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 College Enrollment Fund · CENAX, CENCX, CENEX, CENFX, TCADX, FTAOX, FAADX | 71% | 0.34% | Capital Research and Management Company |
| 2 | LVIP American Preservation Fund diff. adviser | 68% | 0.51% | Lincoln Financial Investments Corporation |
| 3 | American Funds College 2027 Fund · CTSFX, CSTAX, CTSCX, CTSEX, TAFAX, FFCFX, FFCTX | 57% | 0.34% | Capital Research and Management Company |
| 4 | PFG American Funds Conservative Income Strategy Fund diff. adviser | 40% | 2.22% | Pacific Financial Group, LLC |
| 5 | American Funds IS 2010 Target Date Fund | 21% | 0.34% | Capital Research and Management Company |
| 6 | American Funds 2010 Target Date Retirement Income Fund · AAATX, RAATX, RBATX, RCATX, RDATX, REATX, RFTTX, CCATX, FAATX, FBATX, RBEAX, RHATX, DJTFX, TDMMX | 21% | 0.28% | Capital Research and Management Company |
| 7 | American Funds College 2030 Fund · CTHAX, CTYCX, CTHEX, CTHFX, TAFCX, FTFCX, FDFCX | 19% | 0.35% | Capital Research and Management Company |
| 8 | American Funds IS 2015 Target Date Fund | 15% | 0.35% | Capital Research and Management Company |
| 9 | American Funds 2015 Target Date Retirement Income Fund · RCJTX, RDBTX, REJTX, AABTX, RAJTX, RBJTX, RFJTX, CCBTX, FAKTX, FBBTX, RBEJX, RHBTX, FDBTX, TDQMX | 15% | 0.30% | Capital Research and Management Company |
| 10 | American Funds IS 2020 Target Date Fund | 8% | 0.35% | Capital Research and Management Company |
| 11 | American Funds 2020 Target Date Retirement Income Fund · AACTX, RACTX, RBCTX, RCCTX, RDCTX, RECTX, RRCTX, CCCTX, FAOTX, FBCTX, RBEHX, RHCTX, FCCTX, TDAMX | 8% | 0.30% | Capital Research and Management Company |
| 12 | American Funds IS 2025 Target Date Fund | 6% | 0.36% | Capital Research and Management Company |
| 13 | American Funds 2025 Target Date Retirement Income Fund · AADTX, RADTX, RBDTX, RCDTX, RDDTX, REDTX, RFDTX, CCDTX, FAPTX, FBDTX, RBEDX, RHDTX, FDDTX, TDLMX | 6% | 0.31% | Capital Research and Management Company |
| 14 | American Funds IS 2030 Target Date Fund | 5% | 0.38% | Capital Research and Management Company |
| 15 | American Funds 2030 Target Date Retirement Fund · AAETX, RAETX, RBETX, RCETX, RDETX, REETX, RFETX, CCETX, FAETX, FBETX, RBEEX, RHETX, FCETX, TDFMX | 5% | 0.33% | Capital Research and Management Company |
| 16 | American Funds Retirement Income Portfolio - Conservative · NAARX, RMRPX, RQRPX, RTRPX, NGCRX, FAFWX, FDFWX, RARPX, RDRPX, RGRPX, RJRPX, RROPX, FICWX, TFACX | 5% | 0.30% | Capital Research and Management Company |
| 17 | American Funds IS 2035 Target Date Fund | 4% | 0.39% | Capital Research and Management Company |
| 18 | American Funds 2035 Target Date Retirement Fund · AAFTX, RAFTX, RBFTX, RCFTX, RDFTX, REFTX, RFFTX, CCFTX, FAQTX, FBFTX, RBEFX, RHFTX, FDFTX, TDFHX | 3% | 0.34% | Capital Research and Management Company |
| 19 | American Funds College 2033 Fund · CTLAX, CTLCX, CTLEX, CTLFX, TCFFX, FCCFX, FTCFX | 3% | 0.37% | Capital Research and Management Company |
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