Unwrap.Fund
Unwrap both →
Fund comparison · from official SEC filings

AAHTX vs AAMTX: how much do they overlap?

American Funds 2045 Target Date Retirement Fund and American Funds 2055 Target Date Retirement Fund
Holdings overlap
87%
of assets, by weight
Shared positions
20
of 25 / 20 holdings
AAHTX expense ratio
0.69%
net, per year
AAMTX expense ratio
0.70%
net, per year
AAHTX and AAMTX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
AAHTX
AAMTX
R
RNPGXAMER FNDS NEW PERSPECT-R6
6.97%
8.96%
R
RLLGXAMER FND SMALLCAP WRLD-R6
6.71%
8.72%
R
RFNGXAMER FND FNDMNTL INVST-R6
7.71%
8.72%
R
RWIGXAF CAP WLRD GR & INC-R6
7.20%
8.06%
R
RWMGXAMER FND WASH MUT INV-R6
6.72%
8.03%
R
RNWGXAMER FNDS NEW WORLD-R6
5.53%
7.70%
R
RLBGXAMERICAN BALANCED FUND-R6
7.36%
4.81%
R
RGAGXAMER FND GRW FD OF AM-R6
7.17%
7.33%
R
RMFGXAMER FNDS MUTUAL FND-R6
7.03%
6.51%
R
RAFGXAMCAP FUND-R6
6.95%
6.93%
R
RICGXAMER FND INV CO OF AM-R6
4.00%
5.71%
R
RNGGXAMER FNDS NEW ECONOMY-R6
4.18%
5.07%
R
RGVGXAMER FNDS US GOVT SECS-R6
4.80%
4.62%
R
RGLGXAMER FND GLBL INSGHT-R6
4.02%
2.31%
R
RIDGXAMER FNDS INC OF AMER-R6
4.01%
0.60%
R
RIRGXAMER FNDS CAP INC BLDR-R6
3.02%
0.60%
R
RERGXEUPAC FUND-R-6
1.40%
2.00%
R
RGBGXAMER FNDS GLBL BLNCD-R6
1.99%
1.99%
R
REGGXAMER FNDS EM MKT BND-R6
0.85%
0.99%
R
RMDMXAMER FND US SM/MID CAP-R6
0.16%
0.34%
Only in AAHTX
R
RIGGXAMER FND INTL GR & INC-R6
0.60%
R
RCWGXAFIS CAP WRLD BND-R6
0.60%
R
RMDUXAMER FND MULTI-SEC INC-R6
0.60%
R
RILFXAMERICAN FNDS INFL LNK-R6
0.26%
R
RBFGXTHE BND FND OF AMERICA-R6
0.16%
Only in AAMTX
Nothing exclusive.
Hold AAHTX and AAMTX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →
Other comparisons you might like
AAMTX vs AANTXAmerican Funds 2060 Target Date Retirement Fund
96% overlap
AAMTX vs AAFJXAmerican Funds 2070 Target Date Retirement Fund
95% overlap
AAMTX vs AAOTXAmerican Funds 2065 Target Date Retirement Fund
95% overlap
AAMTX vs AALTXAmerican Funds 2050 Target Date Retirement Fund
94% overlap
AAHTX vs AALTXAmerican Funds 2050 Target Date Retirement Fund
93% overlap
AAHTX vs AAGTXAmerican Funds 2040 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.