AAFJX Mutual Fund
NAV$14.06
TER0.77%
Holdings17
AAFJX Mutual Fund
NAV$14.06
American Funds 2070 Target Date Retirement Fund Class A
TER0.77%
Holdings17
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AAFJX Mutual Fund Overlap Analysis
AAFJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AAFJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, AAFJX may share significant positions with broad-market funds.
AAFJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AAFJX tax-loss harvesting finds highly correlated but non-identical funds.