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FLRMX vs TCWIX

Both FLRMX and TCWIX are mutual funds. FLRMX has a lower 5-year return than TCWIX (7.46% vs 9.71%). FLRMX has a higher expense ratio than TCWIX (0.47% vs 0.35%). Below is the comparison between FLRMX and TCWIX.

FLRMX TCWIX
Security Type ETF ETF
Segment U.S. Balanced: Target-Date 2020 U.S. Balanced: Target-Date 2020
Family Franklin Templeton Investments TIAA Investments
Net Assets $31.40M $2.67B
Expense Ratio 0.47% 0.35%
Management Style active active
Dividend Yield 1.50% 2.91%
Minimum Investment $3,000.00 $2,000,000.00
YTD Return 3.24% 3.36%
1-Year Return 2.29% 2.41%
3-Year Return 7.15% 9.34%
5-Year Return 7.46% 9.71%
10-Year Return N/A 7.94%

FLRMX description

The Fund seeks highest level of long-term total return consistent with its asset allocation. The Fund employs an asset allocation strategy designed for investors who are expecting to retire and who are likely to stop making new investments in the Fund around the specific target year 2020, as indicated in the Funds name.

FLRMX performance & returns

YTD Return 3.24%
1-Month Return 3.08%
3-Month Return 2.29%
1-Year Return 2.29%
3-Year Return 7.15%
5-Year Return 7.46%
10-Year Return N/A
FLRMX expense ratio is 0.47%.

FLRMX holdings

Top 10 Holdings (74.42% of Total Assets)

Name Symbol % Assets
Franklin Liberty US Core Bond ETF FLCB 22.20%
Franklin Growth R6 FIFRX 10.76%
Franklin U.S. Core Equity Advisor FCEUX 9.75%
Franklin LibertyQ US Equity ETF FLQL 5.96%
Franklin Rising Dividends R6 FRISX 5.27%
Franklin International Core Equity Adv FCENX 4.73%
Franklin Liberty US Treasury Bond ETF FLGV 4.52%
Franklin Low Duration Total Return R6 FLRRX 4.00%
Franklin Liberty Intl Aggt Bd ETF FLIA 3.63%
Franklin Liberty Short Dur US Govt ETF FTSD 3.60%

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TCWIX description

The Fund seeks high total return over time through a combination of capital appreciation and income by investing in Underlying Funds according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2020.

TCWIX performance & returns

YTD Return 3.36%
1-Month Return 2.50%
3-Month Return 2.41%
1-Year Return 2.41%
3-Year Return 9.34%
5-Year Return 9.71%
10-Year Return 7.94%
TCWIX expense ratio is 0.35%.

TCWIX holdings

Top 10 Holdings (72.11% of Total Assets)

Name Symbol % Assets
TIAA-CREF Core Bond W TBBWX 19.58%
TIAA-CREF Core Plus Bond W TCBWX 12.42%
TIAA-CREF Short-Term Bond W TCTWX 6.17%
TIAA-CREF Inflation Link Bd W TIIWX 6.16%
TIAA-CREF Large-Cap Growth W TILWX 5.69%
TIAA-CREF Growth & Income W TGIWX 5.65%
TIAA-CREF Large-Cap Value W TRLWX 5.24%
Tiaa Cref Real Property Fnd Lp N/A 4.16%
Nuveen Dividend Value R6 FFEFX 3.61%
TIAA-CREF International Eq W TIEWX 3.43%

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