# Portfolio overlap — RAMTX vs CAAZX

Comparing **American Funds 2055 Target Date Retirement Fund** (2026-01-31) and **American Funds College 2042 Fund** (2026-01-31).

- Shared positions: 15
- American Funds 2055 Target Date Retirement Fund covered by American Funds College 2042 Fund: 0.7359026826891037183934496384
- American Funds College 2042 Fund covered by American Funds 2055 Target Date Retirement Fund: 0.7359026826891037183934496383

## 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 College 2042 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| FUNDAMENTAL INVESTORS R6 (FI CL R6) | 0.111108 | ✓ |
| SMALLCAP WORLD FUND INC R6 | 0.099360 | ✓ |
| CAPITAL WORLD GROWTH AND INCOME FUND R6 (WGI CL R6) | 0.099022 | ✓ |
| INVESTMENT COMPANY OF AMERICA (THE) R6 (ICA CL R6) | 0.094276 | ✓ |
| GROWTH FUND OF AMERICA (THE) R6 (GFA CL R6) | 0.082925 | ✓ |
| NEW PERSPECTIVE FUND R6 (NPF CL R6) | 0.079176 | ✓ |
| AMCAP-R6 | 0.056085 | ✓ |
| WASHINGTON MUTUAL INVESTORS FUND R6 (WMIF CL R6) | 0.054158 | ✓ |
| AMERICAN FUNDS U.S. SMALL AND MID CAP EQUITY FUND CL R6 (SMID CL R6) | 0.049967 | ✓ |
| EUPAC FUND CL R6 (EUPAC CL R6) | 0.048933 | ✓ |
| NEW ECONOMY FUND (THE) R6 (NEF CL R6) | 0.042993 | ✓ |
| AMERICAN HIGH-INCOME TRUST R6 (AHIT CL R6) | 0.035027 |  |
| AMERICAN FUNDS GLOBAL BALANCED FUND R6 (GBAL CL R6) | 0.034835 | ✓ |
| AMERICAN BALANCED FUND R6 (AMBAL CL R6) | 0.034792 | ✓ |
| INTERNATIONAL GROWTH AND INCOME FUND R6 (IGI CL R6) | 0.033134 |  |
| U S GOVERNMENT SECURITIES FUND R6 (GVT CL R6) | 0.023341 | ✓ |
| AMERICAN FUNDS GLOBAL INSIGHT FUND R6 (GIF R6) | 0.020867 | ✓ |


## 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 `0001193125-26-130940` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1547011/000119312526130940/0001193125-26-130940-index.htm>

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