TRLWX 3.53%
TIAA-CREF International Eq W TIEWX 2.83%
TIAA-CREF International Opps W TIOVX 2.42%

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