AABTX Alternatives & Similar Mutual Funds

American Funds 2015 Target Date Retirement Fund (AABTX) 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 AABTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to AABTX

AABTX charges 0.33% annually. There are 262 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
LTIUX	Principal LifeTime 2035 Fund	0.01%	—	Feb 2008	AABTX vs LTIUX
LTSTX	Principal LifeTime 2025 Fund	0.01%	—	Feb 2008	AABTX vs LTSTX
LTFIX	Principal LifeTime 2055 Fund	0.01%	—	Feb 2008	AABTX vs LTFIX
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008	AABTX vs LTRIX
PPLIX	Principal LifeTime 2050 Fund	0.01%	—	Feb 2001	AABTX vs PPLIX

Best Risk-Adjusted Alternatives to AABTX

AABTX has a PortfoliosLab risk / return rank of 63. There are 361 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
FIRVX	Fidelity Managed Retirement 2020 Fund	86	—	Dec 2007	AABTX vs FIRVX
FRKMX	Fidelity Managed Retirement Income Fund Class K	86	—	Aug 2019	AABTX vs FRKMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	86	—	Aug 2019	AABTX vs FRHMX
PADLX	Putnam Retirement Advantage Maturity Fund	85	—	Dec 2019	AABTX vs PADLX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	85	—	Aug 2007	AABTX vs FRAMX

Top Performing AABTX Alternatives (YTD)

AABTX is at 4.44% YTD. There are 609 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	AABTX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	1,644,791.35%	—	Aug 2007	AABTX vs FRAMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	1,464,383.96%	—	Aug 2019	AABTX vs FRHMX
FIRVX	Fidelity Managed Retirement 2020 Fund	1,440,933.92%	—	Dec 2007	AABTX vs FIRVX
FVTKX	Fidelity Freedom 2060 Fund Class K6	13.86%	—	Aug 2014	AABTX vs FVTKX

Lowest Volatility Alternatives to AABTX

AABTX has 5.33% 1-year volatility. There are 47 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	AABTX vs TDIFX
FRQIX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.32%	—	Aug 2007	AABTX vs FRQIX
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	4.32%	—	Aug 2007	AABTX vs FRIMX
FRQAX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.33%	—	Aug 2007	AABTX vs FRQAX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.35%	—	Oct 2009	AABTX vs FIKFX

Lowest Drawdown Alternatives to AABTX

AABTX has a 1-year max drawdown of -4.74%. There are 123 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	AABTX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	-3.32%	—	Oct 2009	AABTX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	AABTX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	-3.41%	—	Aug 2019	AABTX vs FRQHX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	-3.42%	—	Aug 2019	AABTX vs FRHMX

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	80	9.50%	—	Jul 1975	AABTX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	40	10.11%	—	Jan 1934	AABTX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	41	7.82%	—	Jul 1952	AABTX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	24	8.96%	—	Dec 1973	AABTX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	37	10.72%	—	May 2009	AABTX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	64	13.97%	—	Aug 1978	AABTX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	24	6.73%	—	Mar 1973	AABTX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	24	8.90%	—	Dec 1973	AABTX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	57	6.80%	—	Dec 1973	AABTX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	20	6.63%	—	Jan 1967	AABTX vs AMCPX

Often Compared With AABTX

Investors most often compare AABTX with AADTX, PRFDX, AAETX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AADTX	American Funds 2025 Target Date Retirement Fund	Target Retirement Date	59	5.11%	—	Jan 2007	AABTX vs AADTX
PRFDX	T. Rowe Price Equity Income Fund	Large Cap Value Equities	82	15.36%	—	Oct 1985	AABTX vs PRFDX
AAETX	American Funds 2030 Target Date Retirement Fund	Target Retirement Date	52	5.84%	—	Jan 2007	AABTX vs AAETX
TRRHX	T. Rowe Price Retirement 2025 Fund	Target Retirement Date	14	6.52%	—	Feb 2004	AABTX vs TRRHX
MACPX	BlackRock Sustainable Balanced Fund	Diversified Portfolio	71	7.95%	—	Nov 1973	AABTX vs MACPX
NDARX	American Funds Retirement Income Portfolio - Enhan...	Diversified Portfolio	61	6.91%	—	Aug 2015	AABTX vs NDARX
VBINX	Vanguard Balanced Index Fund	Diversified Portfolio	66	6.94%	—	Nov 1992	AABTX vs VBINX
CAIBX	American Funds Capital Income Builder Class A	Diversified Portfolio	71	8.61%	—	Jul 1987	AABTX vs CAIBX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	83	20.06%	98.55B	Oct 2011	AABTX vs SCHD
FFSZX	Fidelity Freedom 2065 Fund Class K6	Target Retirement Date	71	13.82%	—	Jun 2019	AABTX vs FFSZX
GAIOX	American Funds Growth and Income Portfolio	Diversified Portfolio	48	8.70%	—	May 2012	AABTX vs GAIOX
VTWNX	Vanguard Target Retirement 2020 Fund	Target Retirement Date, Diversified Portfolio	65	4.52%	34.70B	Jun 2006	AABTX vs VTWNX
FYTKX	Fidelity Freedom Income Fund Class K6	Target Retirement Date	72	4.67%	—	Oct 1996	AABTX vs FYTKX
VTINX	Vanguard Target Retirement Income Fund	Target Retirement Date, Diversified Portfolio	63	4.11%	36.30B	Oct 2003	AABTX vs VTINX
FIRMX	Fidelity Managed Retirement Income Fund	Target Retirement Date	82	3.60%	—	Aug 2007	AABTX vs FIRMX
FRQKX	Fidelity Managed Retirement 2010 Fund Class K	Target Retirement Date	83	3.66%	—	Aug 2019	AABTX vs FRQKX
URINX	USAA Target Retirement Income Fund	Target Retirement Date	81	5.89%	—	Jul 2008	AABTX vs URINX
FCTKX	Fidelity Freedom 2055 Fund Class K6	Target Retirement Date	72	13.83%	—	Jun 2011	AABTX vs FCTKX
DTDRX	Dimensional 2065 Target Date Retirement Income Fun...	Target Retirement Date	78	11.52%	—	Jan 2020	AABTX vs DTDRX
PTDIX	Principal LifeTime 2040 Fund	Target Retirement Date	42	7.14%	—	Feb 2001	AABTX vs PTDIX

Compare AABTX with Any Fund or Stock

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

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Pair AABTX with funds that move differently

American Funds 2015 Target Date Retirement Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AABTX.

Explore AABTX Diversifiers

American Funds 2015 Target Date Retirement Fund (AABTX) Alternatives