Fund comparison · from official SEC filings
AAFJX vs AAOTX: how much do they overlap?
American Funds 2070 Target Date Retirement Fund and American Funds 2065 Target Date Retirement Fund
vs
AAFJX and AAOTX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
AAFJX
AAOTX
R
RLLGXAMER FND SMALLCAP WRLD-R6
10.11%
10.09%
R
RNPGXAMER FNDS NEW PERSPECT-R6
9.97%
9.95%
R
RFNGXAMER FND FNDMNTL INVST-R6
8.96%
9.00%
R
RWIGXAF CAP WLRD GR & INC-R6
8.35%
8.35%
R
RNWGXAMER FNDS NEW WORLD-R6
8.29%
8.28%
R
RWMGXAMER FND WASH MUT INV-R6
7.96%
8.03%
R
RGAGXAMER FND GRW FD OF AM-R6
7.32%
7.32%
R
RICGXAMER FND INV CO OF AM-R6
6.95%
7.00%
R
RAFGXAMCAP FUND-R6
6.95%
6.94%
R
RMFGXAMER FNDS MUTUAL FND-R6
5.81%
5.74%
R
RNGGXAMER FNDS NEW ECONOMY-R6
5.36%
5.36%
R
RGVGXAMER FNDS US GOVT SECS-R6
4.61%
4.61%
R
RLBGXAMERICAN BALANCED FUND-R6
4.33%
4.34%
R
RERGXEUPAC FUND-R-6
2.00%
2.00%
R
RGBGXAMER FNDS GLBL BLNCD-R6
1.66%
1.65%
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 AAOTX
Nothing exclusive.
Hold AAFJX and AAOTX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
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99% overlap
AAFJX vs AANTXAmerican Funds 2060 Target Date Retirement Fund
99% overlap
AAFJX vs AAMTXAmerican Funds 2055 Target Date Retirement Fund
95% overlap
AAOTX vs AAMTXAmerican Funds 2055 Target Date Retirement Fund
95% overlap
AAFJX vs AALTXAmerican Funds 2050 Target Date Retirement Fund
89% overlap
AAOTX vs AALTXAmerican Funds 2050 Target Date Retirement Fund
88% 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.
Informational and educational only — not investment advice.