AACTX Mutual Fund

NAV$15.01

AUM$2.1B

TER0.61%

Holdings21

See how much of AACTX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

AACTX Mutual Fund

NAV$15.01

American Funds 2020 Target Date Retirement Income Fund Class A

AUM$2.1B

TER0.61%

Holdings21

See how much of AACTX 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 AACTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

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

AACTX Mutual Fund Overlap Analysis

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

AACTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, AACTX may share significant positions with broad-market funds.

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