AAMTX Alternatives & Similar Mutual Funds

American Funds 2055 Target Date Retirement Fund (AAMTX) 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 AAMTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to AAMTX

AAMTX 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	AAMTX vs FCQTX
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008	AAMTX vs LTRIX
LTFIX	Principal LifeTime 2055 Fund	0.01%	—	Feb 2008	AAMTX vs LTFIX
PTDIX	Principal LifeTime 2040 Fund	0.01%	—	Feb 2001	AAMTX vs PTDIX
JIEHX	John Hancock Funds Multi-Index 2060 Lifetime Portf...	0.01%	—	Mar 2016	AAMTX vs JIEHX

Best Risk-Adjusted Alternatives to AAMTX

AAMTX has a PortfoliosLab risk / return rank of 54. There are 577 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	AAMTX vs PADLX
FIRVX	Fidelity Managed Retirement 2020 Fund	84	—	Dec 2007	AAMTX vs FIRVX
FRKMX	Fidelity Managed Retirement Income Fund Class K	84	—	Aug 2019	AAMTX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	84	—	Aug 2007	AAMTX vs FRAMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	84	—	Aug 2019	AAMTX vs FRHMX

Top Performing AAMTX Alternatives (YTD)

AAMTX is at 10.63% YTD. There are 252 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	AAMTX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	1,644,791.35%	—	Aug 2007	AAMTX vs FRAMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	1,464,383.96%	—	Aug 2019	AAMTX vs FRHMX
FIRVX	Fidelity Managed Retirement 2020 Fund	1,440,933.92%	—	Dec 2007	AAMTX vs FIRVX
FVTKX	Fidelity Freedom 2060 Fund Class K6	14.76%	—	Aug 2014	AAMTX vs FVTKX

Lowest Volatility Alternatives to AAMTX

AAMTX has 12.68% 1-year volatility. There are 514 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	AAMTX vs TDIFX
LTTIX	MFS Lifetime 2025 Fund	4.18%	—	Nov 2012	AAMTX vs LTTIX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.31%	—	Oct 2009	AAMTX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.32%	—	Oct 2009	AAMTX vs FFGZX
FRQAX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.36%	—	Aug 2007	AAMTX vs FRQAX

Lowest Drawdown Alternatives to AAMTX

AAMTX has a 1-year max drawdown of -9.71%. There are 609 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	AAMTX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	-3.32%	—	Oct 2009	AAMTX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	AAMTX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	-3.41%	—	Aug 2019	AAMTX vs FRQHX
FRKMX	Fidelity Managed Retirement Income Fund Class K	-3.42%	—	Aug 2019	AAMTX 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	AAMTX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	45	8.86%	—	Jan 1934	AAMTX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.48%	—	Jul 1952	AAMTX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	30	8.89%	—	Dec 1973	AAMTX 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	AAMTX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	68	14.25%	—	Aug 1978	AAMTX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	28	6.46%	—	Mar 1973	AAMTX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	30	8.83%	—	Dec 1973	AAMTX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	48	5.72%	—	Dec 1973	AAMTX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	21	4.20%	—	Jan 1967	AAMTX vs AMCPX

Often Compared With AAMTX

Investors most often compare AAMTX with VFFVX, FDEEX, LIVIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VFFVX	Vanguard Target Retirement 2055 Fund	Target Retirement Date, Diversified Portfolio	71	11.43%	76.70B	Aug 2010	AAMTX vs VFFVX
FDEEX	Fidelity Freedom 2055 Fund	Target Retirement Date	76	14.59%	—	Jun 2011	AAMTX vs FDEEX
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	69	12.39%	—	May 2011	AAMTX vs LIVIX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	65	10.33%	2.30T	Nov 2000	AAMTX vs VTSAX
RSEAX	Russell Investments U.S. Strategic Equity Fund	Large Cap Blend Equities	45	7.92%	—	Aug 2012	AAMTX vs RSEAX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	65	9.77%	1.70T	Nov 2000	AAMTX vs VFIAX
FXAIX	Fidelity 500 Index Fund	S&P 500	65	9.79%	—	Feb 1988	AAMTX vs FXAIX
FDEWX	Fidelity Freedom Index 2055 Fund Investor Class	Target Retirement Date, Diversified Portfolio	70	11.87%	—	Jun 2011	AAMTX vs FDEWX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	59	8.82%	2.30T	May 2001	AAMTX vs VTI
^GSPC	S&P 500 Index		61	7.60%	—	—	AAMTX vs ^GSPC
FNSDX	Fidelity Freedom 2055 Fund Class K	Target Retirement Date	76	14.63%	—	Jul 2017	AAMTX vs FNSDX
FHFAX	Fidelity Advisor Freedom 2055 Fund Class A	Target Retirement Date	62	13.07%	—	Jun 2011	AAMTX vs FHFAX
TRRYX	T. Rowe Price Retirement 2060 Fund	Target Retirement Date	55	11.06%	—	Jun 2014	AAMTX vs TRRYX
PDAHX	Prudential Day One Income Fund	Target Retirement Date	78	4.65%	—	Dec 2016	AAMTX vs PDAHX
VTHRX	Vanguard Target Retirement 2030 Fund	Target Retirement Date, Diversified Portfolio	68	7.61%	115.40B	Jun 2006	AAMTX vs VTHRX
PPLIX	Principal LifeTime 2050 Fund	Target Retirement Date	47	8.46%	—	Feb 2001	AAMTX vs PPLIX
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	AAMTX vs SPY
SSFNX	State Street Target Retirement Fund	Target Retirement Date	83	5.04%	—	Sep 2014	AAMTX vs SSFNX
VFORX	Vanguard Target Retirement 2040 Fund	Target Retirement Date, Diversified Portfolio	70	9.51%	120.30B	Jun 2006	AAMTX vs VFORX
VTTSX	Vanguard Target Retirement 2060 Fund	Target Retirement Date, Diversified Portfolio	71	11.43%	46.70B	Jan 2012	AAMTX vs VTTSX

Compare AAMTX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair AAMTX with funds that move differently

American Funds 2055 Target Date Retirement Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AAMTX.

Explore AAMTX Diversifiers

American Funds 2055 Target Date Retirement Fund (AAMTX) Alternatives