BAPDX vs ARWIX

Both ARWIX and BAPDX are mutual funds. ARWIX has a higher 5-year return than BAPDX (7.7% vs 5%). Below is the comparison between ARWIX and BAPDX.

ARWIX BAPDX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2025 U.S. Balanced: Target-Date 2025
Family American Century Investments BlackRock
Net Assets $875.60M N/A
Expense Ratio 0.76% N/A
Management Style active active
Dividend Yield 3.60% N/A
Minimum Investment $3,000.00 $1,000.00
YTD Return -3.93% -3.35%
1-Year Return -2.72% 11.23%
3-Year Return 9.75% 4.63%
5-Year Return 7.70% 5.00%
10-Year Return 7.35% 7.59%

ARWIX description

The Fund seeks the highest total return consistent with its asset mix. One Choice 2025 Portfolio is a fund of funds, meaning that it seeks to achieve its objective by investing in other American Century mutual funds , the underlying funds, that represent a variety of asset classes and investment styles.

ARWIX performance & returns

YTD Return -3.93%
1-Month Return -2.60%
3-Month Return -2.72%
1-Year Return -2.72%
3-Year Return 9.75%
5-Year Return 7.70%
10-Year Return 7.35%
ARWIX expense ratio is 0.76%.

ARWIX holdings

Top 10 Holdings (74.18% of Total Assets)

Name Symbol % Assets
American Century NT Diversified Bond G ACLDX 20.46%
American Century NT Large Co Val G ACLLX 8.77%
American Century Global Bond G AGBGX 7.91%
American Century US Government MMkt Fd G AGGXX 7.79%
American Century Sustainable Equity G AFEGX 6.81%
American Century Short Dur Infl ProBd G APOGX 5.07%
American Century NT Growth G ACLTX 4.44%
American Century NT Mid Cap Value G ACLMX 4.41%
American Century NT Intl Val G ANTYX 4.28%
American Century NT International Gr G ACLNX 4.24%

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BAPDX description

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BAPDX performance & returns

YTD Return -3.35%
1-Month Return 1.81%
3-Month Return 11.23%
1-Year Return 11.23%
3-Year Return 4.63%
5-Year Return 5.00%
10-Year Return 7.59%
BAPDX expense ratio is N/A.

BAPDX holdings

Top 10 Holdings (76.80% of Total Assets)

Name Symbol % Assets
iShares US Treasury Bond ETF GOVT 15.79%
iShares Edge Investment Grade Enh Bd ETF IGEB 11.83%
iShares Edge MSCI USA Momentum Fctr ETF MTUM 9.94%
BlackRock Total Factor K BSTKX 7.48%
iShares TIPS Bond ETF TIP 7.03%
iShares Edge MSCI USA Value Factor ETF VLUE 6.34%
iShares Edge MSCI Min Vol USA ETF USMV 5.28%
iShares Edge MSCI USA Quality Factor ETF QUAL 4.92%
iShares Core MSCI Emerging Markets ETF IEMG 4.39%
iShares Edge High Yield Defensive Bd ETF HYDB 3.80%

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