Fund comparison · from official SEC filings

AACTX vs AAFTX: how much do they overlap?

American Funds 2020 Target Date Retirement Income Fund and American Funds 2035 Target Date Retirement Fund
Holdings overlap
69%
of assets, by weight
Shared positions
19
of 21 / 24 holdings
AACTX expense ratio
0.61%
net, per year
AAFTX expense ratio
0.67%
net, per year
AACTX and AAFTX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
AACTX
AAFTX
R
RIDGXAMER FNDS INC OF AMER-R6
12.36%
4.18%
R
RBFGXTHE BND FND OF AMERICA-R6
8.59%
2.74%
R
RLBGXAMERICAN BALANCED FUND-R6
7.70%
8.03%
R
RILFXAMERICAN FNDS INFL LNK-R6
7.30%
4.43%
R
RMFGXAMER FNDS MUTUAL FND-R6
6.07%
7.08%
R
RWIGXAF CAP WLRD GR & INC-R6
5.02%
7.03%
R
RBOGXAM FND INTM BND FD AM-R6
6.86%
3.58%
R
RIRGXAMER FNDS CAP INC BLDR-R6
6.38%
4.03%
R
RMAGXAMERICAN FNDS MORTGAGE-R6
5.96%
4.97%
R
RAFGXAMCAP FUND-R6
0.53%
5.80%
R
RFNGXAMER FND FNDMNTL INVST-R6
2.71%
5.12%
R
RWMGXAMER FND WASH MUT INV-R6
4.74%
5.03%
R
RGBGXAMER FNDS GLBL BLNCD-R6
4.00%
4.99%
R
RGVGXAMER FNDS US GOVT SECS-R6
3.48%
4.96%
R
RMDUXAMER FND MULTI-SEC INC-R6
3.98%
2.64%
R
RGLGXAMER FND GLBL INSGHT-R6
1.40%
3.72%
R
RICGXAMER FND INV CO OF AM-R6
3.01%
3.71%
R
RANGXAMERICAN FNDS STRA BND-R6
3.28%
2.14%
R
RCWGXAFIS CAP WRLD BND-R6
2.00%
1.99%
Only in AACTX
R
RITGXAMER FNDS HI-INC TRST-R6
3.14%
R
RMMGXAMER FNDS SHRT TRM BND-R6
1.49%
Only in AAFTX
R
RGAGXAMER FND GRW FD OF AM-R6
5.38%
R
RLLGXAMER FND SMALLCAP WRLD-R6
3.41%
R
RNPGXAMER FNDS NEW PERSPECT-R6
2.69%
R
RIGGXAMER FND INTL GR & INC-R6
2.01%
R
REGGXAMER FNDS EM MKT BND-R6
0.34%
Hold AACTX and AAFTX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →
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.