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 264 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | AABTX vs FCQTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | AABTX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | AABTX vs PMTIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | AABTX vs PLTZX | |
| 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 72. There are 58 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | AABTX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | AABTX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | AABTX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | AABTX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | AABTX vs URTRX |
Top Performing AABTX Alternatives (YTD)
AABTX is at 4.44% YTD. There are 561 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | AABTX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | AABTX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | AABTX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | AABTX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | AABTX vs FQLSX |
Lowest Volatility Alternatives to AABTX
AABTX has 5.36% 1-year volatility. There are 35 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | AABTX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | AABTX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | AABTX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | AABTX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | AABTX vs DRIQX |
Lowest Drawdown Alternatives to AABTX
AABTX has a 1-year max drawdown of -4.74%. There are 104 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 | AABTX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | AABTX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | AABTX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | AABTX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | AABTX vs PRMYX |
Other Mutual Funds from American Funds
The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.
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.
Compare AABTX with Any Fund or Stock
Compare AABTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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