# Portfolio overlap — BLPFX vs AAHTX

Comparing **American Funds Moderate Growth and Income Portfolio** (2026-01-31) and **American Funds 2045 Target Date Retirement Fund** (2026-01-31).

- Shared positions: 9
- American Funds Moderate Growth and Income Portfolio covered by American Funds 2045 Target Date Retirement Fund: 0.3835794435440504831969231087
- American Funds 2045 Target Date Retirement Fund covered by American Funds Moderate Growth and Income Portfolio: 0.3835794435440504831969231088

## American Funds Moderate Growth and Income Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AMERICAN BALANCED FUND R6 (AMBAL CL R6) | 0.251393 | ✓ |
| AMERICAN FUNDS GLOBAL BALANCED FUND R6 (GBAL CL R6) | 0.151339 | ✓ |
| WASHINGTON MUTUAL INVESTORS FUND R6 (WMIF CL R6) | 0.149928 | ✓ |
| INCOME FUND OF AMERICA (THE) R6 (IFA CL R6) | 0.101758 | ✓ |
| CAPITAL WORLD GROWTH AND INCOME FUND R6 (WGI CL R6) | 0.101507 | ✓ |
| NEW PERSPECTIVE FUND R6 (NPF CL R6) | 0.051188 | ✓ |
| SMALLCAP WORLD FUND INC R6 | 0.050543 | ✓ |
| AMERICAN FUNDS STRATEGIC BOND FUND R6 (SBF CL R6) | 0.047523 |  |
| AMERICAN FUNDS MULTI-SECTOR INCOME FUND CL R6 (MSI-R6) | 0.047423 | ✓ |
| BOND FUND OF AMERICA (THE) R6 (BFA CL R6) | 0.047399 | ✓ |

## American Funds 2045 Target Date Retirement Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| FUNDAMENTAL INVESTORS R6 (FI CL R6) | 0.077602 |  |
| AMERICAN BALANCED FUND R6 (AMBAL CL R6) | 0.076654 | ✓ |
| CAPITAL WORLD GROWTH AND INCOME FUND R6 (WGI CL R6) | 0.071723 | ✓ |
| AMERICAN MUTUAL FUND R6 (AMF CL R6) | 0.069992 |  |
| GROWTH FUND OF AMERICA (THE) R6 (GFA CL R6) | 0.069902 |  |
| NEW PERSPECTIVE FUND R6 (NPF CL R6) | 0.069799 | ✓ |
| AMCAP-R6 | 0.069095 |  |
| WASHINGTON MUTUAL INVESTORS FUND R6 (WMIF CL R6) | 0.067267 | ✓ |
| SMALLCAP WORLD FUND INC R6 | 0.067098 | ✓ |
| NEW WORLD FUND INC R6 (NWF CL R6) | 0.056688 |  |
| U S GOVERNMENT SECURITIES FUND R6 (GVT CL R6) | 0.049365 |  |
| NEW ECONOMY FUND (THE) R6 (NEF CL R6) | 0.040671 |  |
| INCOME FUND OF AMERICA (THE) R6 (IFA CL R6) | 0.040189 | ✓ |
| INVESTMENT COMPANY OF AMERICA (THE) R6 (ICA CL R6) | 0.039849 |  |
| AMERICAN FUNDS GLOBAL INSIGHT FUND R6 (GIF R6) | 0.039847 |  |
| CAPITAL INCOME BUILDER R6 (CIB CL R6) | 0.030365 |  |
| AMERICAN FUNDS GLOBAL BALANCED FUND R6 (GBAL CL R6) | 0.020197 | ✓ |
| EUPAC FUND CL R6 (EUPAC CL R6) | 0.015168 |  |
| AMERICAN FUNDS EMERGING MARKETS BOND FUND R6 (EMBF CL R6) | 0.008376 |  |
| INTERNATIONAL GROWTH AND INCOME FUND R6 (IGI CL R6) | 0.005147 |  |
| CAPITAL WORLD BOND FUND R6 (WBF CL R6) | 0.005080 |  |
| AMERICAN FUNDS MULTI-SECTOR INCOME FUND CL R6 (MSI-R6) | 0.005017 | ✓ |
| AMERICAN FUNDS INFLATION LINKED BOND R6 (ILBF CL R6) | 0.003323 |  |
| BOND FUND OF AMERICA (THE) R6 (BFA CL R6) | 0.000801 | ✓ |
| AMERICAN FUNDS U.S. SMALL AND MID CAP EQUITY FUND CL R6 (SMID CL R6) | 0.000784 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-131030` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1537151/000119312526131030/0001193125-26-131030-index.htm>
- N-PORT (fund B) — accession `0001193125-26-131233` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1380175/000119312526131233/0001193125-26-131233-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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