American Century One Choice Blend+ 2060 Portfolio (AAEFX) 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 AAEFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AAEFX
AAEFX charges 0.58% annually. There are 468 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 2045 Fund | 0.01% | — | Feb 2008 | AAEFX vs LTRIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | AAEFX vs LTFIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | AAEFX vs PTDIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | AAEFX vs JIEHX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | AAEFX vs FCQTX |
Best Risk-Adjusted Alternatives to AAEFX
AAEFX has a PortfoliosLab risk / return rank of 62. There are 465 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 | AAEFX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | AAEFX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | AAEFX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | AAEFX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | AAEFX vs FRHMX |
Top Performing AAEFX Alternatives (YTD)
AAEFX is at 10.61% YTD. There are 255 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 | AAEFX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | AAEFX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | AAEFX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | AAEFX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.76% | — | Aug 2014 | AAEFX vs FVTKX |
Lowest Volatility Alternatives to AAEFX
AAEFX has 12.48% 1-year volatility. There are 488 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.58% | — | Nov 2015 | AAEFX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | AAEFX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | AAEFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.32% | — | Oct 2009 | AAEFX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.36% | — | Aug 2007 | AAEFX vs FRIMX |
Lowest Drawdown Alternatives to AAEFX
AAEFX has a 1-year max drawdown of -9.32%. There are 519 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 | AAEFX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | AAEFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | AAEFX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | AAEFX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | AAEFX vs FRKMX |
Other Mutual Funds from American Century
The 10 most viewed American Century mutual funds shown here include TWCUX, TWCGX, BGEIX and span 6 categories. AUM among these funds goes as high as $27B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| American Century Ultra Fund | Large Cap Growth Equities | 17 | 3.79% | 26.59B | Nov 1981 | AAEFX vs TWCUX | |
| American Century Growth Fund | Large Cap Growth Equities | 19 | 3.14% | 14.71B | Jun 1971 | AAEFX vs TWCGX | |
| American Century Global Gold Fund | Gold, Precious Metals | 21 | -4.97% | 1.76B | Aug 1988 | AAEFX vs BGEIX | |
| American Century Investments Focused Dynamic Growt... | Large Cap Growth Equities | 24 | 3.87% | 2.12B | May 2006 | AAEFX vs ACFOX | |
| American Century Growth Fund G Class | Large Cap Growth Equities | 21 | 3.56% | — | Mar 2022 | AAEFX vs ACIHX | |
| American Century Select Fund | Large Cap Growth Equities | 24 | 3.42% | 6.39B | Jun 1971 | AAEFX vs TWCIX | |
| American Century Heritage Fund | Mid Cap Growth Equities | 5 | 5.49% | 5.37B | Nov 1987 | AAEFX vs TWHIX | |
| American Century California High Yield Municipal F... | Municipal Bonds | 71 | 2.21% | 1.62B | Dec 1986 | AAEFX vs BCHYX | |
| American Century Equity Income Fund | Large Cap Value Equities | 51 | 7.32% | 6.45B | Aug 1994 | AAEFX vs TWEIX | |
| American Century Disciplined Core Value Fund | Large Cap Value Equities | 84 | 12.70% | 1.99B | Dec 1990 | AAEFX vs BIGRX |
Often Compared With AAEFX
Investors most often compare AAEFX with FFSZX, FRQKX, PMTIX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare AAEFX with Any Fund or Stock
Compare AAEFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AAEFX with funds that move differently
American Century One Choice Blend+ 2060 Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AAEFX.
Explore AAEFX Diversifiers