CCETX vs TLHIX

Both CCETX and TLHIX are mutual funds. CCETX has a lower 5-year return than TLHIX (10.84% vs 11.67%). CCETX has a higher expense ratio than TLHIX (1.09% vs 0.1%). Below is the comparison between CCETX and TLHIX.

CCETX TLHIX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2030 U.S. Balanced: Target-Date 2030
Family American Funds TIAA Investments
Net Assets $261.00M $5.26B
Expense Ratio 1.09% 0.10%
Management Style active active
Dividend Yield 0.69% 1.59%
Minimum Investment $1,000.00 $10,000,000.00
YTD Return 10.32% 10.26%
1-Year Return 2.42% 1.67%
3-Year Return 12.72% 13.62%
5-Year Return 10.84% 11.67%
10-Year Return 10.32% 10.57%

CCETX description

The Fund seeks to provide for investors that plan to retire in 2030. Depending on its proximity to its target date, the Fund will seek to achieve the following: growth, income and conservation of capital. Each Fund will attempt to achieve its investment objectives by investing in a mix of American Funds.

CCETX performance & returns

YTD Return 10.32%
1-Month Return 1.56%
3-Month Return 2.42%
1-Year Return 2.42%
3-Year Return 12.72%
5-Year Return 10.84%
10-Year Return 10.32%
CCETX expense ratio is 1.09%.

CCETX holdings

Top 10 Holdings (60.15% of Total Assets)

Name Symbol % Assets
American Funds Washington Mutual R6 RWMGX 7.85%
American Funds Invmt Co of Amer R6 RICGX 7.17%
American Funds US Government Sec R6 RGVGX 6.56%
American Funds Fundamental Invs R6 RFNGX 6.13%
American Funds American Mutual R6 RMFGX 5.75%
American Funds American Balanced R6 RLBGX 5.64%
American Funds Global Balanced R6 RGBGX 5.61%
American Funds New Perspective R6 RNPGX 5.59%
American Funds Capital World Gr&Inc R6 RWIGX 5.12%
American Funds Capital World Bond R6 RCWGX 4.73%

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TLHIX description

The Fund seeks high total return over time through a combination of capital appreciation and income. The Fund is a fund of funds that invests in the other funds of the Trust. The Fund invests in funds according to an asset allocation strategy designed for investors retiring/planning to retire within a few years of 2030.

TLHIX performance & returns

YTD Return 10.26%
1-Month Return 1.22%
3-Month Return 1.67%
1-Year Return 1.67%
3-Year Return 13.62%
5-Year Return 11.67%
10-Year Return 10.57%
TLHIX expense ratio is 0.1%.

TLHIX holdings

Top 10 Holdings (100.00% of Total Assets)

Name Symbol % Assets
TIAA-CREF Equity Index W TEQWX 45.87%
TIAA-CREF Bond Index W TBIWX 30.23%
TIAA-CREF International Eq Idx W TCIWX 13.12%
TIAA-CREF Emerging Markets Eq Idx W TENWX 6.51%
TIAA-CREF Short-Term Bond Index W TTBWX 2.14%
TIAA-CREF Inflation Link Bd W TIIWX 2.13%

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