# Portfolio overlap — RAMTX vs AALTX

Comparing **American Funds 2055 Target Date Retirement Fund** (2026-01-31) and **American Funds 2050 Target Date Retirement Fund** (2026-01-31).

- Shared positions: 20
- American Funds 2055 Target Date Retirement Fund covered by American Funds 2050 Target Date Retirement Fund: 0.9347379214761486691837288381
- American Funds 2050 Target Date Retirement Fund covered by American Funds 2055 Target Date Retirement Fund: 0.9347379214761486691837288381

## American Funds 2055 Target Date Retirement Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NEW PERSPECTIVE FUND R6 (NPF CL R6) | 0.089935 | ✓ |
| FUNDAMENTAL INVESTORS R6 (FI CL R6) | 0.087564 | ✓ |
| SMALLCAP WORLD FUND INC R6 | 0.086538 | ✓ |
| CAPITAL WORLD GROWTH AND INCOME FUND R6 (WGI CL R6) | 0.079904 | ✓ |
| WASHINGTON MUTUAL INVESTORS FUND R6 (WMIF CL R6) | 0.079898 | ✓ |
| NEW WORLD FUND INC R6 (NWF CL R6) | 0.077977 | ✓ |
| GROWTH FUND OF AMERICA (THE) R6 (GFA CL R6) | 0.070942 | ✓ |
| AMCAP-R6 | 0.068822 | ✓ |
| AMERICAN MUTUAL FUND R6 (AMF CL R6) | 0.063381 | ✓ |
| INVESTMENT COMPANY OF AMERICA (THE) R6 (ICA CL R6) | 0.057519 | ✓ |
| AMERICAN BALANCED FUND R6 (AMBAL CL R6) | 0.054975 | ✓ |
| NEW ECONOMY FUND (THE) R6 (NEF CL R6) | 0.049266 | ✓ |
| U S GOVERNMENT SECURITIES FUND R6 (GVT CL R6) | 0.048690 | ✓ |
| AMERICAN FUNDS GLOBAL INSIGHT FUND R6 (GIF R6) | 0.022432 | ✓ |
| EUPAC FUND CL R6 (EUPAC CL R6) | 0.020241 | ✓ |
| AMERICAN FUNDS GLOBAL BALANCED FUND R6 (GBAL CL R6) | 0.020116 | ✓ |
| AMERICAN FUNDS EMERGING MARKETS BOND FUND R6 (EMBF CL R6) | 0.010051 | ✓ |
| CAPITAL INCOME BUILDER R6 (CIB CL R6) | 0.005047 | ✓ |
| INCOME FUND OF AMERICA (THE) R6 (IFA CL R6) | 0.005036 | ✓ |
| AMERICAN FUNDS U.S. SMALL AND MID CAP EQUITY FUND CL R6 (SMID CL R6) | 0.001667 | ✓ |

## American Funds 2050 Target Date Retirement Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NEW PERSPECTIVE FUND R6 (NPF CL R6) | 0.084863 | ✓ |
| FUNDAMENTAL INVESTORS R6 (FI CL R6) | 0.080135 | ✓ |
| WASHINGTON MUTUAL INVESTORS FUND R6 (WMIF CL R6) | 0.077276 | ✓ |
| SMALLCAP WORLD FUND INC R6 | 0.077088 | ✓ |
| CAPITAL WORLD GROWTH AND INCOME FUND R6 (WGI CL R6) | 0.072559 | ✓ |
| GROWTH FUND OF AMERICA (THE) R6 (GFA CL R6) | 0.070788 | ✓ |
| AMERICAN MUTUAL FUND R6 (AMF CL R6) | 0.069946 | ✓ |
| AMCAP-R6 | 0.068828 | ✓ |
| AMERICAN BALANCED FUND R6 (AMBAL CL R6) | 0.065751 | ✓ |
| NEW WORLD FUND INC R6 (NWF CL R6) | 0.062736 | ✓ |
| U S GOVERNMENT SECURITIES FUND R6 (GVT CL R6) | 0.048547 | ✓ |
| INVESTMENT COMPANY OF AMERICA (THE) R6 (ICA CL R6) | 0.047320 | ✓ |
| NEW ECONOMY FUND (THE) R6 (NEF CL R6) | 0.041659 | ✓ |
| AMERICAN FUNDS GLOBAL INSIGHT FUND R6 (GIF R6) | 0.032402 | ✓ |
| INCOME FUND OF AMERICA (THE) R6 (IFA CL R6) | 0.025217 | ✓ |
| CAPITAL INCOME BUILDER R6 (CIB CL R6) | 0.022748 | ✓ |
| EUPAC FUND CL R6 (EUPAC CL R6) | 0.020243 | ✓ |
| AMERICAN FUNDS GLOBAL BALANCED FUND R6 (GBAL CL R6) | 0.020150 | ✓ |
| AMERICAN FUNDS EMERGING MARKETS BOND FUND R6 (EMBF CL R6) | 0.010077 | ✓ |
| AMERICAN FUNDS U.S. SMALL AND MID CAP EQUITY FUND CL R6 (SMID CL R6) | 0.001667 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001193125-26-131234` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1380175/000119312526131234/0001193125-26-131234-index.htm>
- N-PORT (fund B) — accession `0001193125-26-131230` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1380175/000119312526131230/0001193125-26-131230-index.htm>

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