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PBZAX vs TLWIX

Both PBZAX and TLWIX are mutual funds. PBZAX has a lower 5-year return than TLWIX (5.56% vs 9.66%). Below is the comparison between PBZAX and TLWIX.

PBZAX TLWIX
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 $2.68B
Expense Ratio N/A 0.10%
Management Style active active
Dividend Yield N/A 1.77%
Minimum Investment $1,000.00 $10,000,000.00
YTD Return 16.51% 3.13%
1-Year Return 3.59% 2.10%
3-Year Return 7.79% 10.20%
5-Year Return 5.56% 9.66%
10-Year Return N/A 7.97%

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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TLWIX 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 2020.

TLWIX performance & returns

YTD Return 3.13%
1-Month Return 2.46%
3-Month Return 2.10%
1-Year Return 2.10%
3-Year Return 10.20%
5-Year Return 9.66%
10-Year Return 7.97%
TLWIX expense ratio is 0.1%.

TLWIX holdings

Top 10 Holdings (99.95% of Total Assets)

Name Symbol % Assets
TIAA-CREF Bond Index W TBIWX 38.00%
TIAA-CREF Equity Index W TEQWX 34.79%
TIAA-CREF International Eq Idx W TCIWX 9.95%
TIAA-CREF Short-Term Bond Index W TTBWX 6.15%
TIAA-CREF Inflation Link Bd W TIIWX 6.12%
TIAA-CREF Emerging Markets Eq Idx W TENWX 4.94%

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