American Funds 2010 Target Date Retirement Fund (AAATX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AAATX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AAATX
AAATX charges 0.34% annually. There are 277 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | AAATX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | AAATX vs LTFIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | AAATX vs JIEHX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | AAATX vs LTSTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | AAATX vs LTRIX |
Best Risk-Adjusted Alternatives to AAATX
AAATX has a PortfoliosLab risk / return rank of 65. There are 407 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | AAATX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | AAATX vs SSFNX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 86 | — | Jan 2020 | AAATX vs DTDRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 86 | — | Nov 2015 | AAATX vs DRILX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | AAATX vs PDAHX |
Top Performing AAATX Alternatives (YTD)
AAATX is at 3.76% YTD. There are 663 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock LifePath Dynamic 2060 Fund | 13.44% | — | May 2017 | AAATX vs LPDIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.43% | — | Jun 2017 | AAATX vs FWLSX | |
| BlackRock LifePath Dynamic 2055 Fund | 13.41% | — | Jun 2010 | AAATX vs LPVIX | |
| Fidelity Flex Freedom Blend 2055 Fund | 13.34% | — | Jun 2017 | AAATX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 13.32% | — | Jun 2019 | AAATX vs FDFPX |
Lowest Volatility Alternatives to AAATX
AAATX has 4.81% 1-year volatility. There are 42 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.34% | — | Nov 2015 | AAATX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.99% | — | Oct 2009 | AAATX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.02% | — | Oct 2009 | AAATX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.15% | — | Aug 2019 | AAATX vs FRQHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.15% | — | Aug 2007 | AAATX vs FRIMX |
Lowest Drawdown Alternatives to AAATX
AAATX has a 1-year max drawdown of -4.42%. There are 86 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | AAATX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | AAATX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | AAATX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | AAATX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | AAATX vs FRQKX |
Other Mutual Funds from American Funds
The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, RGAGX and span 6 categories.
Often Compared With AAATX
Investors most often compare AAATX with FXAIX, AADTX, ASTEX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare AAATX with Any Fund or Stock
Compare AAATX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AAATX with funds that move differently
American Funds 2010 Target Date Retirement Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AAATX.
Explore AAATX Diversifiers