# Portfolio overlap — CTLEX vs AACTX

Comparing **American Funds College 2033 Fund** (2026-01-31) and **American Funds 2020 Target Date Retirement Income Fund** (2026-01-31).

- Shared positions: 17
- American Funds College 2033 Fund covered by American Funds 2020 Target Date Retirement Income Fund: 0.7112544845116129003167971544
- American Funds 2020 Target Date Retirement Income Fund covered by American Funds College 2033 Fund: 0.7112544845116129003167971544

## American Funds College 2033 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BOND FUND OF AMERICA (THE) R6 (BFA CL R6) | 0.140643 | ✓ |
| AMERICAN MUTUAL FUND R6 (AMF CL R6) | 0.094063 | ✓ |
| AMERICAN FUNDS STRATEGIC BOND FUND R6 (SBF CL R6) | 0.082066 | ✓ |
| AMERICAN FUNDS MORTGAGE R6 (AFMF CL R6) | 0.082066 | ✓ |
| WASHINGTON MUTUAL INVESTORS FUND R6 (WMIF CL R6) | 0.072559 | ✓ |
| AMERICAN BALANCED FUND R6 (AMBAL CL R6) | 0.070262 | ✓ |
| AMERICAN FUNDS MULTI-SECTOR INCOME FUND CL R6 (MSI-R6) | 0.067321 | ✓ |
| AMERICAN HIGH-INCOME TRUST R6 (AHIT CL R6) | 0.067253 | ✓ |
| INCOME FUND OF AMERICA (THE) R6 (IFA CL R6) | 0.066645 | ✓ |
| CAPITAL WORLD GROWTH AND INCOME FUND R6 (WGI CL R6) | 0.059107 | ✓ |
| CAPITAL INCOME BUILDER R6 (CIB CL R6) | 0.051486 | ✓ |
| INVESTMENT COMPANY OF AMERICA (THE) R6 (ICA CL R6) | 0.039920 | ✓ |
| INTERMEDIATE BOND FUND OF AMERICA R6 (IBFA CL R6) | 0.032055 | ✓ |
| AMERICAN FUNDS GLOBAL BALANCED FUND R6 (GBAL CL R6) | 0.023905 | ✓ |
| FUNDAMENTAL INVESTORS R6 (FI CL R6) | 0.017190 | ✓ |
| INTERNATIONAL GROWTH AND INCOME FUND R6 (IGI CL R6) | 0.008879 |  |
| AMERICAN FUNDS GLOBAL INSIGHT FUND R6 (GIF R6) | 0.008311 | ✓ |
| NEW PERSPECTIVE FUND R6 (NPF CL R6) | 0.008242 |  |
| AMCAP-R6 | 0.008028 | ✓ |

## American Funds 2020 Target Date Retirement Income Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| INCOME FUND OF AMERICA (THE) R6 (IFA CL R6) | 0.122452 | ✓ |
| BOND FUND OF AMERICA (THE) R6 (BFA CL R6) | 0.084371 | ✓ |
| AMERICAN BALANCED FUND R6 (AMBAL CL R6) | 0.077134 | ✓ |
| AMERICAN FUNDS INFLATION LINKED BOND R6 (ILBF CL R6) | 0.076900 |  |
| INTERMEDIATE BOND FUND OF AMERICA R6 (IBFA CL R6) | 0.067574 | ✓ |
| CAPITAL INCOME BUILDER R6 (CIB CL R6) | 0.061832 | ✓ |
| AMERICAN FUNDS MORTGAGE R6 (AFMF CL R6) | 0.060109 | ✓ |
| AMERICAN MUTUAL FUND R6 (AMF CL R6) | 0.059972 | ✓ |
| CAPITAL WORLD GROWTH AND INCOME FUND R6 (WGI CL R6) | 0.049824 | ✓ |
| WASHINGTON MUTUAL INVESTORS FUND R6 (WMIF CL R6) | 0.047328 | ✓ |
| AMERICAN FUNDS MULTI-SECTOR INCOME FUND CL R6 (MSI-R6) | 0.040045 | ✓ |
| AMERICAN FUNDS GLOBAL BALANCED FUND R6 (GBAL CL R6) | 0.039975 | ✓ |
| U S GOVERNMENT SECURITIES FUND R6 (GVT CL R6) | 0.037609 |  |
| AMERICAN FUNDS STRATEGIC BOND FUND R6 (SBF CL R6) | 0.032653 | ✓ |
| AMERICAN HIGH-INCOME TRUST R6 (AHIT CL R6) | 0.030761 | ✓ |
| INVESTMENT COMPANY OF AMERICA (THE) R6 (ICA CL R6) | 0.029927 | ✓ |
| FUNDAMENTAL INVESTORS R6 (FI CL R6) | 0.027519 | ✓ |
| CAPITAL WORLD BOND FUND R6 (WBF CL R6) | 0.020120 |  |
| AMERICAN FUNDS GLOBAL INSIGHT FUND R6 (GIF R6) | 0.014907 | ✓ |
| SHORT TERM BOND FUND OF AMERICA R6 (STBF CL R6) | 0.012579 |  |
| AMCAP-R6 | 0.006410 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001193125-26-130943` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1547011/000119312526130943/0001193125-26-130943-index.htm>
- N-PORT (fund B) — accession `0001193125-26-131229` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1380175/000119312526131229/0001193125-26-131229-index.htm>

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