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SWIRX vs FITHX

Both FITHX and SWIRX are mutual funds. FITHX has a higher 5-year return than SWIRX (13.33% vs 11.37%). Below is the comparison between FITHX and SWIRX.

FITHX 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 $1.23B $598.80M
Expense Ratio 0.72% 0.00%
Management Style active active
Dividend Yield 0.86% 1.32%
Minimum Investment $2,500.00 $1,000.00
YTD Return 9.84% 9.55%
1-Year Return 1.52% 1.93%
3-Year Return 12.96% 10.98%
5-Year Return 13.33% 11.37%
10-Year Return 9.96% 9.66%

FITHX description

The Fund seeks high total return with a secondary objective of principal preservation, by investing in a combination of Fidelity equity, fixed-income, and money market/short-term funds using a moderate asset allocation strategy designed for investors expecting to retire around the year 2035.

FITHX performance & returns

YTD Return 9.84%
1-Month Return -0.55%
3-Month Return 1.52%
1-Year Return 1.52%
3-Year Return 12.96%
5-Year Return 13.33%
10-Year Return 9.96%
FITHX expense ratio is 0.72%.

FITHX holdings

Top 10 Holdings (71.85% of Total Assets)

Name Symbol % Assets
Fidelity® Series Emerging Markets Opps FEMSX 12.80%
Fidelity® Series Investment Grade Bond FSIGX 8.93%
Fidelity® Series Large Cap Stock FGLGX 8.55%
Fidelity® Series International Growth FIGSX 6.37%
Fidelity® Series Overseas FSOSX 6.32%
Fidelity® Series International Value FINVX 6.17%
Fidelity® Series Opportunistic Insights FVWSX 5.85%
Fidelity® Series Value Discovery FNKLX 5.73%
Fidelity® Series Stk Selec Lg Cp Val FBLEX 5.61%
Fidelity Advisor® Series Equity Gr FMFMX 5.52%

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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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