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Fund comparison · from official SEC filings

AACTX vs FBFWX: how much do they overlap?

American Funds 2020 Target Date Retirement Income Fund and American Funds Retirement Income Portfolio - Moderate
Holdings overlap
59%
of assets, by weight
Shared positions
10
of 21 / 10 holdings
AACTX expense ratio
0.61%
net, per year
FBFWX expense ratio
0.65%
net, per year
AACTX and FBFWX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
AACTX
FBFWX
R
RIDGXAMER FNDS INC OF AMER-R6
12.36%
19.94%
R
RIRGXAMER FNDS CAP INC BLDR-R6
6.38%
18.09%
R
RLBGXAMERICAN BALANCED FUND-R6
7.70%
15.35%
R
RMDUXAMER FND MULTI-SEC INC-R6
3.98%
8.82%
R
RBFGXTHE BND FND OF AMERICA-R6
8.59%
7.82%
R
RWIGXAF CAP WLRD GR & INC-R6
5.02%
7.27%
R
RGVGXAMER FNDS US GOVT SECS-R6
3.48%
6.83%
R
RMFGXAMER FNDS MUTUAL FND-R6
6.07%
5.04%
R
RANGXAMERICAN FNDS STRA BND-R6
3.28%
5.84%
R
RGBGXAMER FNDS GLBL BLNCD-R6
4.00%
5.00%
Only in AACTX
R
RILFXAMERICAN FNDS INFL LNK-R6
7.30%
R
RBOGXAM FND INTM BND FD AM-R6
6.86%
R
RMAGXAMERICAN FNDS MORTGAGE-R6
5.96%
R
RWMGXAMER FND WASH MUT INV-R6
4.74%
R
RITGXAMER FNDS HI-INC TRST-R6
3.14%
R
RICGXAMER FND INV CO OF AM-R6
3.01%
R
RFNGXAMER FND FNDMNTL INVST-R6
2.71%
R
RCWGXAFIS CAP WRLD BND-R6
2.00%
R
RMMGXAMER FNDS SHRT TRM BND-R6
1.49%
R
RGLGXAMER FND GLBL INSGHT-R6
1.40%
R
RAFGXAMCAP FUND-R6
0.53%
Only in FBFWX
Nothing exclusive.
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AACTX vs AADTXAmerican Funds 2025 Target Date Retirement Income Fund
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AACTX vs AABTXAmerican Funds 2015 Target Date Retirement Income Fund
88% overlap
FBFWX vs FCFWXAmerican Funds Retirement Income Portfolio - Enhanced
82% overlap
AACTX vs AAETXAmerican Funds 2030 Target Date Retirement Fund
81% overlap
FBFWX vs FAFWXAmerican Funds Retirement Income Portfolio - Conservative
77% overlap
AACTX vs AAATXAmerican Funds 2010 Target Date Retirement Income Fund
76% 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.