# Portfolio overlap — CPPFX vs AADTX

Comparing **American Funds Preservation Portfolio** (2026-01-31) and **American Funds 2025 Target Date Retirement Income Fund** (2026-01-31).

- Shared positions: 1
- American Funds Preservation Portfolio covered by American Funds 2025 Target Date Retirement Income Fund: 0.06003877783854634675548503094
- American Funds 2025 Target Date Retirement Income Fund covered by American Funds Preservation Portfolio: 0.06003877783854634675548503094

## American Funds Preservation Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SHORT TERM BOND FUND OF AMERICA R6 (STBF CL R6) | 0.550152 |  |
| INTERMEDIATE BOND FUND OF AMERICA R6 (IBFA CL R6) | 0.449848 | ✓ |

## American Funds 2025 Target Date Retirement Income Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| INCOME FUND OF AMERICA (THE) R6 (IFA CL R6) | 0.090949 |  |
| BOND FUND OF AMERICA (THE) R6 (BFA CL R6) | 0.081830 |  |
| AMERICAN BALANCED FUND R6 (AMBAL CL R6) | 0.079871 |  |
| AMERICAN FUNDS INFLATION LINKED BOND R6 (ILBF CL R6) | 0.076920 |  |
| AMERICAN FUNDS MORTGAGE R6 (AFMF CL R6) | 0.060099 |  |
| AMERICAN MUTUAL FUND R6 (AMF CL R6) | 0.060057 |  |
| INTERMEDIATE BOND FUND OF AMERICA R6 (IBFA CL R6) | 0.060039 | ✓ |
| CAPITAL WORLD GROWTH AND INCOME FUND R6 (WGI CL R6) | 0.057225 |  |
| CAPITAL INCOME BUILDER R6 (CIB CL R6) | 0.053574 |  |
| U S GOVERNMENT SECURITIES FUND R6 (GVT CL R6) | 0.050120 |  |
| WASHINGTON MUTUAL INVESTORS FUND R6 (WMIF CL R6) | 0.049890 |  |
| AMERICAN FUNDS GLOBAL BALANCED FUND R6 (GBAL CL R6) | 0.040125 |  |
| AMERICAN FUNDS MULTI-SECTOR INCOME FUND CL R6 (MSI-R6) | 0.040075 |  |
| AMERICAN HIGH-INCOME TRUST R6 (AHIT CL R6) | 0.031715 |  |
| AMERICAN FUNDS STRATEGIC BOND FUND R6 (SBF CL R6) | 0.030177 |  |
| INVESTMENT COMPANY OF AMERICA (THE) R6 (ICA CL R6) | 0.029993 |  |
| FUNDAMENTAL INVESTORS R6 (FI CL R6) | 0.029953 |  |
| AMERICAN FUNDS GLOBAL INSIGHT FUND R6 (GIF R6) | 0.027519 |  |
| AMCAP-R6 | 0.021933 |  |
| CAPITAL WORLD BOND FUND R6 (WBF CL R6) | 0.020306 |  |
| INTERNATIONAL GROWTH AND INCOME FUND R6 (IGI CL R6) | 0.007631 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-131032` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1537151/000119312526131032/0001193125-26-131032-index.htm>
- N-PORT (fund B) — accession `0001193125-26-131225` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1380175/000119312526131225/0001193125-26-131225-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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