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URTNX vs TCWIX

Both TCWIX and URTNX are mutual funds. TCWIX has a higher 5-year return than URTNX (9.71% vs 5.15%). Below is the comparison between TCWIX and URTNX.

TCWIX URTNX
Security Type ETF ETF
Segment U.S. Balanced: Target-Date 2020 U.S. Balanced: Target-Date 2020
Family TIAA Investments Victory Capital
Net Assets $2.67B N/A
Expense Ratio 0.35% N/A
Management Style active active
Dividend Yield 2.91% N/A
Minimum Investment $2,000,000.00 $3,000.00
YTD Return 3.36% 6.15%
1-Year Return 2.41% 2.53%
3-Year Return 9.34% 5.32%
5-Year Return 9.71% 5.15%
10-Year Return 7.94% 5.39%

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%

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URTNX description

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URTNX performance & returns

YTD Return 6.15%
1-Month Return 1.94%
3-Month Return 2.53%
1-Year Return 2.53%
3-Year Return 5.32%
5-Year Return 5.15%
10-Year Return 5.39%
URTNX expense ratio is N/A.

URTNX holdings

Top 10 Holdings (83.53% of Total Assets)

Name Symbol % Assets
USAA Government Securities Institutional UIGSX 26.80%
USAA Short-Term Bond Institutional UISBX 15.19%
USAA Income Institutional UIINX 11.81%
USAA Global Managed Volatility Instl UGOFX 9.19%
USAA Target Managed Allocation UTMAX 5.51%
USAA High Income Institutional UIHIX 3.88%
Victory Market Neutral Income I CBHIX 3.76%
VictoryShares USAA Core Shrt-Trm Bd ETF USTB 2.82%
Victory RS International R6 RSIRX 2.41%
VictoryShares USAA MSCI Intl Vl Mntm ETF UIVM 2.16%

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