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 2033 Fund · CTLAX, CTLCX, CTLEX, CTLFX, TCFFX, FCCFX, FTCFX | 62% | 0.37% | Capital Research and Management Company |
| 2 | American Funds Retirement Income Portfolio - Conservative · NAARX, RMRPX, RQRPX, RTRPX, NGCRX, FAFWX, FDFWX, RARPX, RDRPX, RGRPX, RJRPX, RROPX, FICWX, TFACX cheaper | 60% | 0.30% | Capital Research and Management Company |
| 3 | American Funds Retirement Income Portfolio - Moderate · NBARX, NBCRX, FBFWX, FHFWX, RBRPX, RERPX, RHRPX, RKRPX, RNRPX, RRRPX, RURPX, RRPPX, FIMWX, TAFNX | 59% | 0.31% | Capital Research and Management Company |
| 4 | American Funds Retirement Income Portfolio - Enhanced · NDARX, NDCRX, FCFWX, FGFWX, RCRPX, RFRPX, RIRPX, RLRPX, RPRPX, RXRPX, RVRPX, RRQPX, FIEWX, TAFEX | 59% | 0.32% | Capital Research and Management Company |
| 5 | American Funds College 2036 Fund · CCFAX, CTDCX, CTKEX, CTAFX, TCDTX, CTAHX, CTAKX | 52% | 0.40% | Capital Research and Management Company |
| 6 | American Funds IS 2015 Target Date Fund | 50% | 0.35% | Capital Research and Management Company |
| 7 | American Funds 2015 Target Date Retirement Income Fund · RCJTX, RDBTX, REJTX, AABTX, RAJTX, RBJTX, RFJTX, CCBTX, FAKTX, FBBTX, RBEJX, RHBTX, FDBTX, TDQMX cheaper | 50% | 0.30% | Capital Research and Management Company |
| 8 | American Funds IS 2020 Target Date Fund | 50% | 0.35% | Capital Research and Management Company |
| 9 | American Funds 2020 Target Date Retirement Income Fund · AACTX, RACTX, RBCTX, RCCTX, RDCTX, RECTX, RRCTX, CCCTX, FAOTX, FBCTX, RBEHX, RHCTX, FCCTX, TDAMX cheaper | 50% | 0.30% | Capital Research and Management Company |
| 10 | American Funds College 2030 Fund · CTHAX, CTYCX, CTHEX, CTHFX, TAFCX, FTFCX, FDFCX | 49% | 0.35% | Capital Research and Management Company |
| 11 | American Funds IS 2025 Target Date Fund | 47% | 0.36% | Capital Research and Management Company |
| 12 | American Funds 2025 Target Date Retirement Income Fund · AADTX, RADTX, RBDTX, RCDTX, RDDTX, REDTX, RFDTX, CCDTX, FAPTX, FBDTX, RBEDX, RHDTX, FDDTX, TDLMX | 47% | 0.31% | Capital Research and Management Company |
| 13 | American Funds 2010 Target Date Retirement Income Fund · AAATX, RAATX, RBATX, RCATX, RDATX, REATX, RFTTX, CCATX, FAATX, FBATX, RBEAX, RHATX, DJTFX, TDMMX cheaper | 46% | 0.28% | Capital Research and Management Company |
| 14 | American Funds IS 2010 Target Date Fund | 46% | 0.34% | Capital Research and Management Company |
| 15 | PFG American Funds Conservative Income Strategy Fund diff. adviser | 40% | 2.22% | Pacific Financial Group, LLC |
| 16 | American Funds IS 2030 Target Date Fund | 39% | 0.38% | Capital Research and Management Company |
| 17 | American Funds 2030 Target Date Retirement Fund · AAETX, RAETX, RBETX, RCETX, RDETX, REETX, RFETX, CCETX, FAETX, FBETX, RBEEX, RHETX, FCETX, TDFMX | 39% | 0.33% | Capital Research and Management Company |
| 18 | LVIP American Balanced Allocation Fund diff. adviser | 39% | 0.57% | Lincoln Financial Investments Corporation |
| 19 | LVIP American Global Balanced Allocation Managed Risk Fund diff. adviser | 38% | 0.59% | Lincoln Financial Investments Corporation |
| 20 | 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 | 37% | 0.34% | Capital Research and Management Company |
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