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PBZAX vs FFFDX

Both FFFDX and PBZAX are mutual funds. FFFDX has a higher 5-year return than PBZAX (10.29% vs 5.56%). Below is the comparison between FFFDX and PBZAX.

FFFDX PBZAX
Security Type ETF ETF
Segment U.S. Balanced: Target-Date 2020 U.S. Balanced: Target-Date 2020
Family Fidelity Investments PIMCO
Net Assets $13.29B N/A
Expense Ratio 0.60% N/A
Management Style active active
Dividend Yield 1.13% N/A
Minimum Investment $2,500.00 $1,000.00
YTD Return 3.79% 16.51%
1-Year Return 2.18% 3.59%
3-Year Return 9.97% 7.79%
5-Year Return 10.29% 5.56%
10-Year Return 7.44% N/A

FFFDX description

The Fund seeks high total return. Invests in a mix of Fidelity equity, fixed-income and money market funds using a moderate asset allocation strategy designed for investors expecting to retire around the year 2020.

FFFDX performance & returns

YTD Return 3.79%
1-Month Return 2.06%
3-Month Return 2.18%
1-Year Return 2.18%
3-Year Return 9.97%
5-Year Return 10.29%
10-Year Return 7.44%
FFFDX expense ratio is 0.6%.

FFFDX holdings

Top 10 Holdings (73.59% of Total Assets)

Name Symbol % Assets
Fidelity® Series Investment Grade Bond FSIGX 26.25%
Fidelity® Series Emerging Markets Opps FEMSX 9.65%
Fidelity® Series Infl-Prtct Bd Idx FSIPX 7.15%
Fidelity® Series Government Money Mkt FGNXX 6.26%
Fidelity® Series Intrinsic Opps FDMLX 4.43%
Fidelity® Series Growth Company FCGSX 4.23%
Fidelity® Series International Growth FIGSX 3.99%
Fidelity® Series Overseas FSOSX 3.96%
Fidelity® Series International Value FINVX 3.88%
Fidelity® Series Large Cap Stock FGLGX 3.79%

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PBZAX description

PBZAX performance & returns

YTD Return 16.51%
1-Month Return 1.51%
3-Month Return 3.59%
1-Year Return 3.59%
3-Year Return 7.79%
5-Year Return 5.56%
10-Year Return N/A
PBZAX expense ratio is N/A.

PBZAX holdings

Top 10 Holdings (91.64% of Total Assets)

Name Symbol % Assets
Vanguard Institutional Index I VINIX 22.18%
PIMCO Income Instl PIMIX 16.13%
PIMCO Long-Term Real Return Instl PRAIX 10.62%
PIMCO Total Return Instl PTTRX 8.67%
Vanguard Developed Markets Index Admiral VTMGX 8.64%
Vanguard Emerging Mkts Stock Idx Adm VEMAX 7.65%
PIMCO Long-Term US Government Instl PGOVX 7.22%
PIMCO High Yield Instl PHIYX 5.78%
PIMCO Real Return Instl PRRIX 2.58%
PIMCO International Bond (USD-Hdg) Instl PFORX 2.17%

Other relevant PBZAX comparisons

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