BAPGX vs FITHX

Both BAPGX and FITHX are mutual funds. BAPGX has a lower 5-year return than FITHX (4.99% vs 7.59%). Below is the comparison between BAPGX and FITHX.

	BAPGX	FITHX
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	$1.02B
Expense Ratio	N/A	0.72%
Management Style	active	active
Dividend Yield	N/A	2.45%
Minimum Investment	$1,000.00	$2,500.00
YTD Return	-5.98%	-15.42%
1-Year Return	14.43%	-10.11%
3-Year Return	4.37%	8.08%
5-Year Return	4.99%	7.59%
10-Year Return	8.06%	9.18%

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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FITHX description

The Fund seeks high total return with a secondary objective of principal preservation, by investing in a combination of Fidelity equity, fixed-income, and money market/short-term funds using a moderate asset allocation strategy designed for investors expecting to retire around the year 2035.

FITHX performance & returns

YTD Return	-15.42%
1-Month Return	-7.74%
3-Month Return	-10.11%
1-Year Return	-10.11%
3-Year Return	8.08%
5-Year Return	7.59%
10-Year Return	9.18%

FITHX expense ratio is 0.72%.

FITHX holdings

Top 10 Holdings (71.85% of Total Assets)

Name	Symbol	% Assets
FidelityÂ® Series Emerging Markets Opps	FEMSX	12.80%
FidelityÂ® Series Investment Grade Bond	FSIGX	8.93%
FidelityÂ® Series Large Cap Stock	FGLGX	8.55%
FidelityÂ® Series International Growth	FIGSX	6.37%
FidelityÂ® Series Overseas	FSOSX	6.32%
FidelityÂ® Series International Value	FINVX	6.17%
FidelityÂ® Series Opportunistic Insights	FVWSX	5.85%
FidelityÂ® Series Value Discovery	FNKLX	5.73%
FidelityÂ® Series Stk Selec Lg Cp Val	FBLEX	5.61%
Fidelity AdvisorÂ® Series Equity Gr	FMFMX	5.52%

FITHX pros

The following are FITHX strengths from our perspective:

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

FITHX cons

The following are FITHX weaknesses from our perspective:

FITHX 3-year return is 8.08%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 13.04%.
FITHX 5-year return is 7.59%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 12.37%.
FITHX 10-year return is 9.18%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 13.88%.
FITHX 15-year return is 5.44%, which is lower than the 15-year return of the benchmark index (S&P 500 TR USD), 8.67%.
FITHX 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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