Fund comparison · from official SEC filings

AABTX vs AACTX: how much do they overlap?

Name: AABTX vs AACTX holdings overlap
Creator: Unwrap.Fund

American Funds 2015 Target Date Retirement Income Fund and American Funds 2020 Target Date Retirement Income Fund

Fund A

Fund B

Holdings overlap

88%

of assets, by weight

Shared positions

of 18 / 21 holdings

AABTX expense ratio

0.61%

net, per year

AACTX expense ratio

0.61%

net, per year

AABTX and AACTX are largely redundant — holding both means most of your money tracks the same underlying companies.

Shared holdings

Company

AABTX

AACTX

RIDGXAMER FNDS INC OF AMER-R6

14.57%

12.36%

RBOGXAM FND INTM BND FD AM-R6

9.71%

6.86%

RBFGXTHE BND FND OF AMERICA-R6

9.59%

8.59%

RLBGXAMERICAN BALANCED FUND-R6

7.04%

7.70%

RILFXAMERICAN FNDS INFL LNK-R6

7.01%

7.30%

RIRGXAMER FNDS CAP INC BLDR-R6

6.50%

6.38%

RMAGXAMERICAN FNDS MORTGAGE-R6

6.26%

5.96%

RMFGXAMER FNDS MUTUAL FND-R6

5.77%

6.07%

RMMGXAMER FNDS SHRT TRM BND-R6

5.87%

1.49%

RWIGXAF CAP WLRD GR & INC-R6

4.42%

5.02%

RWMGXAMER FND WASH MUT INV-R6

4.03%

4.74%

RGBGXAMER FNDS GLBL BLNCD-R6

3.38%

4.00%

RMDUXAMER FND MULTI-SEC INC-R6

3.68%

3.98%

RANGXAMERICAN FNDS STRA BND-R6

3.97%

3.28%

RITGXAMER FNDS HI-INC TRST-R6

2.09%

3.14%

RICGXAMER FND INV CO OF AM-R6

3.01%

RFNGXAMER FND FNDMNTL INVST-R6

1.70%

2.71%

RCWGXAFIS CAP WRLD BND-R6

1.40%

2.00%

Only in AABTX

Nothing exclusive.

Only in AACTX

RGVGXAMER FNDS US GOVT SECS-R6

3.48%

RGLGXAMER FND GLBL INSGHT-R6

1.40%

RAFGXAMCAP FUND-R6

0.53%

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AABTX vs AADTXAmerican Funds 2025 Target Date Retirement Income Fund

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AACTX vs AAETXAmerican Funds 2030 Target Date Retirement Fund

81% overlap

AACTX vs AAATXAmerican Funds 2010 Target Date Retirement Income Fund

76% overlap

AABTX vs AAETXAmerican Funds 2030 Target Date Retirement Fund

71% 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.