AAFTX Mutual Fund
NAV$22.35
TER0.67%
Holdings24
AAFTX Mutual Fund
NAV$22.35
American Funds 2035 Target Date Retirement Fund Class A
TER0.67%
Holdings24
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AAFTX Mutual Fund Overlap Analysis
AAFTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AAFTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, AAFTX may share significant positions with broad-market funds.
AAFTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AAFTX tax-loss harvesting finds highly correlated but non-identical funds.