Fund comparison · from official SEC filings

AAFTX vs AAGTX: how much do they overlap?

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

American Funds 2035 Target Date Retirement Fund and American Funds 2040 Target Date Retirement Fund

Fund A

Fund B

Holdings overlap

84%

of assets, by weight

Shared positions

of 24 / 26 holdings

AAFTX expense ratio

0.67%

net, per year

AAGTX expense ratio

0.68%

net, per year

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

Shared holdings

Company

AAFTX

AAGTX

RLBGXAMERICAN BALANCED FUND-R6

8.03%

8.02%

RMFGXAMER FNDS MUTUAL FND-R6

7.08%

7.04%

RWIGXAF CAP WLRD GR & INC-R6

7.03%

7.02%

RFNGXAMER FND FNDMNTL INVST-R6

5.12%

6.71%

RGAGXAMER FND GRW FD OF AM-R6

5.38%

6.68%

RAFGXAMCAP FUND-R6

5.80%

6.65%

RNPGXAMER FNDS NEW PERSPECT-R6

2.69%

5.78%

RWMGXAMER FND WASH MUT INV-R6

5.03%

5.73%

RLLGXAMER FND SMALLCAP WRLD-R6

3.41%

5.41%

RGBGXAMER FNDS GLBL BLNCD-R6

4.99%

2.89%

RMAGXAMERICAN FNDS MORTGAGE-R6

4.97%

1.49%

RGVGXAMER FNDS US GOVT SECS-R6

4.96%

RILFXAMERICAN FNDS INFL LNK-R6

4.43%

2.05%

RIDGXAMER FNDS INC OF AMER-R6

4.18%

4.01%

RIRGXAMER FNDS CAP INC BLDR-R6

4.03%

3.32%

RGLGXAMER FND GLBL INSGHT-R6

3.72%

4.02%

RICGXAMER FND INV CO OF AM-R6

3.71%

4.01%

RBOGXAM FND INTM BND FD AM-R6

3.58%

0.89%

RBFGXTHE BND FND OF AMERICA-R6

2.74%

0.66%

RMDUXAMER FND MULTI-SEC INC-R6

2.64%

2.13%

RANGXAMERICAN FNDS STRA BND-R6

2.14%

0.59%

RIGGXAMER FND INTL GR & INC-R6

2.01%

2.00%

RCWGXAFIS CAP WRLD BND-R6

1.99%

REGGXAMER FNDS EM MKT BND-R6

0.34%

Only in AAFTX

Nothing exclusive.

Only in AAGTX

RNGGXAMER FNDS NEW ECONOMY-R6

2.81%

RNWGXAMER FNDS NEW WORLD-R6

2.78%

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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.