American Century Investments One Choice 2040 Portfolio (ARDVX) 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 ARDVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ARDVX
ARDVX charges 0.83% annually. There are 560 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | ARDVX vs JIEHX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | ARDVX vs PLWIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | ARDVX vs LTIUX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | ARDVX vs PTDIX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | ARDVX vs JRLVX |
Best Risk-Adjusted Alternatives to ARDVX
ARDVX has a PortfoliosLab risk / return rank of 49. There are 574 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | ARDVX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | ARDVX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | ARDVX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | ARDVX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | ARDVX vs URTRX |
Top Performing ARDVX Alternatives (YTD)
ARDVX is at 5.94% YTD. There are 454 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | ARDVX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | ARDVX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | ARDVX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | ARDVX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | ARDVX vs FDFPX |
Lowest Volatility Alternatives to ARDVX
ARDVX has 8.24% 1-year volatility. There are 192 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 | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | ARDVX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | ARDVX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | ARDVX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | ARDVX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | ARDVX vs DRIQX |
Lowest Drawdown Alternatives to ARDVX
ARDVX has a 1-year max drawdown of -6.58%. There are 230 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 | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | ARDVX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | ARDVX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | ARDVX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | ARDVX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | ARDVX vs PRMYX |
Other Mutual Funds from American Century
The 10 most viewed American Century mutual funds shown here include TWCUX, TWCGX, ACIHX and span 8 categories. AUM among these funds goes as high as $27B.
Often Compared With ARDVX
Investors most often compare ARDVX with FRQHX, FRKMX, FNSFX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare ARDVX with Any Fund or Stock
Compare ARDVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ARDVX with funds that move differently
American Century Investments One Choice 2040 Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ARDVX.
Explore ARDVX Diversifiers