Fund comparison · from official SEC filings

AAGTX vs AAMTX: how much do they overlap?

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

American Funds 2040 Target Date Retirement Fund and American Funds 2055 Target Date Retirement Fund

Fund A

Fund B

Holdings overlap

75%

of assets, by weight

Shared positions

of 26 / 20 holdings

AAGTX expense ratio

0.68%

net, per year

AAMTX expense ratio

0.70%

net, per year

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

Shared holdings

Company

AAGTX

AAMTX

RNPGXAMER FNDS NEW PERSPECT-R6

5.78%

8.96%

RLLGXAMER FND SMALLCAP WRLD-R6

5.41%

8.72%

RFNGXAMER FND FNDMNTL INVST-R6

6.71%

8.72%

RWIGXAF CAP WLRD GR & INC-R6

7.02%

8.06%

RWMGXAMER FND WASH MUT INV-R6

5.73%

8.03%

RLBGXAMERICAN BALANCED FUND-R6

8.02%

4.81%

RNWGXAMER FNDS NEW WORLD-R6

2.78%

7.70%

RGAGXAMER FND GRW FD OF AM-R6

6.68%

7.33%

RMFGXAMER FNDS MUTUAL FND-R6

7.04%

6.51%

RAFGXAMCAP FUND-R6

6.65%

6.93%

RICGXAMER FND INV CO OF AM-R6

4.01%

5.71%

RNGGXAMER FNDS NEW ECONOMY-R6

2.81%

5.07%

RGVGXAMER FNDS US GOVT SECS-R6

4.96%

4.62%

RGLGXAMER FND GLBL INSGHT-R6

4.02%

2.31%

RIDGXAMER FNDS INC OF AMER-R6

4.01%

0.60%

RIRGXAMER FNDS CAP INC BLDR-R6

3.32%

0.60%

RGBGXAMER FNDS GLBL BLNCD-R6

2.89%

1.99%

REGGXAMER FNDS EM MKT BND-R6

0.34%

0.99%

Only in AAGTX

RMDUXAMER FND MULTI-SEC INC-R6

2.13%

RILFXAMERICAN FNDS INFL LNK-R6

2.05%

RIGGXAMER FND INTL GR & INC-R6

2.00%

RCWGXAFIS CAP WRLD BND-R6

1.99%

RMAGXAMERICAN FNDS MORTGAGE-R6

1.49%

RBOGXAM FND INTM BND FD AM-R6

0.89%

RBFGXTHE BND FND OF AMERICA-R6

0.66%

RANGXAMERICAN FNDS STRA BND-R6

0.59%

Only in AAMTX

RERGXEUPAC FUND-R-6

2.00%

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.