AABTX Mutual Fund

NAV$13.28

AUM$959M

TER0.61%

Holdings18

See how much of AABTX you already own

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AABTX Mutual Fund

NAV$13.28

American Funds 2015 Target Date Retirement Income Fund Class A

AUM$959M

TER0.61%

Holdings18

See how much of AABTX 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 AABTX 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 AABTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AABTX Mutual Fund Overlap Analysis

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

AABTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, AABTX may share significant positions with broad-market funds.

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