AAGTX Mutual Fund

NAV$25.00

TER0.68%

Holdings26

AAGTX Mutual Fund

NAV$25.00

American Funds 2040 Target Date Retirement Fund Class A

TER0.68%

Holdings26

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Holdings Overlap Analysis

Compare AAGTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings AAGTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AAGTX Mutual Fund Overlap Analysis

AAGTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

AAGTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, AAGTX may share significant positions with broad-market funds.

AAGTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AAGTX tax-loss harvesting finds highly correlated but non-identical funds.