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 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 | 14% | 0.34% | Capital Research and Management Company |
| 2 | American Funds Global Growth Portfolio · PGGAX, GGPCX, PGGFX, PGWFX, CPGAX, CPGCX, CGGEX, CGGFX, RGGAX, RGGBX, RGLCX, RGGEX, RGGFX, RGGGX, REBGX, RGTFX, PGXFX, TGPPX, TPGGX, CGGGX, FGGPX, FGPPX, CGHGX | 14% | 0.45% | Capital Research and Management Company |
| 3 | American Funds Moderate Growth and Income Portfolio · BLPAX, BLPCX, BLPFX, BLPEX, CBAAX, CBPCX, CBAEX, CBAFX, RBAAX, RBABX, RBACX, RBAEX, RBAFX, RBAGX, RBBEX, RGPFX, BLPDX, TBPBX, TBBPX, CBAGX, CBBGX, FPPBX, FBBPX | 10% | 0.35% | 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 cheaper | 10% | 0.32% | Capital Research and Management Company |
| 5 | American Funds College 2042 Fund · CAAZX, TAAWX, DAAGX, CABAX, CAAVX, CABCX, CAAWX | 10% | 0.45% | Capital Research and Management Company |
| 6 | American Funds College 2039 Fund · FCFGX, CTDFX, CTAEX, FTDHX, CDJAX, TCATX, CTJCX | 9% | 0.43% | Capital Research and Management Company |
| 7 | American Funds College 2036 Fund · CCFAX, CTDCX, CTKEX, CTAFX, TCDTX, CTAHX, CTAKX | 9% | 0.40% | Capital Research and Management Company |
| 8 | American Funds 2060 Target Date Retirement Fund · AANTX, RDKTX, REMTX, RFUTX, CCKTX, FAWTX, FBKTX, RANTX, RBNTX, RBENX, RCNTX, RHKTX, FCKTX, TDSSX | 8% | 0.39% | Capital Research and Management Company |
| 9 | American Funds 2065 Target Date Retirement Fund · TDTTX, RFVTX, RHLTX, REOTX, RDLTX, RCPTX, AAOTX, RBOTX, RAQTX, FCQTX, FBMTX, FAXTX, CCLTX, RBEOX | 8% | 0.39% | Capital Research and Management Company |
| 10 | American Funds IS 2070 Target Date Fund | 8% | 0.43% | Capital Research and Management Company |
| 11 | American Funds IS 2060 Target Date Fund | 8% | 0.43% | Capital Research and Management Company |
| 12 | American Funds IS 2065 Target Date Fund | 8% | 0.43% | Capital Research and Management Company |
| 13 | American Funds 2070 Target Date Retirement Fund · TDABX, RFBFX, RAAJX, REAGX, RCAEX, RCADX, AAFJX, RAABX, RAADX, FCBEX, FBAJX, FATSX, CCGDX, RBAHX | 8% | 0.39% | Capital Research and Management Company |
| 14 | American Funds 2055 Target Date Retirement Fund · AAMTX, RAMTX, RBMTX, RCMTX, RDJTX, REKTX, RFKTX, CCJTX, FAJTX, FBJTX, RBEMX, RHJTX, FCJTX, TDFWX | 8% | 0.38% | Capital Research and Management Company |
| 15 | American Funds IS 2055 Target Date Fund | 8% | 0.43% | Capital Research and Management Company |
| 16 | American Funds 2050 Target Date Retirement Fund · AALTX, RAITX, RBITX, RCITX, RDITX, REITX, RFITX, CCITX, FAITX, FBITX, RBHEX, RHITX, DITFX, TDFYX | 7% | 0.37% | Capital Research and Management Company |
| 17 | American Funds IS 2050 Target Date Fund | 7% | 0.42% | Capital Research and Management Company |
| 18 | American Funds 2045 Target Date Retirement Fund · AAHTX, RAHTX, RBHTX, RCHTX, RDHTX, REHTX, RFHTX, CCHTX, FATTX, FBHTX, RBHHX, RHHTX, FCHTX, TDFUX | 7% | 0.37% | Capital Research and Management Company |
| 19 | American Funds Conservative Growth and Income Portfolio · INPAX, INPCX, INPFX, INPEX, CIPAX, CIPCX, CIPEX, CIPFX, RNCAX, RINBX, RNCCX, RINEX, RINFX, RINGX, RNBEX, RGOFX, INPDX, TPTPX, TTPPX, CIPGX, FPTPX, FTPPX, CIQGX cheaper | 7% | 0.31% | Capital Research and Management Company |
| 20 | American Funds IS 2045 Target Date Fund | 7% | 0.42% | Capital Research and Management Company |
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