# Portfolio overlap — CPPFX vs AAETX

Comparing **American Funds Preservation Portfolio** (2026-01-31) and **American Funds 2030 Target Date Retirement Fund** (2026-01-31).

- Shared positions: 1
- American Funds Preservation Portfolio covered by American Funds 2030 Target Date Retirement Fund: 0.05245327339646054384683799625
- American Funds 2030 Target Date Retirement Fund covered by American Funds Preservation Portfolio: 0.05245327339646054384683799625

## 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 2030 Target Date Retirement Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AMERICAN BALANCED FUND R6 (AMBAL CL R6) | 0.080036 |  |
| BOND FUND OF AMERICA (THE) R6 (BFA CL R6) | 0.074143 |  |
| CAPITAL WORLD GROWTH AND INCOME FUND R6 (WGI CL R6) | 0.067642 |  |
| AMERICAN MUTUAL FUND R6 (AMF CL R6) | 0.067323 |  |
| AMERICAN FUNDS INFLATION LINKED BOND R6 (ILBF CL R6) | 0.061831 |  |
| AMERICAN FUNDS MORTGAGE R6 (AFMF CL R6) | 0.052506 |  |
| INTERMEDIATE BOND FUND OF AMERICA R6 (IBFA CL R6) | 0.052453 | ✓ |
| INCOME FUND OF AMERICA (THE) R6 (IFA CL R6) | 0.051906 |  |
| U S GOVERNMENT SECURITIES FUND R6 (GVT CL R6) | 0.050019 |  |
| AMCAP-R6 | 0.049848 |  |
| WASHINGTON MUTUAL INVESTORS FUND R6 (WMIF CL R6) | 0.049718 |  |
| AMERICAN FUNDS GLOBAL BALANCED FUND R6 (GBAL CL R6) | 0.047819 |  |
| CAPITAL INCOME BUILDER R6 (CIB CL R6) | 0.043032 |  |
| AMERICAN FUNDS MULTI-SECTOR INCOME FUND CL R6 (MSI-R6) | 0.031717 |  |
| FUNDAMENTAL INVESTORS R6 (FI CL R6) | 0.030074 |  |
| AMERICAN FUNDS GLOBAL INSIGHT FUND R6 (GIF R6) | 0.029928 |  |
| INVESTMENT COMPANY OF AMERICA (THE) R6 (ICA CL R6) | 0.029895 |  |
| GROWTH FUND OF AMERICA (THE) R6 (GFA CL R6) | 0.029460 |  |
| AMERICAN FUNDS STRATEGIC BOND FUND R6 (SBF CL R6) | 0.023393 |  |
| CAPITAL WORLD BOND FUND R6 (WBF CL R6) | 0.020270 |  |
| INTERNATIONAL GROWTH AND INCOME FUND R6 (IGI CL R6) | 0.017983 |  |
| NEW PERSPECTIVE FUND R6 (NPF CL R6) | 0.014960 |  |
| SMALLCAP WORLD FUND INC R6 | 0.014929 |  |
| AMERICAN HIGH-INCOME TRUST R6 (AHIT CL R6) | 0.008305 |  |
| AMERICAN FUNDS EMERGING MARKETS BOND FUND R6 (EMBF CL R6) | 0.000811 |  |


## 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 `0001193125-26-131226` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1380175/000119312526131226/0001193125-26-131226-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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