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Fund comparison · from official SEC filings

AABTX vs AAETX: how much do they overlap?

American Funds 2015 Target Date Retirement Income Fund and American Funds 2030 Target Date Retirement Fund
Holdings overlap
71%
of assets, by weight
Shared positions
17
of 18 / 25 holdings
AABTX expense ratio
0.61%
net, per year
AAETX expense ratio
0.66%
net, per year
AABTX and AAETX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
AABTX
AAETX
R
RIDGXAMER FNDS INC OF AMER-R6
14.57%
5.57%
R
RBOGXAM FND INTM BND FD AM-R6
9.71%
5.27%
R
RBFGXTHE BND FND OF AMERICA-R6
9.59%
7.59%
R
RLBGXAMERICAN BALANCED FUND-R6
7.04%
8.05%
R
RILFXAMERICAN FNDS INFL LNK-R6
7.01%
5.90%
R
RMFGXAMER FNDS MUTUAL FND-R6
5.77%
6.76%
R
RWIGXAF CAP WLRD GR & INC-R6
4.42%
6.74%
R
RIRGXAMER FNDS CAP INC BLDR-R6
6.50%
4.33%
R
RMAGXAMERICAN FNDS MORTGAGE-R6
6.26%
5.27%
R
RWMGXAMER FND WASH MUT INV-R6
4.03%
5.04%
R
RGBGXAMER FNDS GLBL BLNCD-R6
3.38%
4.70%
R
RANGXAMERICAN FNDS STRA BND-R6
3.97%
2.44%
R
RMDUXAMER FND MULTI-SEC INC-R6
3.68%
3.12%
R
RFNGXAMER FND FNDMNTL INVST-R6
1.70%
3.02%
R
RICGXAMER FND INV CO OF AM-R6
3.01%
3.01%
R
RITGXAMER FNDS HI-INC TRST-R6
2.09%
1.06%
R
RCWGXAFIS CAP WRLD BND-R6
1.40%
2.00%
Only in AABTX
R
RMMGXAMER FNDS SHRT TRM BND-R6
5.87%
Only in AAETX
R
RGVGXAMER FNDS US GOVT SECS-R6
4.97%
R
RAFGXAMCAP FUND-R6
4.71%
R
RGLGXAMER FND GLBL INSGHT-R6
3.02%
R
RGAGXAMER FND GRW FD OF AM-R6
2.77%
R
RIGGXAMER FND INTL GR & INC-R6
1.71%
R
RLLGXAMER FND SMALLCAP WRLD-R6
1.40%
R
RNPGXAMER FNDS NEW PERSPECT-R6
1.40%
R
REGGXAMER FNDS EM MKT BND-R6
0.16%
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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.