Fund comparison · from official SEC filings

BLPAX vs FCFWX: how much do they overlap?

American Funds Moderate Growth and Income Portfolio and American Funds Retirement Income Portfolio - Enhanced
Holdings overlap
55%
of assets, by weight
Shared positions
6
of 13 / 10 holdings
BLPAX expense ratio
0.65%
net, per year
FCFWX expense ratio
0.67%
net, per year
BLPAX and FCFWX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
BLPAX
FCFWX
R
RLBGXAMERICAN BALANCED FUND-R6
21.02%
20.22%
R
RIDGXAMER FNDS INC OF AMER-R6
10.03%
19.89%
R
RGBGXAMER FNDS GLBL BLNCD-R6
14.98%
4.93%
R
RWIGXAF CAP WLRD GR & INC-R6
10.04%
10.34%
R
RMDUXAMER FND MULTI-SEC INC-R6
4.96%
6.80%
R
RBFGXTHE BND FND OF AMERICA-R6
4.96%
4.83%
Only in BLPAX
R
RWMGXAMER FND WASH MUT INV-R6
12.04%
R
RLLGXAMER FND SMALLCAP WRLD-R6
5.04%
R
RNPGXAMER FNDS NEW PERSPECT-R6
4.98%
R
RANGXAMERICAN FNDS STRA BND-R6
4.95%
R
RGAGXAMER FND GRW FD OF AM-R6
3.02%
R
RNWGXAMER FNDS NEW WORLD-R6
2.00%
R
REGGXAMER FNDS EM MKT BND-R6
1.99%
Only in FCFWX
R
RIRGXAMER FNDS CAP INC BLDR-R6
17.92%
R
RAFGXAMCAP FUND-R6
5.25%
R
RMFGXAMER FNDS MUTUAL FND-R6
4.99%
R
RITGXAMER FNDS HI-INC TRST-R6
4.83%
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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.
BLPAX vs FCFWX: 55% holdings overlap — Unwrap.Fund