BAPGX vs FFTHX

Both BAPGX and FFTHX are mutual funds. BAPGX has a lower 5-year return than FFTHX (4.99% vs 7.55%). Below is the comparison between BAPGX and FFTHX.

BAPGX FFTHX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2035 U.S. Balanced: Target-Date 2035
Family BlackRock Fidelity Investments
Net Assets N/A $10.84B
Expense Ratio N/A 0.72%
Management Style active active
Dividend Yield N/A 2.64%
Minimum Investment $1,000.00 $2,500.00
YTD Return -5.98% -15.37%
1-Year Return 14.43% -10.39%
3-Year Return 4.37% 8.48%
5-Year Return 4.99% 7.55%
10-Year Return 8.06% 9.30%

BAPGX

BAPGX description

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BAPGX performance & returns

YTD Return -5.98%
1-Month Return 2.16%
3-Month Return 14.43%
1-Year Return 14.43%
3-Year Return 4.37%
5-Year Return 4.99%
10-Year Return 8.06%
BAPGX expense ratio is N/A.

BAPGX holdings

Top 10 Holdings (74.11% of Total Assets)

Name Symbol % Assets
iShares Edge MSCI USA Momentum Fctr ETF MTUM 14.04%
iShares Edge MSCI USA Value Factor ETF VLUE 8.95%
iShares US Treasury Bond ETF GOVT 7.43%
iShares Edge MSCI Min Vol USA ETF USMV 7.43%
iShares Edge MSCI USA Quality Factor ETF QUAL 7.07%
iShares Core MSCI Emerging Markets ETF IEMG 6.91%
iShares Edge MSCI Intl Momentum Fctr ETF IMTM 6.19%
iShares Edge MSCI Intl Quality Fctr ETF IQLT 5.93%
iShares Edge Investment Grade Enh Bd ETF IGEB 5.53%
iShares TIPS Bond ETF TIP 4.63%

BAPGX pros

None that we could think of.

BAPGX cons

The following are BAPGX weaknesses from our perspective:

  • BAPGX net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 0.25%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.

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FFTHX

FFTHX description

The Fund seeks high total return through investing in a combination of Fidelity equity, fixed-income, and money market funds (underlying Fidelity funds). It is targeted to investors expected to retire around the year 2035.

FFTHX performance & returns

YTD Return -15.37%
1-Month Return -7.92%
3-Month Return -10.39%
1-Year Return -10.39%
3-Year Return 8.48%
5-Year Return 7.55%
10-Year Return 9.30%
FFTHX expense ratio is 0.72%.

FFTHX holdings

Top 10 Holdings (70.52% of Total Assets)

Name Symbol % Assets
Fidelity® Series Emerging Markets Opps FEMSX 12.74%
Fidelity® Series Investment Grade Bond FSIGX 8.86%
Fidelity® Series Growth Company FCGSX 7.50%
Fidelity® Series Intrinsic Opps FDMLX 7.31%
Fidelity® Series International Growth FIGSX 6.35%
Fidelity® Series Overseas FSOSX 6.29%
Fidelity® Series Large Cap Stock FGLGX 6.24%
Fidelity® Series International Value FINVX 6.14%
Fidelity® Series Stk Selec Lg Cp Val FBLEX 5.12%
Fidelity® Series Opportunistic Insights FVWSX 3.97%

FFTHX pros

The following are FFTHX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

FFTHX cons

The following are FFTHX weaknesses from our perspective:

  • FFTHX 3-year return is 8.48%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 13.04%.
  • FFTHX 5-year return is 7.55%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 12.37%.
  • FFTHX 10-year return is 9.3%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 13.88%.
  • FFTHX 15-year return is 5.53%, which is lower than the 15-year return of the benchmark index (S&P 500 TR USD), 8.67%.
  • FFTHX expense ratio is 0.72%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant FFTHX comparisons

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