AAATX Alternatives & Similar Mutual Funds

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
PMTIX	Principal LifeTime 2030 Fund	0.01%	—	Feb 2001	AAATX vs PMTIX
PLTZX	Principal LifeTime 2060 Fund	0.01%	—	Feb 2013	AAATX vs PLTZX
LTFIX	Principal LifeTime 2055 Fund	0.01%	—	Feb 2008	AAATX vs LTFIX
FCQTX	American Funds 2065 Target Date Retirement Fund	0.01%	—	Mar 2020	AAATX vs FCQTX
PPLIX	Principal LifeTime 2050 Fund	0.01%	—	Feb 2001	AAATX vs PPLIX

Best Risk-Adjusted Alternatives to AAATX

AAATX has a PortfoliosLab risk / return rank of 62. There are 385 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.

Symbol	Name	Risk / Return Rank	AUM	Inception
PADLX	Putnam Retirement Advantage Maturity Fund	86	—	Dec 2019	AAATX vs PADLX
FIRVX	Fidelity Managed Retirement 2020 Fund	86	—	Dec 2007	AAATX vs FIRVX
FRKMX	Fidelity Managed Retirement Income Fund Class K	86	—	Aug 2019	AAATX vs FRKMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	86	—	Aug 2019	AAATX vs FRHMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	85	—	Aug 2007	AAATX vs FRAMX

Top Performing AAATX Alternatives (YTD)

AAATX is at 4.08% YTD. There are 639 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.

Symbol	Name	YTD Return	AUM	Inception
FRKMX	Fidelity Managed Retirement Income Fund Class K	15,640,638.04%	—	Aug 2019	AAATX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	1,644,791.35%	—	Aug 2007	AAATX vs FRAMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	1,464,383.96%	—	Aug 2019	AAATX vs FRHMX
FIRVX	Fidelity Managed Retirement 2020 Fund	1,440,933.92%	—	Dec 2007	AAATX vs FIRVX
FWLSX	Fidelity Flex Freedom Blend 2060 Fund	14.17%	—	Jun 2017	AAATX vs FWLSX

Lowest Volatility Alternatives to AAATX

AAATX has 4.96% 1-year volatility. There are 19 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.

Symbol	Name	Volatility 1Y	AUM	Inception
TDIFX	Dimensional Retirement Income Fund	3.50%	—	Nov 2015	AAATX vs TDIFX
FRQIX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.32%	—	Aug 2007	AAATX vs FRQIX
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	4.32%	—	Aug 2007	AAATX vs FRIMX
FRQAX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.33%	—	Aug 2007	AAATX vs FRQAX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.35%	—	Oct 2009	AAATX vs FIKFX

Lowest Drawdown Alternatives to AAATX

AAATX has a 1-year max drawdown of -4.42%. There are 85 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
TDIFX	Dimensional Retirement Income Fund	-2.61%	—	Nov 2015	AAATX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	-3.32%	—	Oct 2009	AAATX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	AAATX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	-3.41%	—	Aug 2019	AAATX vs FRQHX
FRKMX	Fidelity Managed Retirement Income Fund Class K	-3.42%	—	Aug 2019	AAATX vs FRKMX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	79	9.44%	—	Jul 1975	AAATX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	40	10.50%	—	Jan 1934	AAATX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	39	8.07%	—	Jul 1952	AAATX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	24	9.06%	—	Dec 1973	AAATX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	37	10.66%	—	May 2009	AAATX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	62	14.17%	—	Aug 1978	AAATX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	24	6.76%	—	Mar 1973	AAATX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	24	9.00%	—	Dec 1973	AAATX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	55	6.96%	—	Dec 1973	AAATX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	20	6.73%	—	Jan 1967	AAATX vs AMCPX

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FXAIX	Fidelity 500 Index Fund	S&P 500	63	11.06%	—	Feb 1988	AAATX vs FXAIX
AADTX	American Funds 2025 Target Date Retirement Fund	Target Retirement Date	57	5.11%	—	Jan 2007	AAATX vs AADTX
ASTEX	American Funds Short-Term Tax Exempt Bond Fund	Municipal Bonds	80	1.12%	—	Aug 2009	AAATX vs ASTEX
LTEBX	American Funds Limited Term Tax-Exempt Bond Fund	Municipal Bonds	64	0.88%	—	Oct 1993	AAATX vs LTEBX
VOO	Vanguard S&P 500 ETF	S&P 500	66	10.45%	1.70T	Sep 2010	AAATX vs VOO
MGK	Vanguard Mega Cap Growth ETF	Large Cap Growth Equities	34	6.42%	35.00B	Dec 2007	AAATX vs MGK
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	86	20.66%	98.55B	Oct 2011	AAATX vs SCHD
VTWNX	Vanguard Target Retirement 2020 Fund	Target Retirement Date, Diversified Portfolio	65	4.63%	34.70B	Jun 2006	AAATX vs VTWNX
LIRIX	BlackRock LifePath Index Retirement Fund	Target Retirement Date	75	5.37%	—	May 2011	AAATX vs LIRIX
DRIKX	Dimensional 2055 Target Date Retirement Income Fun...	Target Retirement Date	77	11.90%	—	Nov 2015	AAATX vs DRIKX
XEQT.TO	iShares Core Equity ETF Portfolio	Global Equities	86	13.91%	20.34B	Aug 2019	AAATX vs XEQT.TO
FDKPX	Fidelity Advisor Freedom 2060 Fund Class A	Target Retirement Date	55	12.58%	—	Aug 2014	AAATX vs FDKPX
SSFNX	State Street Target Retirement Fund	Target Retirement Date	84	5.22%	—	Sep 2014	AAATX vs SSFNX
FRQKX	Fidelity Managed Retirement 2010 Fund Class K	Target Retirement Date	83	3.66%	—	Aug 2019	AAATX vs FRQKX
FVTKX	Fidelity Freedom 2060 Fund Class K6	Target Retirement Date	72	14.16%	—	Aug 2014	AAATX vs FVTKX
PDAHX	Prudential Day One Income Fund	Target Retirement Date	82	5.04%	—	Dec 2016	AAATX vs PDAHX
FYTKX	Fidelity Freedom Income Fund Class K6	Target Retirement Date	72	4.67%	—	Oct 1996	AAATX vs FYTKX
SSBRX	State Street Target Retirement 2025 Fund	Target Retirement Date	81	6.34%	—	Sep 2014	AAATX vs SSBRX
URINX	USAA Target Retirement Income Fund	Target Retirement Date	81	5.97%	—	Jul 2008	AAATX vs URINX
FFFAX	Fidelity Freedom Income Fund	Target Retirement Date	68	4.56%	—	Oct 1996	AAATX vs FFFAX

Compare AAATX with Any Fund or Stock

Compare AAATX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

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

American Funds 2010 Target Date Retirement Fund (AAATX) Alternatives