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 | |
|---|---|---|---|---|---|
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | AABTX vs PTDIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | AABTX vs LTFIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | AABTX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | AABTX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | AABTX vs PLTZX |
Best Risk-Adjusted Alternatives to AABTX
AABTX has a PortfoliosLab risk / return rank of 61. There are 483 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | AABTX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | AABTX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | AABTX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | AABTX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | AABTX vs FRAMX |
Top Performing AABTX Alternatives (YTD)
AABTX is at 4.12% YTD. There are 648 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 | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | AABTX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | AABTX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | AABTX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | AABTX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 15.07% | — | Jun 2019 | AABTX vs FFSZX |
Lowest Volatility Alternatives to AABTX
AABTX has 5.36% 1-year volatility. There are 56 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.56% | — | Nov 2015 | AABTX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | AABTX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.29% | — | Oct 2009 | AABTX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.31% | — | Oct 2009 | AABTX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | Aug 2007 | AABTX vs FRIMX |
Lowest Drawdown Alternatives to AABTX
AABTX has a 1-year max drawdown of -4.74%. There are 124 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 Income Fund Investor Class | -3.32% | — | Oct 2009 | AABTX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | AABTX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | AABTX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | AABTX vs FRQKX |
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