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

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