Fund comparison · from official SEC filings

AAFJX vs AALTX: how much do they overlap?

Name: AAFJX vs AALTX holdings overlap
Creator: Unwrap.Fund

American Funds 2070 Target Date Retirement Fund and American Funds 2050 Target Date Retirement Fund

Fund A

Fund B

Holdings overlap

89%

of assets, by weight

Shared positions

of 17 / 20 holdings

AAFJX expense ratio

0.77%

net, per year

AALTX expense ratio

0.69%

net, per year

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

Shared holdings

Company

AAFJX

AALTX

RLLGXAMER FND SMALLCAP WRLD-R6

10.11%

7.72%

RNPGXAMER FNDS NEW PERSPECT-R6

9.97%

8.36%

RFNGXAMER FND FNDMNTL INVST-R6

8.96%

8.01%

RWIGXAF CAP WLRD GR & INC-R6

8.35%

7.36%

RNWGXAMER FNDS NEW WORLD-R6

8.29%

6.31%

RWMGXAMER FND WASH MUT INV-R6

7.96%

7.73%

RGAGXAMER FND GRW FD OF AM-R6

7.32%

7.33%

RMFGXAMER FNDS MUTUAL FND-R6

5.81%

7.04%

RAFGXAMCAP FUND-R6

6.95%

6.92%

RICGXAMER FND INV CO OF AM-R6

6.95%

4.70%

RLBGXAMERICAN BALANCED FUND-R6

4.33%

5.97%

RNGGXAMER FNDS NEW ECONOMY-R6

5.36%

4.37%

RGVGXAMER FNDS US GOVT SECS-R6

4.61%

4.62%

RERGXEUPAC FUND-R-6

2.00%

RGBGXAMER FNDS GLBL BLNCD-R6

1.66%

1.99%

REGGXAMER FNDS EM MKT BND-R6

0.99%

RMDMXAMER FND US SM/MID CAP-R6

0.37%

0.34%

Only in AAFJX

Nothing exclusive.

Only in AALTX

RGLGXAMER FND GLBL INSGHT-R6

3.31%

RIDGXAMER FNDS INC OF AMER-R6

2.61%

RIRGXAMER FNDS CAP INC BLDR-R6

2.31%

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AALTX vs AANTXAmerican Funds 2060 Target Date Retirement Fund

89% 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.