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 IS 2035 Target Date Fund | 100% | 0.39% | Capital Research and Management Company |
| 2 | American Funds 2030 Target Date Retirement Fund · AAETX, RAETX, RBETX, RCETX, RDETX, REETX, RFETX, CCETX, FAETX, FBETX, RBEEX, RHETX, FCETX, TDFMX cheaper | 89% | 0.33% | Capital Research and Management Company |
| 3 | American Funds IS 2030 Target Date Fund | 89% | 0.38% | Capital Research and Management Company |
| 4 | American Funds 2040 Target Date Retirement Fund · AAGTX, RAKTX, RBKTX, RCKTX, RDGTX, REGTX, RFGTX, CCGTX, FAUTX, FBGTX, RBEKX, RHGTX, FCGTX, TDFOX | 84% | 0.36% | Capital Research and Management Company |
| 5 | American Funds IS 2040 Target Date Fund | 84% | 0.41% | Capital Research and Management Company |
| 6 | American Funds 2025 Target Date Retirement Income Fund · AADTX, RADTX, RBDTX, RCDTX, RDDTX, REDTX, RFDTX, CCDTX, FAPTX, FBDTX, RBEDX, RHDTX, FDDTX, TDLMX cheaper | 76% | 0.31% | Capital Research and Management Company |
| 7 | American Funds IS 2025 Target Date Fund | 75% | 0.36% | Capital Research and Management Company |
| 8 | American Funds IS 2045 Target Date Fund | 73% | 0.42% | Capital Research and Management Company |
| 9 | American Funds 2045 Target Date Retirement Fund · AAHTX, RAHTX, RBHTX, RCHTX, RDHTX, REHTX, RFHTX, CCHTX, FATTX, FBHTX, RBHHX, RHHTX, FCHTX, TDFUX | 73% | 0.37% | Capital Research and Management Company |
| 10 | American Funds 2020 Target Date Retirement Income Fund · AACTX, RACTX, RBCTX, RCCTX, RDCTX, RECTX, RRCTX, CCCTX, FAOTX, FBCTX, RBEHX, RHCTX, FCCTX, TDAMX cheaper | 70% | 0.30% | Capital Research and Management Company |
| 11 | American Funds IS 2020 Target Date Fund | 69% | 0.35% | Capital Research and Management Company |
| 12 | American Funds IS 2050 Target Date Fund | 67% | 0.42% | Capital Research and Management Company |
| 13 | American Funds 2050 Target Date Retirement Fund · AALTX, RAITX, RBITX, RCITX, RDITX, REITX, RFITX, CCITX, FAITX, FBITX, RBHEX, RHITX, DITFX, TDFYX | 67% | 0.37% | Capital Research and Management Company |
| 14 | American Funds College 2036 Fund · CCFAX, CTDCX, CTKEX, CTAFX, TCDTX, CTAHX, CTAKX | 66% | 0.40% | Capital Research and Management Company |
| 15 | American Funds 2055 Target Date Retirement Fund · AAMTX, RAMTX, RBMTX, RCMTX, RDJTX, REKTX, RFKTX, CCJTX, FAJTX, FBJTX, RBEMX, RHJTX, FCJTX, TDFWX | 61% | 0.38% | Capital Research and Management Company |
| 16 | American Funds IS 2055 Target Date Fund | 61% | 0.43% | Capital Research and Management Company |
| 17 | American Funds College 2033 Fund · CTLAX, CTLCX, CTLEX, CTLFX, TCFFX, FCCFX, FTCFX | 59% | 0.37% | Capital Research and Management Company |
| 18 | American Funds 2015 Target Date Retirement Income Fund · RCJTX, RDBTX, REJTX, AABTX, RAJTX, RBJTX, RFJTX, CCBTX, FAKTX, FBBTX, RBEJX, RHBTX, FDBTX, TDQMX cheaper | 59% | 0.30% | Capital Research and Management Company |
| 19 | American Funds IS 2015 Target Date Fund | 59% | 0.35% | Capital Research and Management Company |
| 20 | American Funds College 2039 Fund · FCFGX, CTDFX, CTAEX, FTDHX, CDJAX, TCATX, CTJCX | 58% | 0.43% | Capital Research and Management Company |
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