AAOTX Mutual Fund

NAV$22.38

TER0.73%

Holdings17

AAOTX Mutual Fund

NAV$22.38

American Funds 2065 Target Date Retirement Fund Class A

TER0.73%

Holdings17

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Holdings Overlap Analysis

Compare AAOTX 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 AAOTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AAOTX Mutual Fund Overlap Analysis

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

AAOTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, AAOTX may share significant positions with broad-market funds.

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