AAFTX Alternatives & Similar Mutual Funds

American Funds 2035 Target Date Retirement Fund (AAFTX) 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 AAFTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to AAFTX

AAFTX 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
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008	AAFTX vs LTRIX
PTDIX	Principal LifeTime 2040 Fund	0.01%	—	Feb 2001	AAFTX vs PTDIX
JIEHX	John Hancock Funds Multi-Index 2060 Lifetime Portf...	0.01%	—	Mar 2016	AAFTX vs JIEHX
JRLVX	John Hancock Funds Multi-Index 2045 Lifetime Portf...	0.01%	—	Nov 2013	AAFTX vs JRLVX
JLKYX	John Hancock Funds Multi-Index 2055 Lifetime Portf...	0.01%	—	Mar 2014	AAFTX vs JLKYX

Best Risk-Adjusted Alternatives to AAFTX

AAFTX has a PortfoliosLab risk / return rank of 52. There are 594 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
PADLX	Putnam Retirement Advantage Maturity Fund	87	—	Dec 2019	AAFTX vs PADLX
FIRVX	Fidelity Managed Retirement 2020 Fund	84	—	Dec 2007	AAFTX vs FIRVX
FRKMX	Fidelity Managed Retirement Income Fund Class K	84	—	Aug 2019	AAFTX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	84	—	Aug 2007	AAFTX vs FRAMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	84	—	Aug 2019	AAFTX vs FRHMX

Top Performing AAFTX Alternatives (YTD)

AAFTX is at 6.57% YTD. There are 468 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	AAFTX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	1,644,791.35%	—	Aug 2007	AAFTX vs FRAMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	1,464,383.96%	—	Aug 2019	AAFTX vs FRHMX
FIRVX	Fidelity Managed Retirement 2020 Fund	1,440,933.92%	—	Dec 2007	AAFTX vs FIRVX
FVTKX	Fidelity Freedom 2060 Fund Class K6	14.76%	—	Aug 2014	AAFTX vs FVTKX

Lowest Volatility Alternatives to AAFTX

AAFTX has 8.96% 1-year volatility. There are 262 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
TDIFX	Dimensional Retirement Income Fund	3.58%	—	Nov 2015	AAFTX vs TDIFX
LTTIX	MFS Lifetime 2025 Fund	4.18%	—	Nov 2012	AAFTX vs LTTIX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.31%	—	Oct 2009	AAFTX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.32%	—	Oct 2009	AAFTX vs FFGZX
FIRMX	Fidelity Managed Retirement Income Fund	4.36%	—	Aug 2007	AAFTX vs FIRMX

Lowest Drawdown Alternatives to AAFTX

AAFTX has a 1-year max drawdown of -6.99%. There are 294 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	AAFTX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	-3.32%	—	Oct 2009	AAFTX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	AAFTX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	-3.41%	—	Aug 2019	AAFTX vs FRQHX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	-3.42%	—	Aug 2019	AAFTX 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	82	9.39%	—	Jul 1975	AAFTX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	45	8.86%	—	Jan 1934	AAFTX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.48%	—	Jul 1952	AAFTX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	30	8.89%	—	Dec 1973	AAFTX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	48	13.57%	—	May 2009	AAFTX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	68	14.25%	—	Aug 1978	AAFTX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	28	6.46%	—	Mar 1973	AAFTX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	30	8.83%	—	Dec 1973	AAFTX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	48	5.72%	—	Dec 1973	AAFTX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	21	4.20%	—	Jan 1967	AAFTX vs AMCPX

Often Compared With AAFTX

Investors most often compare AAFTX with VTTHX, AAPL, FSNZX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VTTHX	Vanguard Target Retirement 2035 Fund	Target Retirement Date, Diversified Portfolio	69	8.58%	130.00B	Oct 2003	AAFTX vs VTTHX
AAPL	Apple Inc		87	8.46%	—	—	AAFTX vs AAPL
FSNZX	Fidelity Freedom 2045 Fund Class K	Target Retirement Date	77	14.21%	—	Jul 2017	AAFTX vs FSNZX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	65	9.77%	1.70T	Nov 2000	AAFTX vs VFIAX
PEP	PepsiCo, Inc.		61	1.07%	—	—	AAFTX vs PEP
VTIVX	Vanguard Target Retirement 2045 Fund	Target Retirement Date, Diversified Portfolio	71	10.42%	121.70B	Oct 2003	AAFTX vs VTIVX
VGT	Vanguard Information Technology ETF	Technology Equities	58	23.32%	170.10B	Mar 2004	AAFTX vs VGT
VBIAX	Vanguard Balanced Index Fund Admiral Shares	Diversified Portfolio	67	6.36%	64.10B	Nov 2000	AAFTX vs VBIAX
VO	Vanguard Mid-Cap ETF	Mid Cap Blend Equities	43	10.36%	218.80B	Jan 2004	AAFTX vs VO
SWIRX	Schwab Target 2035 Fund	Target Retirement Date	58	7.69%	—	Mar 2008	AAFTX vs SWIRX
PGTQX	PGIM Global Total Return Fund - Class R6	Global Bonds	7	-0.37%	—	Feb 2012	AAFTX vs PGTQX
PIMIX	PIMCO Income Fund Institutional Class	Multisector Bonds	42	0.72%	—	Mar 2007	AAFTX vs PIMIX
AACTX	American Funds 2020 Target Date Retirement Fund	Target Retirement Date	58	4.31%	—	Jan 2007	AAFTX vs AACTX
PRERX	Principal Real Estate Securities Fund	REIT	12	12.65%	—	Dec 2000	AAFTX vs PRERX
FHASX	Fidelity Freedom Blend 2035 Fund	Target Retirement Date	73	10.38%	—	Aug 2018	AAFTX vs FHASX
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	65	9.75%	143.85B	May 1997	AAFTX vs SWPPX
RNWGX	American Funds New World Fund® Class R-6	Emerging Markets Diversified	70	18.83%	—	Aug 2008	AAFTX vs RNWGX
BLPAX	American Funds Moderate Growth and Income Portfoli...	Diversified Portfolio	55	7.14%	—	May 2012	AAFTX vs BLPAX
PMTIX	Principal LifeTime 2030 Fund	Target Retirement Date	48	5.32%	—	Feb 2001	AAFTX vs PMTIX
USD=X	USD Cash		—	0.00%	—	—	AAFTX vs USD=X

Compare AAFTX with Any Fund or Stock

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

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Diversifiers

Pair AAFTX with funds that move differently

American Funds 2035 Target Date Retirement Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AAFTX.

Explore AAFTX Diversifiers

American Funds 2035 Target Date Retirement Fund (AAFTX) Alternatives