Fund comparison · from official SEC filings

AABTX vs FCFWX: how much do they overlap?

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

American Funds 2015 Target Date Retirement Income Fund and American Funds Retirement Income Portfolio - Enhanced

Fund A

Fund B

Holdings overlap

51%

of assets, by weight

Shared positions

of 18 / 10 holdings

AABTX expense ratio

0.61%

net, per year

FCFWX expense ratio

0.67%

net, per year

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

Shared holdings

Company

AABTX

FCFWX

RLBGXAMERICAN BALANCED FUND-R6

7.04%

20.22%

RIDGXAMER FNDS INC OF AMER-R6

14.57%

19.89%

RIRGXAMER FNDS CAP INC BLDR-R6

6.50%

17.92%

RWIGXAF CAP WLRD GR & INC-R6

4.42%

10.34%

RBFGXTHE BND FND OF AMERICA-R6

9.59%

4.83%

RMDUXAMER FND MULTI-SEC INC-R6

3.68%

6.80%

RMFGXAMER FNDS MUTUAL FND-R6

5.77%

4.99%

RGBGXAMER FNDS GLBL BLNCD-R6

3.38%

4.93%

RITGXAMER FNDS HI-INC TRST-R6

2.09%

4.83%

Only in AABTX

RBOGXAM FND INTM BND FD AM-R6

9.71%

RILFXAMERICAN FNDS INFL LNK-R6

7.01%

RMAGXAMERICAN FNDS MORTGAGE-R6

6.26%

RMMGXAMER FNDS SHRT TRM BND-R6

5.87%

RWMGXAMER FND WASH MUT INV-R6

4.03%

RANGXAMERICAN FNDS STRA BND-R6

3.97%

RICGXAMER FND INV CO OF AM-R6

3.01%

RFNGXAMER FND FNDMNTL INVST-R6

1.70%

RCWGXAFIS CAP WRLD BND-R6

1.40%

Only in FCFWX

RAFGXAMCAP FUND-R6

5.25%

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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.