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Fund comparison · from official SEC filings

AAGTX vs AALTX: how much do they overlap?

American Funds 2040 Target Date Retirement Fund and American Funds 2050 Target Date Retirement Fund
Holdings overlap
82%
of assets, by weight
Shared positions
18
of 26 / 20 holdings
AAGTX expense ratio
0.68%
net, per year
AALTX expense ratio
0.69%
net, per year
AAGTX and AALTX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
AAGTX
AALTX
R
RNPGXAMER FNDS NEW PERSPECT-R6
5.78%
8.36%
R
RLBGXAMERICAN BALANCED FUND-R6
8.02%
5.97%
R
RFNGXAMER FND FNDMNTL INVST-R6
6.71%
8.01%
R
RWMGXAMER FND WASH MUT INV-R6
5.73%
7.73%
R
RLLGXAMER FND SMALLCAP WRLD-R6
5.41%
7.72%
R
RWIGXAF CAP WLRD GR & INC-R6
7.02%
7.36%
R
RGAGXAMER FND GRW FD OF AM-R6
6.68%
7.33%
R
RMFGXAMER FNDS MUTUAL FND-R6
7.04%
7.04%
R
RAFGXAMCAP FUND-R6
6.65%
6.92%
R
RNWGXAMER FNDS NEW WORLD-R6
2.78%
6.31%
R
RGVGXAMER FNDS US GOVT SECS-R6
4.96%
4.62%
R
RICGXAMER FND INV CO OF AM-R6
4.01%
4.70%
R
RNGGXAMER FNDS NEW ECONOMY-R6
2.81%
4.37%
R
RGLGXAMER FND GLBL INSGHT-R6
4.02%
3.31%
R
RIDGXAMER FNDS INC OF AMER-R6
4.01%
2.61%
R
RIRGXAMER FNDS CAP INC BLDR-R6
3.32%
2.31%
R
RGBGXAMER FNDS GLBL BLNCD-R6
2.89%
1.99%
R
REGGXAMER FNDS EM MKT BND-R6
0.34%
0.99%
Only in AAGTX
R
RMDUXAMER FND MULTI-SEC INC-R6
2.13%
R
RILFXAMERICAN FNDS INFL LNK-R6
2.05%
R
RIGGXAMER FND INTL GR & INC-R6
2.00%
R
RCWGXAFIS CAP WRLD BND-R6
1.99%
R
RMAGXAMERICAN FNDS MORTGAGE-R6
1.49%
R
RBOGXAM FND INTM BND FD AM-R6
0.89%
R
RBFGXTHE BND FND OF AMERICA-R6
0.66%
R
RANGXAMERICAN FNDS STRA BND-R6
0.59%
Only in AALTX
R
RERGXEUPAC FUND-R-6
2.00%
R
RMDMXAMER FND US SM/MID CAP-R6
0.34%
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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.