Fund comparison · from official SEC filings
AAATX vs FAFWX: how much do they overlap?
American Funds 2010 Target Date Retirement Income Fund and American Funds Retirement Income Portfolio - Conservative
vs
AAATX and FAFWX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
AAATX
FAFWX
R
RIDGXAMER FNDS INC OF AMER-R6
18.42%
15.11%
R
RIRGXAMER FNDS CAP INC BLDR-R6
7.04%
18.24%
R
RBFGXTHE BND FND OF AMERICA-R6
10.75%
14.77%
R
RBOGXAM FND INTM BND FD AM-R6
12.21%
4.90%
R
RANGXAMERICAN FNDS STRA BND-R6
4.11%
9.79%
R
RLBGXAMERICAN BALANCED FUND-R6
6.83%
8.20%
R
RMDUXAMER FND MULTI-SEC INC-R6
2.09%
7.89%
R
RMFGXAMER FNDS MUTUAL FND-R6
4.75%
7.22%
R
RILFXAMERICAN FNDS INFL LNK-R6
6.02%
4.94%
R
RGBGXAMER FNDS GLBL BLNCD-R6
1.39%
4.06%
Only in AAATX
R
RMMGXAMER FNDS SHRT TRM BND-R6
8.87%
R
RMAGXAMERICAN FNDS MORTGAGE-R6
7.56%
R
RWMGXAMER FND WASH MUT INV-R6
4.03%
R
RWIGXAF CAP WLRD GR & INC-R6
2.70%
R
RICGXAMER FND INV CO OF AM-R6
2.54%
R
RFNGXAMER FND FNDMNTL INVST-R6
0.70%
Only in FAFWX
R
RGVGXAMER FNDS US GOVT SECS-R6
4.89%
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Unwrap your portfolio →Other comparisons you might like
AAATX vs AABTXAmerican Funds 2015 Target Date Retirement Income Fund
88% overlap
FAFWX vs FBFWXAmerican Funds Retirement Income Portfolio - Moderate
77% overlap
AAATX vs AACTXAmerican Funds 2020 Target Date Retirement Income Fund
76% overlap
AAATX vs AADTXAmerican Funds 2025 Target Date Retirement Income Fund
69% overlap
FAFWX vs AACTXAmerican Funds 2020 Target Date Retirement Income Fund
66% overlap
FAFWX vs AABTXAmerican Funds 2015 Target Date Retirement Income Fund
64% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.