# Portfolio overlap — FAQTX vs AADTX

Comparing **American Funds 2035 Target Date Retirement Fund** (2026-01-31) and **American Funds 2025 Target Date Retirement Income Fund** (2026-01-31).

- Shared positions: 20
- American Funds 2035 Target Date Retirement Fund covered by American Funds 2025 Target Date Retirement Income Fund: 0.7591159158274370633539269422
- American Funds 2025 Target Date Retirement Income Fund covered by American Funds 2035 Target Date Retirement Fund: 0.7591159158274370633539269422

## American Funds 2035 Target Date Retirement Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AMERICAN BALANCED FUND R6 (AMBAL CL R6) | 0.079949 | ✓ |
| CAPITAL WORLD GROWTH AND INCOME FUND R6 (WGI CL R6) | 0.070775 | ✓ |
| AMERICAN MUTUAL FUND R6 (AMF CL R6) | 0.069846 | ✓ |
| AMCAP-R6 | 0.058461 | ✓ |
| GROWTH FUND OF AMERICA (THE) R6 (GFA CL R6) | 0.054230 |  |
| FUNDAMENTAL INVESTORS R6 (FI CL R6) | 0.052583 | ✓ |
| AMERICAN FUNDS GLOBAL BALANCED FUND R6 (GBAL CL R6) | 0.050379 | ✓ |
| U S GOVERNMENT SECURITIES FUND R6 (GVT CL R6) | 0.050085 | ✓ |
| AMERICAN FUNDS MORTGAGE R6 (AFMF CL R6) | 0.050085 | ✓ |
| WASHINGTON MUTUAL INVESTORS FUND R6 (WMIF CL R6) | 0.049620 | ✓ |
| AMERICAN FUNDS INFLATION LINKED BOND R6 (ILBF CL R6) | 0.048328 | ✓ |
| INCOME FUND OF AMERICA (THE) R6 (IFA CL R6) | 0.041181 | ✓ |
| CAPITAL INCOME BUILDER R6 (CIB CL R6) | 0.040465 | ✓ |
| AMERICAN FUNDS GLOBAL INSIGHT FUND R6 (GIF R6) | 0.037334 | ✓ |
| INVESTMENT COMPANY OF AMERICA (THE) R6 (ICA CL R6) | 0.037288 | ✓ |
| INTERMEDIATE BOND FUND OF AMERICA R6 (IBFA CL R6) | 0.034995 | ✓ |
| SMALLCAP WORLD FUND INC R6 | 0.034738 |  |
| AMERICAN FUNDS MULTI-SECTOR INCOME FUND CL R6 (MSI-R6) | 0.028255 | ✓ |
| NEW PERSPECTIVE FUND R6 (NPF CL R6) | 0.027396 |  |
| AMERICAN FUNDS STRATEGIC BOND FUND R6 (SBF CL R6) | 0.020823 | ✓ |
| BOND FUND OF AMERICA (THE) R6 (BFA CL R6) | 0.020765 | ✓ |
| INTERNATIONAL GROWTH AND INCOME FUND R6 (IGI CL R6) | 0.020491 | ✓ |
| CAPITAL WORLD BOND FUND R6 (WBF CL R6) | 0.020209 | ✓ |
| AMERICAN FUNDS EMERGING MARKETS BOND FUND R6 (EMBF CL R6) | 0.001719 |  |

## 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 `0001193125-26-131224` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1380175/000119312526131224/0001193125-26-131224-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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