Fund comparison · from official SEC filings

AAFTX vs CCFAX: how much do they overlap?

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

American Funds 2035 Target Date Retirement Fund and American Funds College 2036 Fund

Fund A

Fund B

Holdings overlap

67%

of assets, by weight

Shared positions

of 24 / 22 holdings

AAFTX expense ratio

0.67%

net, per year

CCFAX expense ratio

0.73%

net, per year

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

Shared holdings

Company

AAFTX

CCFAX

RBFGXTHE BND FND OF AMERICA-R6

2.74%

13.37%

RWIGXAF CAP WLRD GR & INC-R6

7.03%

8.53%

RLBGXAMERICAN BALANCED FUND-R6

8.03%

6.49%

RICGXAMER FND INV CO OF AM-R6

3.71%

7.48%

RWMGXAMER FND WASH MUT INV-R6

5.03%

7.44%

RMFGXAMER FNDS MUTUAL FND-R6

7.08%

6.44%

RMDUXAMER FND MULTI-SEC INC-R6

2.64%

6.72%

RAFGXAMCAP FUND-R6

5.80%

2.55%

RFNGXAMER FND FNDMNTL INVST-R6

5.12%

5.47%

RGAGXAMER FND GRW FD OF AM-R6

5.38%

2.35%

RGBGXAMER FNDS GLBL BLNCD-R6

4.99%

3.21%

RMAGXAMERICAN FNDS MORTGAGE-R6

4.97%

3.44%

RIDGXAMER FNDS INC OF AMER-R6

4.18%

1.94%

RIRGXAMER FNDS CAP INC BLDR-R6

4.03%

2.73%

RGLGXAMER FND GLBL INSGHT-R6

3.72%

2.63%

RANGXAMERICAN FNDS STRA BND-R6

2.14%

3.43%

RLLGXAMER FND SMALLCAP WRLD-R6

3.41%

1.85%

RNPGXAMER FNDS NEW PERSPECT-R6

2.69%

2.92%

RIGGXAMER FND INTL GR & INC-R6

2.01%

2.42%

Only in AAFTX

RGVGXAMER FNDS US GOVT SECS-R6

4.96%

RILFXAMERICAN FNDS INFL LNK-R6

4.43%

RBOGXAM FND INTM BND FD AM-R6

3.58%

RCWGXAFIS CAP WRLD BND-R6

1.99%

REGGXAMER FNDS EM MKT BND-R6

0.34%

Only in CCFAX

RITGXAMER FNDS HI-INC TRST-R6

6.76%

RNGGXAMER FNDS NEW ECONOMY-R6

1.10%

RMDMXAMER FND US SM/MID CAP-R6

0.72%

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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.