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 264 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
LTSTX	Principal LifeTime 2025 Fund	0.01%	—	Feb 2008	AAMTX vs LTSTX
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008	AAMTX vs LTRIX
PTDIX	Principal LifeTime 2040 Fund	0.01%	—	Feb 2001	AAMTX vs PTDIX
LTFIX	Principal LifeTime 2055 Fund	0.01%	—	Feb 2008	AAMTX vs LTFIX
PPLIX	Principal LifeTime 2050 Fund	0.01%	—	Feb 2001	AAMTX vs PPLIX

Best Risk-Adjusted Alternatives to AAMTX

AAMTX has a PortfoliosLab risk / return rank of 49. There are 572 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.

Symbol	Name	Risk / Return Rank	AUM	Inception
SSFNX	State Street Target Retirement Fund	86	—	Sep 2014	AAMTX vs SSFNX
URINX	USAA Target Retirement Income Fund	85	—	Jul 2008	AAMTX vs URINX
PDAHX	Prudential Day One Income Fund	85	—	Dec 2016	AAMTX vs PDAHX
PADLX	Putnam Retirement Advantage Maturity Fund	84	—	Dec 2019	AAMTX vs PADLX
URTRX	USAA Target Retirement 2030 Fund	84	—	Jul 2008	AAMTX vs URTRX

Top Performing AAMTX Alternatives (YTD)

AAMTX is at 8.38% YTD. There are 318 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.

Symbol	Name	YTD Return	AUM	Inception
URSIX	USAA Target Retirement 2060 Fund	13.54%	—	Jul 2013	AAMTX vs URSIX
URFFX	USAA Target Retirement 2050 Fund	13.05%	—	Jul 2008	AAMTX vs URFFX
FFSFX	Fidelity Freedom 2065 Fund	12.66%	—	Jun 2019	AAMTX vs FFSFX
FDKVX	Fidelity Freedom 2060 Fund	12.62%	—	Aug 2014	AAMTX vs FDKVX
FDEEX	Fidelity Freedom 2055 Fund	12.61%	—	Jun 2011	AAMTX vs FDEEX

Lowest Volatility Alternatives to AAMTX

AAMTX has 13.11% 1-year volatility. There are 497 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.

Symbol	Name	Volatility 1Y	AUM	Inception
TDIFX	Dimensional Retirement Income Fund	3.51%	—	Nov 2015	AAMTX vs TDIFX
FIKFX	Fidelity Freedom Index Retirement Fund Investor Cl...	4.43%	—	Oct 2009	AAMTX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.47%	—	Oct 2009	AAMTX vs FFGZX
MLLIX	MFS Lifetime Income Fund	4.51%	—	Sep 2005	AAMTX vs MLLIX
DRIQX	Dimensional 2015 Target Date Retirement Income Fun...	4.52%	—	Nov 2015	AAMTX vs DRIQX

Lowest Drawdown Alternatives to AAMTX

AAMTX has a 1-year max drawdown of -9.71%. There are 585 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 Retirement Fund Investor Cl...	-3.32%	—	Oct 2009	AAMTX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	AAMTX vs FFGZX
DRIQX	Dimensional 2015 Target Date Retirement Income Fun...	-3.47%	—	Nov 2015	AAMTX vs DRIQX
PRMYX	Putnam RetirementReady Maturity Fund	-3.50%	—	Oct 2004	AAMTX vs PRMYX

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	78	8.43%	—	Jul 1975	AAMTX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	40	9.73%	—	Jan 1934	AAMTX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	55	8.99%	—	Jul 1952	AAMTX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	19	5.80%	—	Dec 1973	AAMTX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	48	10.30%	—	May 2009	AAMTX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	61	13.21%	—	Aug 1978	AAMTX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	23	4.94%	—	Mar 1973	AAMTX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	19	5.73%	—	Dec 1973	AAMTX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	81	8.35%	—	Dec 1973	AAMTX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	17	4.76%	—	Jan 1967	AAMTX vs AMCPX

Often Compared With AAMTX

Investors most often compare AAMTX with VFFVX, LIVIX, VTSAX. 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	68	10.35%	76.40B	Aug 2010	AAMTX vs VFFVX
LIVIX	BlackRock LifePath Index 2055 Fund - Institutional...	Target Retirement Date	67	11.31%	—	May 2011	AAMTX vs LIVIX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	59	10.50%	2.30T	Nov 2000	AAMTX vs VTSAX
RSEAX	Russell Investments U.S. Strategic Equity Fund	Large Cap Blend Equities	42	8.94%	—	Aug 2012	AAMTX vs RSEAX
FXAIX	Fidelity 500 Index Fund	S&P 500	59	10.13%	—	Feb 1988	AAMTX vs FXAIX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	59	10.10%	1.70T	Nov 2000	AAMTX vs VFIAX
FDEWX	Fidelity Freedom Index 2055 Fund Investor Class	Target Retirement Date, Diversified Portfolio	68	10.73%	—	Jun 2011	AAMTX vs FDEWX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	78	12.18%	2.30T	May 2001	AAMTX vs VTI
^GSPC	S&P 500 Index		79	11.03%	—	—	AAMTX vs ^GSPC
FNSDX	Fidelity Freedom 2055 Fund Class K	Target Retirement Date	72	12.04%	—	Jul 2017	AAMTX vs FNSDX
FHFAX	Fidelity Advisor Freedom 2055 Fund Class A	Target Retirement Date	56	10.49%	—	Jun 2011	AAMTX vs FHFAX
TRRYX	T. Rowe Price Retirement 2060 Fund	Target Retirement Date	66	10.74%	—	Jun 2014	AAMTX vs TRRYX
VFORX	Vanguard Target Retirement 2040 Fund	Target Retirement Date, Diversified Portfolio	66	8.47%	119.60B	Jun 2006	AAMTX vs VFORX
SPY	State Street SPDR S&P 500 ETF	S&P 500	78	11.70%	789.06B	Jan 1993	AAMTX vs SPY
VTTSX	Vanguard Target Retirement 2060 Fund	Target Retirement Date, Diversified Portfolio	68	10.36%	46.70B	Jan 2012	AAMTX vs VTTSX
VTHRX	Vanguard Target Retirement 2030 Fund	Target Retirement Date, Diversified Portfolio	63	6.59%	114.30B	Jun 2006	AAMTX vs VTHRX
FCQTX	American Funds 2065 Target Date Retirement Fund	Target Retirement Date	48	8.57%	—	Mar 2020	AAMTX vs FCQTX
LTIUX	Principal LifeTime 2035 Fund	Target Retirement Date	48	5.87%	—	Feb 2008	AAMTX vs LTIUX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	Target Retirement Date	—	—	—	Aug 2019	AAMTX vs FRQHX
PLTZX	Principal LifeTime 2060 Fund	Target Retirement Date	49	8.71%	—	Feb 2013	AAMTX vs PLTZX

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