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
LTFIX	Principal LifeTime 2055 Fund	0.01%	—	Feb 2008	AAMTX vs LTFIX
JIEHX	John Hancock Funds Multi-Index 2060 Lifetime Portf...	0.01%	—	Mar 2016	AAMTX vs JIEHX
PTDIX	Principal LifeTime 2040 Fund	0.01%	—	Feb 2001	AAMTX vs PTDIX
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008	AAMTX vs LTRIX
PMTIX	Principal LifeTime 2030 Fund	0.01%	—	Feb 2001	AAMTX vs PMTIX

Best Risk-Adjusted Alternatives to AAMTX

AAMTX has a PortfoliosLab risk / return rank of 56. There are 566 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.

Symbol	Name	Risk / Return Rank	AUM	Inception
PADLX	Putnam Retirement Advantage Maturity Fund	89	—	Dec 2019	AAMTX vs PADLX
SSFNX	State Street Target Retirement Fund	88	—	Sep 2014	AAMTX vs SSFNX
PDAHX	Prudential Day One Income Fund	85	—	Dec 2016	AAMTX vs PDAHX
SSBRX	State Street Target Retirement 2025 Fund	85	—	Sep 2014	AAMTX vs SSBRX
DRILX	Dimensional 2060 Target Date Retirement Income Fun...	83	—	Nov 2015	AAMTX vs DRILX

Top Performing AAMTX Alternatives (YTD)

AAMTX is at 10.80% YTD. There are 252 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.17%.

Symbol	Name	YTD Return	AUM	Inception
FWLSX	Fidelity Flex Freedom Blend 2060 Fund	14.17%	—	Jun 2017	AAMTX vs FWLSX
FDFPX	Fidelity Flex Freedom Blend 2065 Fund	14.11%	—	Jun 2019	AAMTX vs FDFPX
FQLSX	Fidelity Flex Freedom Blend 2055 Fund	14.07%	—	Jun 2017	AAMTX vs FQLSX
FHDDX	Fidelity Freedom Blend 2055 Fund Class K6	14.04%	—	Aug 2018	AAMTX vs FHDDX
FFBQX	Fidelity Freedom Blend 2065 Fund Class K6	14.03%	—	Jun 2019	AAMTX vs FFBQX

Lowest Volatility Alternatives to AAMTX

AAMTX has 11.87% 1-year volatility. There are 510 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.

Symbol	Name	Volatility 1Y	AUM	Inception
TDIFX	Dimensional Retirement Income Fund	3.33%	—	Nov 2015	AAMTX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	3.98%	—	Oct 2009	AAMTX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.01%	—	Oct 2009	AAMTX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	4.14%	—	Aug 2019	AAMTX vs FRQHX
FRQAX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.15%	—	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, RGAGX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	85	9.98%	—	Jul 1975	AAMTX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	55	10.91%	—	Jan 1934	AAMTX vs AIVSX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	35	10.24%	—	Dec 1973	AAMTX vs RGAGX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.89%	—	Jul 1952	AAMTX vs AWSHX
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	40	12.33%	—	—	AAMTX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities	75	15.14%	—	Jan 1978	AAMTX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Large Cap Growth Equities, Global Equities	29	7.38%	—	Mar 1973	AAMTX vs ANWPX
GFFFX	American Funds The Growth Fund of America	Large Cap Growth Equities	34	10.19%	—	Dec 1973	AAMTX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	53	6.34%	—	Dec 1973	AAMTX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	27	6.34%	—	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	12.17%	73.40B	Aug 2010	AAMTX vs VFFVX
FDEEX	Fidelity Freedom 2055 Fund	Target Retirement Date	71	13.82%	—	Jun 2011	AAMTX vs FDEEX
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	69	13.10%	—	May 2011	AAMTX vs LIVIX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	71	11.98%	2.20T	Nov 2000	AAMTX vs VTSAX
RSEAX	Russell Investments U.S. Strategic Equity Fund	Large Cap Blend Equities	52	9.71%	—	Aug 2012	AAMTX vs RSEAX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	73	11.69%	1.60T	Nov 2000	AAMTX vs VFIAX
FXAIX	Fidelity 500 Index Fund	S&P 500	73	11.71%	—	Feb 1988	AAMTX vs FXAIX
FDEWX	Fidelity Freedom Index 2055 Fund Investor Class	Target Retirement Date	71	12.62%	—	Jun 2011	AAMTX vs FDEWX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	68	11.20%	2.20T	May 2001	AAMTX vs VTI
^GSPC	S&P 500 Index		73	10.35%	—	—	AAMTX vs ^GSPC
FNSDX	Fidelity Freedom 2055 Fund Class K	Target Retirement Date	72	13.86%	—	Jul 2017	AAMTX vs FNSDX
FHFAX	Fidelity Advisor Freedom 2055 Fund Class A	Target Retirement Date	58	12.47%	—	Jun 2011	AAMTX vs FHFAX
TRRYX	T. Rowe Price Retirement 2060 Fund	Target Retirement Date	54	11.70%	—	Jun 2014	AAMTX vs TRRYX
PPLIX	Principal LifeTime 2050 Fund	Target Retirement Date	49	9.45%	—	Feb 2001	AAMTX vs PPLIX
VTHRX	Vanguard Target Retirement 2030 Fund	Target Retirement Date, Diversified Portfolio	69	8.06%	112.90B	Jun 2006	AAMTX vs VTHRX
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	AAMTX vs SPY
VTTSX	Vanguard Target Retirement 2060 Fund	Diversified Portfolio, Target Retirement Date	71	12.17%	44.60B	Jan 2012	AAMTX vs VTTSX
LTIUX	Principal LifeTime 2035 Fund	Target Retirement Date	50	6.70%	—	Feb 2008	AAMTX vs LTIUX
VFORX	Vanguard Target Retirement 2040 Fund	Target Retirement Date, Diversified Portfolio	71	10.11%	116.40B	Jun 2006	AAMTX vs VFORX
URINX	USAA Target Retirement Income Fund	Target Retirement Date	82	5.93%	—	Jul 2008	AAMTX vs URINX

Compare AAMTX with Any Fund or Stock

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

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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