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PBZAX vs TCWIX
Both PBZAX and TCWIX are mutual funds. PBZAX has a lower 5-year return than TCWIX (5.56% vs 9.71%). Below is the comparison between PBZAX and TCWIX.
PBZAX | TCWIX | |
---|---|---|
Security Type | ETF | ETF |
Segment | U.S. Balanced: Target-Date 2020 | U.S. Balanced: Target-Date 2020 |
Family | PIMCO | TIAA Investments |
Net Assets | N/A | $2.67B |
Expense Ratio | N/A | 0.35% |
Management Style | active | active |
Dividend Yield | N/A | 2.91% |
Minimum Investment | $1,000.00 | $2,000,000.00 |
YTD Return | 16.51% | 3.36% |
1-Year Return | 3.59% | 2.41% |
3-Year Return | 7.79% | 9.34% |
5-Year Return | 5.56% | 9.71% |
10-Year Return | N/A | 7.94% |
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% |
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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% |
Other relevant TCWIX comparisons
You may also want to check out the following TCWIX comparisons that investors often look for on Finny
- TCWIX vs VTWNX
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- TCWIX vs FFFDX
- TCWIX vs TLWIX
- TCWIX vs AACTX
- TCWIX vs FDIFX
- TCWIX vs SWCRX
- TCWIX vs SWYLX
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Or use Finny Compare Wizard to create a comparison you’d like to see.
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