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

AALTX vs AAOTX: how much do they overlap?

American Funds 2050 Target Date Retirement Fund and American Funds 2065 Target Date Retirement Fund
Holdings overlap
88%
of assets, by weight
Shared positions
17
of 20 / 17 holdings
AALTX expense ratio
0.69%
net, per year
AAOTX expense ratio
0.73%
net, per year
AALTX and AAOTX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
AALTX
AAOTX
R
RLLGXAMER FND SMALLCAP WRLD-R6
7.72%
10.09%
R
RNPGXAMER FNDS NEW PERSPECT-R6
8.36%
9.95%
R
RFNGXAMER FND FNDMNTL INVST-R6
8.01%
9.00%
R
RWIGXAF CAP WLRD GR & INC-R6
7.36%
8.35%
R
RNWGXAMER FNDS NEW WORLD-R6
6.31%
8.28%
R
RWMGXAMER FND WASH MUT INV-R6
7.73%
8.03%
R
RGAGXAMER FND GRW FD OF AM-R6
7.33%
7.32%
R
RMFGXAMER FNDS MUTUAL FND-R6
7.04%
5.74%
R
RICGXAMER FND INV CO OF AM-R6
4.70%
7.00%
R
RAFGXAMCAP FUND-R6
6.92%
6.94%
R
RLBGXAMERICAN BALANCED FUND-R6
5.97%
4.34%
R
RNGGXAMER FNDS NEW ECONOMY-R6
4.37%
5.36%
R
RGVGXAMER FNDS US GOVT SECS-R6
4.62%
4.61%
R
RERGXEUPAC FUND-R-6
2.00%
2.00%
R
RGBGXAMER FNDS GLBL BLNCD-R6
1.99%
1.65%
R
REGGXAMER FNDS EM MKT BND-R6
0.99%
0.99%
R
RMDMXAMER FND US SM/MID CAP-R6
0.34%
0.34%
Only in AALTX
R
RGLGXAMER FND GLBL INSGHT-R6
3.31%
R
RIDGXAMER FNDS INC OF AMER-R6
2.61%
R
RIRGXAMER FNDS CAP INC BLDR-R6
2.31%
Only in AAOTX
Nothing exclusive.
Hold AALTX and AAOTX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →
Other comparisons you might like
AAOTX vs AAFJXAmerican Funds 2070 Target Date Retirement Fund
100% overlap
AAOTX vs AANTXAmerican Funds 2060 Target Date Retirement Fund
99% overlap
AAOTX vs AAMTXAmerican Funds 2055 Target Date Retirement Fund
95% overlap
AALTX vs AAMTXAmerican Funds 2055 Target Date Retirement Fund
94% overlap
AALTX vs AAHTXAmerican Funds 2045 Target Date Retirement Fund
93% overlap
AALTX vs AANTXAmerican Funds 2060 Target Date Retirement Fund
89% 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.