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VTWNX vs TLWIX

Both TLWIX and VTWNX are mutual funds. TLWIX has a higher 5-year return than VTWNX (9.37% vs 9.03%). Below is the comparison between TLWIX and VTWNX.

TLWIX VTWNX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2020 U.S. Balanced: Target-Date 2020
Family TIAA Investments Vanguard
Net Assets $2.78B $28.04B
Expense Ratio 0.10% 0.00%
Management Style active active
Dividend Yield 1.70% 1.53%
Minimum Investment $10,000,000.00 $1,000.00
YTD Return 5.86% 5.66%
1-Year Return 1.70% 1.74%
3-Year Return 10.24% 9.61%
5-Year Return 9.37% 9.03%
10-Year Return 8.20% 8.05%

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 5.86%
1-Month Return 0.82%
3-Month Return 1.70%
1-Year Return 1.70%
3-Year Return 10.24%
5-Year Return 9.37%
10-Year Return 8.20%
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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VTWNX description

The Fund seeks to provide capital appreciation and current income consistent with its current asset allocation.

VTWNX performance & returns

YTD Return 5.66%
1-Month Return 0.64%
3-Month Return 1.74%
1-Year Return 1.74%
3-Year Return 9.61%
5-Year Return 9.03%
10-Year Return 8.05%
VTWNX expense ratio is N/A.

VTWNX holdings

Top 10 Holdings (100.00% of Total Assets)

Name Symbol % Assets
Vanguard Total Bond Market II Idx Inv VTBIX 29.50%
Vanguard Total Stock Mkt Idx Inv VTSMX 28.64%
Vanguard Total Intl Stock Index Inv VGTSX 19.73%
Vanguard Total Intl Bd Idx Investor VTIBX 12.74%
Vanguard Shrt-Term Infl-Prot Sec Idx Inv VTIPX 8.37%
Cmt Market Liquidity Rate N/A 1.02%

Other relevant VTWNX comparisons

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