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Fund comparison · from official SEC filings

AAFJX vs AAMTX: how much do they overlap?

American Funds 2070 Target Date Retirement Fund and American Funds 2055 Target Date Retirement Fund
Holdings overlap
95%
of assets, by weight
Shared positions
17
of 17 / 20 holdings
AAFJX expense ratio
0.77%
net, per year
AAMTX expense ratio
0.70%
net, per year
AAFJX and AAMTX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
AAFJX
AAMTX
R
RLLGXAMER FND SMALLCAP WRLD-R6
10.11%
8.72%
R
RNPGXAMER FNDS NEW PERSPECT-R6
9.97%
8.96%
R
RFNGXAMER FND FNDMNTL INVST-R6
8.96%
8.72%
R
RWIGXAF CAP WLRD GR & INC-R6
8.35%
8.06%
R
RNWGXAMER FNDS NEW WORLD-R6
8.29%
7.70%
R
RWMGXAMER FND WASH MUT INV-R6
7.96%
8.03%
R
RGAGXAMER FND GRW FD OF AM-R6
7.32%
7.33%
R
RAFGXAMCAP FUND-R6
6.95%
6.93%
R
RICGXAMER FND INV CO OF AM-R6
6.95%
5.71%
R
RMFGXAMER FNDS MUTUAL FND-R6
5.81%
6.51%
R
RNGGXAMER FNDS NEW ECONOMY-R6
5.36%
5.07%
R
RLBGXAMERICAN BALANCED FUND-R6
4.33%
4.81%
R
RGVGXAMER FNDS US GOVT SECS-R6
4.61%
4.62%
R
RERGXEUPAC FUND-R-6
2.00%
2.00%
R
RGBGXAMER FNDS GLBL BLNCD-R6
1.66%
1.99%
R
REGGXAMER FNDS EM MKT BND-R6
0.99%
0.99%
R
RMDMXAMER FND US SM/MID CAP-R6
0.37%
0.34%
Only in AAFJX
Nothing exclusive.
Only in AAMTX
R
RGLGXAMER FND GLBL INSGHT-R6
2.31%
R
RIRGXAMER FNDS CAP INC BLDR-R6
0.60%
R
RIDGXAMER FNDS INC OF AMER-R6
0.60%
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AAMTX vs AAOTXAmerican Funds 2065 Target Date Retirement Fund
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AAMTX vs AALTXAmerican Funds 2050 Target Date Retirement Fund
94% overlap
AAFJX vs AALTXAmerican Funds 2050 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.