FAUTX Alternatives & Similar Mutual Funds

American Funds 2040 Target Date Retirement Fund Class F-1 (FAUTX) 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 FAUTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to FAUTX

FAUTX charges 0.72% annually. There are 530 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
PTDIX	Principal LifeTime 2040 Fund	0.01%	—	Feb 2001	FAUTX vs PTDIX
LTSTX	Principal LifeTime 2025 Fund	0.01%	—	Feb 2008	FAUTX vs LTSTX
PPLIX	Principal LifeTime 2050 Fund	0.01%	—	Feb 2001	FAUTX vs PPLIX
PMTIX	Principal LifeTime 2030 Fund	0.01%	—	Feb 2001	FAUTX vs PMTIX
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008	FAUTX vs LTRIX

Best Risk-Adjusted Alternatives to FAUTX

FAUTX has a PortfoliosLab risk / return rank of 46. There are 528 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
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	87	—	Aug 2007	FAUTX vs FRAMX
PADLX	Putnam Retirement Advantage Maturity Fund	81	—	Dec 2019	FAUTX vs PADLX
FRASX	Fidelity Advisor Managed Retirement 2015 Fund	80	—	Aug 2007	FAUTX vs FRASX
FIIVX	Fidelity Advisor Managed Retirement 2020 Fund Clas...	80	—	Dec 2007	FAUTX vs FIIVX
PDAHX	Prudential Day One Income Fund	80	—	Dec 2016	FAUTX vs PDAHX

Top Performing FAUTX Alternatives (YTD)

FAUTX is at 7.16% YTD. There are 347 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 1,644,791.35%.

Symbol	Name	YTD Return	AUM	Inception
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	1,644,791.35%	—	Aug 2007	FAUTX vs FRAMX
URSIX	USAA Target Retirement 2060 Fund	12.21%	—	Jul 2013	FAUTX vs URSIX
FWLSX	Fidelity Flex Freedom Blend 2060 Fund	11.88%	—	Jun 2017	FAUTX vs FWLSX
FDFPX	Fidelity Flex Freedom Blend 2065 Fund	11.80%	—	Jun 2019	FAUTX vs FDFPX
FQLSX	Fidelity Flex Freedom Blend 2055 Fund	11.79%	—	Jun 2017	FAUTX vs FQLSX

Lowest Volatility Alternatives to FAUTX

FAUTX has 11.04% 1-year volatility. There are 344 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.

Symbol	Name	Volatility 1Y	AUM	Inception
TDIFX	Dimensional Retirement Income Fund	3.50%	—	Nov 2015	FAUTX vs TDIFX
FRQIX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.32%	—	Aug 2007	FAUTX vs FRQIX
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	4.32%	—	Aug 2007	FAUTX vs FRIMX
FRQAX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.33%	—	Aug 2007	FAUTX vs FRQAX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.40%	—	Oct 2009	FAUTX vs FIKFX

Lowest Drawdown Alternatives to FAUTX

FAUTX has a 1-year max drawdown of -8.45%. There are 380 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	FAUTX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	-3.32%	—	Oct 2009	FAUTX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	FAUTX vs FFGZX
FRQIX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	-3.43%	—	Aug 2007	FAUTX vs FRQIX
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	-3.44%	—	Aug 2007	FAUTX vs FRIMX

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	73	8.02%	—	Jul 1975	FAUTX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	30	7.59%	—	Jan 1934	FAUTX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	39	7.64%	—	Jul 1952	FAUTX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	16	4.85%	—	Dec 1973	FAUTX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	31	9.18%	—	May 2009	FAUTX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	52	12.05%	—	Aug 1978	FAUTX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	16	3.77%	—	Mar 1973	FAUTX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	16	4.79%	—	Dec 1973	FAUTX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	61	7.34%	—	Dec 1973	FAUTX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	13	2.77%	—	Jan 1967	FAUTX vs AMCPX

Compare FAUTX with Any Fund or Stock

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

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Diversifiers

Pair FAUTX with funds that move differently

American Funds 2040 Target Date Retirement Fund Class F-1 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FAUTX.

Explore FAUTX Diversifiers

American Funds 2040 Target Date Retirement Fund Class F-1 (FAUTX) Alternatives