BAPKX vs FIPFX

Both BAPKX and FIPFX are mutual funds. BAPKX has a lower 5-year return than FIPFX (4.42% vs 8.04%). Below is the comparison between BAPKX and FIPFX.

BAPKX FIPFX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2050 U.S. Balanced: Target-Date 2050
Family BlackRock Fidelity Investments
Net Assets N/A $1.10B
Expense Ratio N/A 0.12%
Management Style active active
Dividend Yield N/A 1.75%
Minimum Investment $1,000.00 $2,500.00
YTD Return -8.53% -16.50%
1-Year Return 17.34% -10.66%
3-Year Return 3.53% 8.35%
5-Year Return 4.42% 8.04%
10-Year Return 8.22% 9.29%

BAPKX

BAPKX description

null

BAPKX performance & returns

YTD Return -8.53%
1-Month Return 2.58%
3-Month Return 17.34%
1-Year Return 17.34%
3-Year Return 3.53%
5-Year Return 4.42%
10-Year Return 8.22%
BAPKX expense ratio is N/A.

BAPKX holdings

Top 10 Holdings (87.88% of Total Assets)

Name Symbol % Assets
iShares Edge MSCI USA Momentum Fctr ETF MTUM 17.83%
iShares Edge MSCI USA Value Factor ETF VLUE 11.55%
iShares Core MSCI Emerging Markets ETF IEMG 9.28%
iShares Edge MSCI Min Vol USA ETF USMV 9.28%
iShares Edge MSCI USA Quality Factor ETF QUAL 8.90%
iShares Edge MSCI Intl Momentum Fctr ETF IMTM 8.27%
iShares Edge MSCI Intl Quality Fctr ETF IQLT 7.62%
iShares Edge MSCI Intl Value Factor ETF IVLU 5.36%
iShares Edge MSCI Min Vol EAFE ETF EFAV 5.07%
iShares Edge MSCI USA Size Factor ETF SIZE 4.72%

BAPKX pros

None that we could think of.

BAPKX cons

The following are BAPKX weaknesses from our perspective:

  • BAPKX 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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FIPFX

FIPFX description

The Fund seeks high total return until its target retirement data. The fund invests in a combination of underlying Fidelity funds, each of which (excluding the money market fund) seeks to provide investment results that correspond to the total return of a specific index or market segment.

FIPFX performance & returns

YTD Return -16.50%
1-Month Return -9.44%
3-Month Return -10.66%
1-Year Return -10.66%
3-Year Return 8.35%
5-Year Return 8.04%
10-Year Return 9.29%
FIPFX expense ratio is 0.12%.

FIPFX holdings

Top 10 Holdings (100.00% of Total Assets)

Name Symbol % Assets
Fidelity® Series Total Market Index FCFMX 53.47%
Fidelity® Series Global ex US Index FSGEX 36.29%
Fidelity® Series Bond Index FIFZX 7.16%
Fidelity® Series Long-Term Trs Bd Idx FTLTX 3.08%
Fidelity Revere Str Tr N/A 0%

FIPFX pros

The following are FIPFX strengths from our perspective:

  • FIPFX expense ratio is 0.12%, which is considered low. Nice job picking a low-cost fund.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

FIPFX cons

The following are FIPFX weaknesses from our perspective:

  • FIPFX 3-year return is 8.35%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 13.04%.
  • FIPFX 5-year return is 8.04%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 12.37%.
  • FIPFX 10-year return is 9.29%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 13.88%.

Other relevant FIPFX comparisons

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