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SWIRX vs FFTHX

Both FFTHX and SWIRX are mutual funds. FFTHX has a higher 5-year return than SWIRX (13.38% vs 11.37%). Below is the comparison between FFTHX and SWIRX.

FFTHX SWIRX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2035 U.S. Balanced: Target-Date 2035
Family Fidelity Investments Schwab Funds
Net Assets $12.20B $598.80M
Expense Ratio 0.72% 0.00%
Management Style active active
Dividend Yield 1.00% 1.32%
Minimum Investment $2,500.00 $1,000.00
YTD Return 10.28% 9.55%
1-Year Return 1.52% 1.93%
3-Year Return 12.85% 10.98%
5-Year Return 13.38% 11.37%
10-Year Return 10.04% 9.66%

FFTHX description

The Fund seeks high total return through investing in a combination of Fidelity equity, fixed-income, and money market funds (underlying Fidelity funds). It is targeted to investors expected to retire around the year 2035.

FFTHX performance & returns

YTD Return 10.28%
1-Month Return -0.63%
3-Month Return 1.52%
1-Year Return 1.52%
3-Year Return 12.85%
5-Year Return 13.38%
10-Year Return 10.04%
FFTHX expense ratio is 0.72%.

FFTHX holdings

Top 10 Holdings (70.52% of Total Assets)

Name Symbol % Assets
Fidelity® Series Emerging Markets Opps FEMSX 12.74%
Fidelity® Series Investment Grade Bond FSIGX 8.86%
Fidelity® Series Growth Company FCGSX 7.50%
Fidelity® Series Intrinsic Opps FDMLX 7.31%
Fidelity® Series International Growth FIGSX 6.35%
Fidelity® Series Overseas FSOSX 6.29%
Fidelity® Series Large Cap Stock FGLGX 6.24%
Fidelity® Series International Value FINVX 6.14%
Fidelity® Series Stk Selec Lg Cp Val FBLEX 5.12%
Fidelity® Series Opportunistic Insights FVWSX 3.97%

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SWIRX description

The Fund seeks to provide capital appreciation and income consistent with its current asset allocation. The Fund seeks to invest their assets directly in equity, fixed income, money market and other securities in accordance with their own investment objectives and policies.

SWIRX performance & returns

YTD Return 9.55%
1-Month Return 0.33%
3-Month Return 1.93%
1-Year Return 1.93%
3-Year Return 10.98%
5-Year Return 11.37%
10-Year Return 9.66%
SWIRX expense ratio is N/A.

SWIRX holdings

Top 10 Holdings (76.43% of Total Assets)

Name Symbol % Assets
Schwab® S&P 500 Index SWPPX 14.94%
Laudus International MarketMasters SWMIX 13.34%
Schwab Core Equity SWANX 10.75%
Schwab US Aggregate Bond Index SWAGX 8.40%
Schwab® International Core Equity SICNX 7.62%
Metropolitan West Total Return Bd I MWTIX 5.45%
Dodge & Cox Stock DODGX 4.76%
ClearBridge Large Cap Growth IS LSITX 3.76%
Schwab Small-Cap Equity SWSCX 3.72%
PIMCO International Bond (USD-Hdg) Instl PFORX 3.69%

Other relevant SWIRX comparisons

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