FFTWX vs FQIFX

Both FFTWX and FQIFX are mutual funds. FFTWX has a lower 5-year return than FQIFX (8.04% vs 8.09%). FFTWX has a higher expense ratio than FQIFX (0.65% vs 0.12%). Below is the comparison between FFTWX and FQIFX.

FFTWX FQIFX
Segment U.S. Balanced: Target-Date 2025 N/A
Issuer Fidelity Investments Fidelity Investments
Net Assets $11.5B $4.39B
Expense Ratio 0.65% 0.12%
Management Style active passive
Dividend Yield 1.66% 1.79%
Minimum Investment $2,500.00 N/A
YTD Return 5.26% 5.50%
1-Year Return 11.16% 10.40%
3-Year Return 6.70% 7.37%
5-Year Return 8.04% 8.09%
10-Year Return 7.88% 7.65%

FFTWX 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 2025.

FFTWX performance & returns

YTD Return 5.26%
1-Month Return 1.10%
3-Month Return 4.48%
1-Year Return 11.16%
3-Year Return 6.70%
5-Year Return 8.04%
10-Year Return 7.88%
FFTWX expense ratio is 0.65%.

FFTWX holdings

Top 10 Holdings (69.85% of Total Assets)

Name Symbol % Assets
Fidelity® Series Investment Grade Bond FSIGX 22.48%
Fidelity® Series Emerging Markets Opps FEMSX 9.01%
Fidelity® Series Infl-Prtct Bd Idx FSIPX 6.04%
Fidelity® Series Intrinsic Opps FDMLX 5.12%
Fidelity® Series Growth Company FCGSX 5.01%
Fidelity® Series International Growth FIGSX 4.94%
Fidelity® Series Overseas FSOSX 4.85%
Fidelity® Series International Value FINVX 4.68%
Fidelity® Series Large Cap Stock FGLGX 4.42%
Fidelity® Series Stk Selec Lg Cp Val FBLEX 3.30%

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FQIFX description

The Fund seeks high total return until its target retirement data. The fund invests in a combination of underlying Fidelity funds, each of which (excluding the money market fund) seeks to provide investment results that correspond to the total return of a specific index or market segment.

FQIFX performance & returns

YTD Return 5.50%
1-Month Return 1.11%
3-Month Return 3.23%
1-Year Return 10.40%
3-Year Return 7.37%
5-Year Return 8.09%
10-Year Return 7.65%
FQIFX expense ratio is 0.12%.

FQIFX holdings

Top 10 Holdings (100.00% of Total Assets)

Name Symbol % Assets
Fidelity® Series Total Market Index FCFMX 35.54%
Fidelity® Series Bond Index FIFZX 29.50%
Fidelity® Series Global ex US Index FSGEX 23.38%
Fidelity® Series Treasury Bill Index FHQFX 4.44%
Fidelity® Series Infl-Prtct Bd Idx FSIPX 4.14%
Fidelity® Series Long-Term Trs Bd Idx FTLTX 3.00%
Fidelity Revere Str Tr N/A 0%

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