AAATX Mutual Fund

NAV$12.85

AUM$541M

TER0.59%

Holdings16

See how much of AAATX you already own

Just $25 once·$99/mo·Download sample

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AAATX Mutual Fund

NAV$12.85

American Funds 2010 Target Date Retirement Income Fund Class A

AUM$541M

TER0.59%

Holdings16

See how much of AAATX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

AAATX Mutual Fund Overlap Analysis

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

AAATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, AAATX may share significant positions with broad-market funds.

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