Fund comparison · from official SEC filings

AADTX vs AAFTX: how much do they overlap?

Name: AADTX vs AAFTX holdings overlap
Creator: Unwrap.Fund

American Funds 2025 Target Date Retirement Income Fund and American Funds 2035 Target Date Retirement Fund

Fund A

Fund B

Holdings overlap

76%

of assets, by weight

Shared positions

of 21 / 24 holdings

AADTX expense ratio

0.63%

net, per year

AAFTX expense ratio

0.67%

net, per year

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

Shared holdings

Company

AADTX

AAFTX

RIDGXAMER FNDS INC OF AMER-R6

9.40%

4.18%

RBFGXTHE BND FND OF AMERICA-R6

8.29%

2.74%

RLBGXAMERICAN BALANCED FUND-R6

8.05%

8.03%

RILFXAMERICAN FNDS INFL LNK-R6

7.30%

4.43%

RMFGXAMER FNDS MUTUAL FND-R6

6.07%

7.08%

RWIGXAF CAP WLRD GR & INC-R6

5.69%

7.03%

RBOGXAM FND INTM BND FD AM-R6

5.97%

3.58%

RMAGXAMERICAN FNDS MORTGAGE-R6

5.97%

4.97%

RAFGXAMCAP FUND-R6

2.03%

5.80%

RIRGXAMER FNDS CAP INC BLDR-R6

5.50%

4.03%

RFNGXAMER FND FNDMNTL INVST-R6

3.02%

5.12%

RWMGXAMER FND WASH MUT INV-R6

5.04%

5.03%

RGBGXAMER FNDS GLBL BLNCD-R6

4.00%

4.99%

RGVGXAMER FNDS US GOVT SECS-R6

4.97%

4.96%

RMDUXAMER FND MULTI-SEC INC-R6

3.98%

2.64%

RGLGXAMER FND GLBL INSGHT-R6

2.70%

3.72%

RICGXAMER FND INV CO OF AM-R6

3.02%

3.71%

RANGXAMERICAN FNDS STRA BND-R6

2.98%

2.14%

RIGGXAMER FND INTL GR & INC-R6

0.70%

2.01%

RCWGXAFIS CAP WRLD BND-R6

2.00%

1.99%

Only in AADTX

RITGXAMER FNDS HI-INC TRST-R6

3.32%

Only in AAFTX

RGAGXAMER FND GRW FD OF AM-R6

5.38%

RLLGXAMER FND SMALLCAP WRLD-R6

3.41%

RNPGXAMER FNDS NEW PERSPECT-R6

2.69%

REGGXAMER FNDS EM MKT BND-R6

0.34%

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

Unwrap your portfolio →

Other comparisons you might like

AADTX vs AACTXAmerican Funds 2020 Target Date Retirement Income Fund

93% overlap

AAFTX vs AAETXAmerican Funds 2030 Target Date Retirement Fund

88% overlap

AADTX vs AAETXAmerican Funds 2030 Target Date Retirement Fund

88% overlap

AAFTX vs AAGTXAmerican Funds 2040 Target Date Retirement Fund

84% overlap

AADTX vs AABTXAmerican Funds 2015 Target Date Retirement Income Fund

82% overlap

AAFTX vs AAHTXAmerican Funds 2045 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.