Fund comparison · from official SEC filings

AAMTX vs AAOTX: how much do they overlap?

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

American Funds 2055 Target Date Retirement Fund and American Funds 2065 Target Date Retirement Fund

Fund A

Fund B

Holdings overlap

95%

of assets, by weight

Shared positions

of 20 / 17 holdings

AAMTX expense ratio

0.70%

net, per year

AAOTX expense ratio

0.73%

net, per year

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

Shared holdings

Company

AAMTX

AAOTX

RLLGXAMER FND SMALLCAP WRLD-R6

8.72%

10.09%

RNPGXAMER FNDS NEW PERSPECT-R6

8.96%

9.95%

RFNGXAMER FND FNDMNTL INVST-R6

8.72%

9.00%

RWIGXAF CAP WLRD GR & INC-R6

8.06%

8.35%

RNWGXAMER FNDS NEW WORLD-R6

7.70%

8.28%

RWMGXAMER FND WASH MUT INV-R6

8.03%

RGAGXAMER FND GRW FD OF AM-R6

7.33%

7.32%

RICGXAMER FND INV CO OF AM-R6

5.71%

7.00%

RAFGXAMCAP FUND-R6

6.93%

6.94%

RMFGXAMER FNDS MUTUAL FND-R6

6.51%

5.74%

RNGGXAMER FNDS NEW ECONOMY-R6

5.07%

5.36%

RLBGXAMERICAN BALANCED FUND-R6

4.81%

4.34%

RGVGXAMER FNDS US GOVT SECS-R6

4.62%

4.61%

RERGXEUPAC FUND-R-6

2.00%

RGBGXAMER FNDS GLBL BLNCD-R6

1.99%

1.65%

REGGXAMER FNDS EM MKT BND-R6

0.99%

RMDMXAMER FND US SM/MID CAP-R6

0.34%

Only in AAMTX

RGLGXAMER FND GLBL INSGHT-R6

2.31%

RIRGXAMER FNDS CAP INC BLDR-R6

0.60%

RIDGXAMER FNDS INC OF AMER-R6

0.60%

Only in AAOTX

Nothing exclusive.

Hold AAMTX and AAOTX together? See your combined true holdings, overlap, and blended fees — free, no signup.

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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.