American Funds 2065 Target Date Retirement Fund Class A (AAOTX) Alternatives
American Funds 2065 Target Date Retirement Fund Class A (AAOTX) 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 AAOTX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to AAOTX
AAOTX charges 0.73% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among AAOTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | AAOTX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | AAOTX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | AAOTX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | AAOTX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | AAOTX vs FCQTX |
Best Risk-Adjusted Alternatives to AAOTX
Among mutual funds in the Target Retirement Date category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 86 | Jul 30, 2008 | AAOTX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | AAOTX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | AAOTX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | AAOTX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | AAOTX vs FRHMX |
Top Performing AAOTX Alternatives (YTD)
AAOTX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 0.08% | Dec 12, 2016 | AAOTX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | AAOTX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | AAOTX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | AAOTX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | AAOTX vs FYTKX |
Lowest Volatility Alternatives to AAOTX
AAOTX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.31% | Nov 1, 2015 | AAOTX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | AAOTX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | AAOTX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | AAOTX vs FRKMX | |
| Fidelity Managed Retirement Income Fund | 4.59% | Aug 30, 2007 | AAOTX vs FIRMX |
Lowest Drawdown Alternatives to AAOTX
AAOTX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | AAOTX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | AAOTX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | AAOTX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | AAOTX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | AAOTX vs FRHMX |
Other Mutual Funds from American Funds
Most popular American Funds mutual funds on PortfoliosLab, across asset classes.
Often Compared With AAOTX
What investors most often compare with AAOTX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | AAOTX vs SPY | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | Target Retirement Date | 82 | -0.51% | Aug 30, 2007 | AAOTX vs FRIMX | |
| Principal LifeTime 2060 Fund | Target Retirement Date | 39 | -5.21% | Feb 28, 2013 | AAOTX vs PLTZX | |
| Principal LifeTime 2050 Fund | Target Retirement Date | 39 | -5.09% | Feb 28, 2001 | AAOTX vs PPLIX | |
| Fidelity Freedom 2010 Fund Class K6 | Target Retirement Date | 84 | -0.61% | Oct 17, 1996 | AAOTX vs FOTKX | |
| Fidelity Flex Freedom Blend Income Fund | Target Retirement Date | 83 | -0.50% | Jun 8, 2017 | AAOTX vs FTLSX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 39 | -5.21% | Feb 28, 2008 | AAOTX vs LTFIX |
Compare AAOTX with Any Fund or Stock
Compare AAOTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.