ARCVX vs TCRIX

Both ARCVX and TCRIX are mutual funds. ARCVX has a lower 5-year return than TCRIX (5.36% vs 6.41%). ARCVX has a higher expense ratio than TCRIX (0.78% vs 0.3%). Below is the comparison between ARCVX and TCRIX.

ARCVX TCRIX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2030 U.S. Balanced: Target-Date 2030
Family American Century Investments TIAA Investments
Net Assets $445.90M $3.85B
Expense Ratio 0.78% 0.30%
Management Style active active
Dividend Yield 4.35% 4.03%
Minimum Investment $3,000.00 $2,000,000.00
YTD Return -12.90% -13.99%
1-Year Return -8.05% -8.44%
3-Year Return 5.54% 6.50%
5-Year Return 5.36% 6.41%
10-Year Return 6.96% 8.66%

ARCVX

ARCVX description

The Fund seeks the highest total return consistent with its asset mix. One Choice 2030 Portfolio is a fund of funds, meaning that it seeks to achieve its objective by investing in other American Century mutual funds, the underlying fund, that represent a variety of asset classes and investment styles.

ARCVX performance & returns

YTD Return -12.90%
1-Month Return -6.60%
3-Month Return -8.05%
1-Year Return -8.05%
3-Year Return 5.54%
5-Year Return 5.36%
10-Year Return 6.96%
ARCVX expense ratio is 0.78%.

ARCVX holdings

Top 10 Holdings (71.42% of Total Assets)

Name Symbol % Assets
American Century NT Diversified Bond G ACLDX 19.02%
American Century NT Large Co Val G ACLLX 9.06%
American Century Global Bond G AGBGX 7.35%
American Century Sustainable Equity G AFEGX 7.10%
American Century US Government MMkt Fd G AGGXX 5.26%
American Century NT Mid Cap Value G ACLMX 5.07%
American Century NT Growth G ACLTX 4.96%
American Century Inflation-Adjs Bond G AINGX 4.70%
American Century NT International Gr G ACLNX 4.68%
American Century NT High Income G AHGNX 4.22%

ARCVX pros

The following are ARCVX strengths from our perspective:

  • ARCVX 3-year return is 5.54%, which is in line with the 3-year return of the benchmark index (S&P Target Date To 2030 TR), 6.07%.
  • ARCVX 5-year return is 5.36%, which is in line with the 5-year return of the benchmark index (S&P Target Date To 2030 TR), 5.83%.
  • ARCVX 10-year return is 6.96%, which is in line with the 10-year return of the benchmark index (S&P Target Date To 2030 TR), 7.36%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

ARCVX cons

The following are ARCVX weaknesses from our perspective:

  • ARCVX net assets are $445.90 million. This fund is not a popular choice with retail investors.
  • ARCVX expense ratio is 0.78%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

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TCRIX

TCRIX 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 2030.

TCRIX performance & returns

YTD Return -13.99%
1-Month Return -6.85%
3-Month Return -8.44%
1-Year Return -8.44%
3-Year Return 6.50%
5-Year Return 6.41%
10-Year Return 8.66%
TCRIX expense ratio is 0.3%.

TCRIX holdings

Top 10 Holdings (68.74% of Total Assets)

Name Symbol % Assets
TIAA-CREF Core Bond W TBBWX 14.64%
TIAA-CREF Core Plus Bond W TCBWX 9.38%
TIAA-CREF Large-Cap Growth W TILWX 7.88%
TIAA-CREF Growth & Income W TGIWX 7.82%
TIAA-CREF Large-Cap Value W TRLWX 7.25%
Nuveen Dividend Value R6 FFEFX 5.00%
TIAA-CREF International Eq W TIEWX 4.75%
Tiaa Cref Real Property Fnd Lp N/A 4.19%
TIAA-CREF International Opps W TIOVX 4.07%
TIAA-CREF Quant Large-Cap Growth W TECWX 3.76%

TCRIX pros

The following are TCRIX strengths from our perspective:

  • TCRIX 3-year return is 6.5%, which is higher than the 3-year return of the benchmark index (S&P Target Date 2030 TR USD), 6.44%.
  • TCRIX 5-year return is 6.41%, which is higher than the 5-year return of the benchmark index (S&P Target Date 2030 TR USD), 6.21%.
  • TCRIX 10-year return is 8.66%, which is higher than the 10-year return of the benchmark index (S&P Target Date 2030 TR USD), 8.13%.
  • TCRIX 15-year return is 5.31%, which is higher than the 15-year return of the benchmark index (S&P Target Date 2030 TR USD), 5.23%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

TCRIX cons

None that we could think of.

Other relevant TCRIX comparisons

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