AAHTX Alternatives & Similar Mutual Funds

American Funds 2045 Target Date Retirement Fund (AAHTX) 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 AAHTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to AAHTX

AAHTX 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
FCQTX	American Funds 2065 Target Date Retirement Fund	0.01%	—	Mar 2020	AAHTX vs FCQTX
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008	AAHTX vs LTRIX
LTFIX	Principal LifeTime 2055 Fund	0.01%	—	Feb 2008	AAHTX vs LTFIX
PTDIX	Principal LifeTime 2040 Fund	0.01%	—	Feb 2001	AAHTX vs PTDIX
JIEHX	John Hancock Funds Multi-Index 2060 Lifetime Portf...	0.01%	—	Mar 2016	AAHTX vs JIEHX

Best Risk-Adjusted Alternatives to AAHTX

AAHTX has a PortfoliosLab risk / return rank of 55. There are 573 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	AAHTX vs PADLX
FIRVX	Fidelity Managed Retirement 2020 Fund	84	—	Dec 2007	AAHTX vs FIRVX
FRKMX	Fidelity Managed Retirement Income Fund Class K	84	—	Aug 2019	AAHTX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	84	—	Aug 2007	AAHTX vs FRAMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	84	—	Aug 2019	AAHTX vs FRHMX

Top Performing AAHTX Alternatives (YTD)

AAHTX is at 9.89% YTD. There are 292 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	AAHTX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	1,644,791.35%	—	Aug 2007	AAHTX vs FRAMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	1,464,383.96%	—	Aug 2019	AAHTX vs FRHMX
FIRVX	Fidelity Managed Retirement 2020 Fund	1,440,933.92%	—	Dec 2007	AAHTX vs FIRVX
FVTKX	Fidelity Freedom 2060 Fund Class K6	14.76%	—	Aug 2014	AAHTX vs FVTKX

Lowest Volatility Alternatives to AAHTX

AAHTX has 11.91% 1-year volatility. There are 418 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	AAHTX vs TDIFX
LTTIX	MFS Lifetime 2025 Fund	4.18%	—	Nov 2012	AAHTX vs LTTIX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.31%	—	Oct 2009	AAHTX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.32%	—	Oct 2009	AAHTX vs FFGZX
FRQAX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.36%	—	Aug 2007	AAHTX vs FRQAX

Lowest Drawdown Alternatives to AAHTX

AAHTX has a 1-year max drawdown of -9.20%. There are 511 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	AAHTX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	-3.32%	—	Oct 2009	AAHTX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	AAHTX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	-3.41%	—	Aug 2019	AAHTX vs FRQHX
FRKMX	Fidelity Managed Retirement Income Fund Class K	-3.42%	—	Aug 2019	AAHTX vs FRKMX

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	AAHTX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	45	8.86%	—	Jan 1934	AAHTX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.48%	—	Jul 1952	AAHTX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	30	8.89%	—	Dec 1973	AAHTX 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	AAHTX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	68	14.25%	—	Aug 1978	AAHTX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	28	6.46%	—	Mar 1973	AAHTX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	30	8.83%	—	Dec 1973	AAHTX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	48	5.72%	—	Dec 1973	AAHTX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	21	4.20%	—	Jan 1967	AAHTX vs AMCPX

Often Compared With AAHTX

Investors most often compare AAHTX with VOO, TRRKX, RLBGX. These 19 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	59	8.19%	1.70T	Sep 2010	AAHTX vs VOO
TRRKX	T. Rowe Price Retirement 2045 Fund	Target Retirement Date	40	10.78%	—	May 2005	AAHTX vs TRRKX
RLBGX	American Funds American Balanced Fund Class R-6	Diversified Portfolio	83	9.55%	—	Jul 1975	AAHTX vs RLBGX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	59	8.82%	2.30T	May 2001	AAHTX vs VTI
VFORX	Vanguard Target Retirement 2040 Fund	Target Retirement Date, Diversified Portfolio	70	9.51%	120.30B	Jun 2006	AAHTX vs VFORX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	77	17.72%	99.95B	Oct 2011	AAHTX vs SCHD
AAETX	American Funds 2030 Target Date Retirement Fund	Target Retirement Date	53	5.36%	—	Jan 2007	AAHTX vs AAETX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	65	10.33%	2.30T	Nov 2000	AAHTX vs VTSAX
VONG	Vanguard Russell 1000 Growth ETF	Large Cap Growth Equities	29	1.56%	54.80B	Sep 2010	AAHTX vs VONG
AALTX	American Funds 2050 Target Date Retirement Fund	Target Retirement Date	54	10.19%	—	Jan 2007	AAHTX vs AALTX
VTIVX	Vanguard Target Retirement 2045 Fund	Target Retirement Date, Diversified Portfolio	71	10.42%	121.70B	Oct 2003	AAHTX vs VTIVX
VUG	Vanguard Growth ETF	Large Cap Growth Equities	31	3.52%	393.80B	Jan 2004	AAHTX vs VUG
VFIFX	Vanguard Target Retirement 2050 Fund	Target Retirement Date, Diversified Portfolio	71	11.34%	108.60B	Jun 2006	AAHTX vs VFIFX
VTTHX	Vanguard Target Retirement 2035 Fund	Target Retirement Date, Diversified Portfolio	69	8.58%	130.00B	Oct 2003	AAHTX vs VTTHX
IVV	iShares Core S&P 500 ETF	S&P 500	59	8.20%	837.93B	May 2000	AAHTX vs IVV
PMTIX	Principal LifeTime 2030 Fund	Target Retirement Date	48	5.32%	—	Feb 2001	AAHTX vs PMTIX
SSFNX	State Street Target Retirement Fund	Target Retirement Date	83	5.04%	—	Sep 2014	AAHTX vs SSFNX
PDAHX	Prudential Day One Income Fund	Target Retirement Date	78	4.65%	—	Dec 2016	AAHTX vs PDAHX
FRQKX	Fidelity Managed Retirement 2010 Fund Class K	Target Retirement Date	68	3.66%	—	Aug 2019	AAHTX vs FRQKX

Compare AAHTX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair AAHTX with funds that move differently

American Funds 2045 Target Date Retirement Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AAHTX.

Explore AAHTX Diversifiers

American Funds 2045 Target Date Retirement Fund (AAHTX) Alternatives