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 Growth Portfolio · RGWFX, RGWGX, GWPAX, GWPCX, GWPFX, GWPEX, CGPAX, CGPCX, CGPEX, CGPFX, RGWAX, RGWBX, RGPCX, RGWEX, RBGEX, RGSFX, GWPDX, TPGTX, TGGPX, CGQGX, FPGGX, CGRGX, FGPGX cheaper | 55% | 0.38% | Capital Research and Management Company |
| 2 | PFG American Funds Growth Strategy Fund diff. adviser | 54% | 2.33% | Pacific Financial Group, LLC |
| 3 | American Funds IS 2070 Target Date Fund cheaper | 50% | 0.43% | Capital Research and Management Company |
| 4 | American Funds IS 2065 Target Date Fund cheaper | 50% | 0.43% | Capital Research and Management Company |
| 5 | American Funds IS 2060 Target Date Fund cheaper | 50% | 0.43% | Capital Research and Management Company |
| 6 | American Funds 2060 Target Date Retirement Fund · AANTX, RDKTX, REMTX, RFUTX, CCKTX, FAWTX, FBKTX, RANTX, RBNTX, RBENX, RCNTX, RHKTX, FCKTX, TDSSX cheaper | 50% | 0.39% | Capital Research and Management Company |
| 7 | American Funds 2070 Target Date Retirement Fund · TDABX, RFBFX, RAAJX, REAGX, RCAEX, RCADX, AAFJX, RAABX, RAADX, FCBEX, FBAJX, FATSX, CCGDX, RBAHX cheaper | 50% | 0.39% | Capital Research and Management Company |
| 8 | American Funds 2065 Target Date Retirement Fund · TDTTX, RFVTX, RHLTX, REOTX, RDLTX, RCPTX, AAOTX, RBOTX, RAQTX, FCQTX, FBMTX, FAXTX, CCLTX, RBEOX cheaper | 50% | 0.39% | Capital Research and Management Company |
| 9 | American Funds IS 2055 Target Date Fund cheaper | 49% | 0.43% | Capital Research and Management Company |
| 10 | American Funds 2055 Target Date Retirement Fund · AAMTX, RAMTX, RBMTX, RCMTX, RDJTX, REKTX, RFKTX, CCJTX, FAJTX, FBJTX, RBEMX, RHJTX, FCJTX, TDFWX cheaper | 49% | 0.38% | Capital Research and Management Company |
| 11 | American Funds College 2042 Fund · CAAZX, TAAWX, DAAGX, CABAX, CAAVX, CABCX, CAAWX | 47% | 0.45% | Capital Research and Management Company |
| 12 | American Funds 2050 Target Date Retirement Fund · AALTX, RAITX, RBITX, RCITX, RDITX, REITX, RFITX, CCITX, FAITX, FBITX, RBHEX, RHITX, DITFX, TDFYX cheaper | 46% | 0.37% | Capital Research and Management Company |
| 13 | American Funds IS 2050 Target Date Fund cheaper | 46% | 0.42% | Capital Research and Management Company |
| 14 | American Funds 2045 Target Date Retirement Fund · AAHTX, RAHTX, RBHTX, RCHTX, RDHTX, REHTX, RFHTX, CCHTX, FATTX, FBHTX, RBHHX, RHHTX, FCHTX, TDFUX cheaper | 43% | 0.37% | Capital Research and Management Company |
| 15 | American Funds IS 2045 Target Date Fund cheaper | 43% | 0.42% | Capital Research and Management Company |
| 16 | American Funds College 2039 Fund · FCFGX, CTDFX, CTAEX, FTDHX, CDJAX, TCATX, CTJCX cheaper | 37% | 0.43% | Capital Research and Management Company |
| 17 | American Funds IS 2040 Target Date Fund cheaper | 35% | 0.41% | Capital Research and Management Company |
| 18 | American Funds 2040 Target Date Retirement Fund · AAGTX, RAKTX, RBKTX, RCKTX, RDGTX, REGTX, RFGTX, CCGTX, FAUTX, FBGTX, RBEKX, RHGTX, FCGTX, TDFOX cheaper | 35% | 0.36% | Capital Research and Management Company |
| 19 | 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 | 35% | 0.34% | Capital Research and Management Company |
| 20 | LVIP American Global Growth Allocation Managed Risk Fund diff. adviser | 31% | 0.63% | Lincoln Financial Investments Corporation |
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