Fund comparison · from official SEC filings

AACTX vs AAETX: how much do they overlap?

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

American Funds 2020 Target Date Retirement Income Fund and American Funds 2030 Target Date Retirement Fund

Fund A

Fund B

Holdings overlap

81%

of assets, by weight

Shared positions

of 21 / 25 holdings

AACTX expense ratio

0.61%

net, per year

AAETX expense ratio

0.66%

net, per year

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

Shared holdings

Company

AACTX

AAETX

RIDGXAMER FNDS INC OF AMER-R6

12.36%

5.57%

RBFGXTHE BND FND OF AMERICA-R6

8.59%

7.59%

RLBGXAMERICAN BALANCED FUND-R6

7.70%

8.05%

RILFXAMERICAN FNDS INFL LNK-R6

7.30%

5.90%

RBOGXAM FND INTM BND FD AM-R6

6.86%

5.27%

RMFGXAMER FNDS MUTUAL FND-R6

6.07%

6.76%

RWIGXAF CAP WLRD GR & INC-R6

5.02%

6.74%

RIRGXAMER FNDS CAP INC BLDR-R6

6.38%

4.33%

RMAGXAMERICAN FNDS MORTGAGE-R6

5.96%

5.27%

RWMGXAMER FND WASH MUT INV-R6

4.74%

5.04%

RGVGXAMER FNDS US GOVT SECS-R6

3.48%

4.97%

RAFGXAMCAP FUND-R6

0.53%

4.71%

RGBGXAMER FNDS GLBL BLNCD-R6

4.00%

4.70%

RMDUXAMER FND MULTI-SEC INC-R6

3.98%

3.12%

RANGXAMERICAN FNDS STRA BND-R6

3.28%

2.44%

RITGXAMER FNDS HI-INC TRST-R6

3.14%

1.06%

RGLGXAMER FND GLBL INSGHT-R6

1.40%

3.02%

RFNGXAMER FND FNDMNTL INVST-R6

2.71%

3.02%

RICGXAMER FND INV CO OF AM-R6

3.01%

RCWGXAFIS CAP WRLD BND-R6

2.00%

Only in AACTX

RMMGXAMER FNDS SHRT TRM BND-R6

1.49%

Only in AAETX

RGAGXAMER FND GRW FD OF AM-R6

2.77%

RIGGXAMER FND INTL GR & INC-R6

1.71%

RLLGXAMER FND SMALLCAP WRLD-R6

1.40%

RNPGXAMER FNDS NEW PERSPECT-R6

1.40%

REGGXAMER FNDS EM MKT BND-R6

0.16%

Hold AACTX and AAETX together? See your combined true holdings, overlap, and blended fees — free, no signup.

Unwrap your portfolio →

Other comparisons you might like

AACTX vs AADTXAmerican Funds 2025 Target Date Retirement Income Fund

93% overlap

AACTX vs AABTXAmerican Funds 2015 Target Date Retirement Income Fund

88% overlap

AAETX vs AAFTXAmerican Funds 2035 Target Date Retirement Fund

88% overlap

AAETX vs AADTXAmerican Funds 2025 Target Date Retirement Income Fund

88% overlap

AACTX vs AAATXAmerican Funds 2010 Target Date Retirement Income Fund

76% overlap

AAETX vs AAGTXAmerican Funds 2040 Target Date Retirement Fund

73% 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.