Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | American Funds Retirement Income Portfolio - Enhanced · NDARX, NDCRX, FCFWX, FGFWX, RCRPX, RFRPX, RIRPX, RLRPX, RPRPX, RXRPX, RVRPX, RRQPX, FIEWX, TAFEX cheaper | 55% | 0.32% | Capital Research and Management Company |
| 2 | American Funds Retirement Income Portfolio - Moderate · NBARX, NBCRX, FBFWX, FHFWX, RBRPX, RERPX, RHRPX, RKRPX, RNRPX, RRRPX, RURPX, RRPPX, FIMWX, TAFNX cheaper | 51% | 0.31% | Capital Research and Management Company |
| 3 | American Funds Growth and Income Portfolio · GAIOX, GAITX, GAIFX, GAIEX, CGNAX, CGNCX, CGNEX, CGNFX, RGNAX, RGNBX, RAICX, RGNEX, RGNFX, RGNGX, RBEGX, RGQFX, GAIHX, TGXIX, TGGGX, CGNGX, FGIIX, CGLGX, FGGIX cheaper | 49% | 0.34% | Capital Research and Management Company |
| 4 | American Funds College 2036 Fund · CCFAX, CTDCX, CTKEX, CTAFX, TCDTX, CTAHX, CTAKX | 46% | 0.40% | Capital Research and Management Company |
| 5 | American Funds College 2039 Fund · FCFGX, CTDFX, CTAEX, FTDHX, CDJAX, TCATX, CTJCX | 45% | 0.43% | Capital Research and Management Company |
| 6 | American Funds College 2033 Fund · CTLAX, CTLCX, CTLEX, CTLFX, TCFFX, FCCFX, FTCFX | 44% | 0.37% | Capital Research and Management Company |
| 7 | American Funds IS 2020 Target Date Fund | 44% | 0.35% | Capital Research and Management Company |
| 8 | American Funds 2020 Target Date Retirement Income Fund · AACTX, RACTX, RBCTX, RCCTX, RDCTX, RECTX, RRCTX, CCCTX, FAOTX, FBCTX, RBEHX, RHCTX, FCCTX, TDAMX cheaper | 44% | 0.30% | Capital Research and Management Company |
| 9 | American Funds 2025 Target Date Retirement Income Fund · AADTX, RADTX, RBDTX, RCDTX, RDDTX, REDTX, RFDTX, CCDTX, FAPTX, FBDTX, RBEDX, RHDTX, FDDTX, TDLMX cheaper | 44% | 0.31% | Capital Research and Management Company |
| 10 | American Funds IS 2025 Target Date Fund | 43% | 0.36% | Capital Research and Management Company |
| 11 | American Funds IS 2030 Target Date Fund | 43% | 0.38% | Capital Research and Management Company |
| 12 | American Funds 2030 Target Date Retirement Fund · AAETX, RAETX, RBETX, RCETX, RDETX, REETX, RFETX, CCETX, FAETX, FBETX, RBEEX, RHETX, FCETX, TDFMX cheaper | 43% | 0.33% | Capital Research and Management Company |
| 13 | American Funds IS 2035 Target Date Fund | 42% | 0.39% | Capital Research and Management Company |
| 14 | American Funds 2035 Target Date Retirement Fund · AAFTX, RAFTX, RBFTX, RCFTX, RDFTX, REFTX, RFFTX, CCFTX, FAQTX, FBFTX, RBEFX, RHFTX, FDFTX, TDFHX cheaper | 42% | 0.34% | Capital Research and Management Company |
| 15 | American Funds 2015 Target Date Retirement Income Fund · RCJTX, RDBTX, REJTX, AABTX, RAJTX, RBJTX, RFJTX, CCBTX, FAKTX, FBBTX, RBEJX, RHBTX, FDBTX, TDQMX cheaper | 42% | 0.30% | Capital Research and Management Company |
| 16 | American Funds IS 2015 Target Date Fund | 42% | 0.35% | Capital Research and Management Company |
| 17 | American Funds 2040 Target Date Retirement Fund · AAGTX, RAKTX, RBKTX, RCKTX, RDGTX, REGTX, RFGTX, CCGTX, FAUTX, FBGTX, RBEKX, RHGTX, FCGTX, TDFOX | 41% | 0.36% | Capital Research and Management Company |
| 18 | American Funds IS 2040 Target Date Fund | 41% | 0.41% | Capital Research and Management Company |
| 19 | American Funds IS 2045 Target Date Fund | 38% | 0.42% | Capital Research and Management Company |
| 20 | American Funds 2045 Target Date Retirement Fund · AAHTX, RAHTX, RBHTX, RCHTX, RDHTX, REHTX, RFHTX, CCHTX, FATTX, FBHTX, RBHHX, RHHTX, FCHTX, TDFUX | 38% | 0.37% | Capital Research and Management Company |
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