FITHX vs TLYIX

Both FITHX and TLYIX are mutual funds. FITHX has a higher 5-year return than TLYIX (11.77% vs 11.01%). FITHX has a higher expense ratio than TLYIX (0.72% vs 0.1%). Below is the comparison between FITHX and TLYIX.

FITHX TLYIX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2035 U.S. Balanced: Target-Date 2035
Family Fidelity Investments TIAA Investments
Net Assets $1.25B $5.41B
Expense Ratio 0.72% 0.10%
Management Style active active
Dividend Yield 2.13% 1.88%
Minimum Investment $2,500.00 $10,000,000.00
YTD Return -4.72% -4.93%
1-Year Return -4.54% -3.55%
3-Year Return 14.38% 13.37%
5-Year Return 11.77% 11.01%
10-Year Return 10.30% 10.40%

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 -4.72%
1-Month Return -2.87%
3-Month Return -4.54%
1-Year Return -4.54%
3-Year Return 14.38%
5-Year Return 11.77%
10-Year Return 10.30%
FITHX expense ratio is 0.72%.

FITHX holdings

Top 10 Holdings (71.85% of Total Assets)

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

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TLYIX 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 2035.

TLYIX performance & returns

YTD Return -4.93%
1-Month Return -3.39%
3-Month Return -3.55%
1-Year Return -3.55%
3-Year Return 13.37%
5-Year Return 11.01%
10-Year Return 10.40%
TLYIX expense ratio is 0.1%.

TLYIX holdings

Top 10 Holdings (100.01% of Total Assets)

Name Symbol % Assets
TIAA-CREF Equity Index W TEQWX 51.46%
TIAA-CREF Bond Index W TBIWX 26.26%
TIAA-CREF International Eq Idx W TCIWX 14.72%
TIAA-CREF Emerging Markets Eq Idx W TENWX 7.31%
TIAA-CREF Inflation Link Bd W TIIWX 0.13%
TIAA-CREF Short-Term Bond Index W TTBWX 0.13%

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