RAQTX Alternatives & Similar Mutual Funds

American Funds 2065 Target Date Retirement Fund Class R-1 (RAQTX) 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 RAQTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to RAQTX

RAQTX charges 1.49% annually. There are 615 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
PMTIX	Principal LifeTime 2030 Fund	0.01%	—	Feb 2001	RAQTX vs PMTIX
LTIUX	Principal LifeTime 2035 Fund	0.01%	—	Feb 2008	RAQTX vs LTIUX
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008	RAQTX vs LTRIX
JIEHX	John Hancock Funds Multi-Index 2060 Lifetime Portf...	0.01%	—	Mar 2016	RAQTX vs JIEHX
PPLIX	Principal LifeTime 2050 Fund	0.01%	—	Feb 2001	RAQTX vs PPLIX

Best Risk-Adjusted Alternatives to RAQTX

RAQTX has a PortfoliosLab risk / return rank of 50. There are 617 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
PADLX	Putnam Retirement Advantage Maturity Fund	87	—	Dec 2019	RAQTX vs PADLX
FIRVX	Fidelity Managed Retirement 2020 Fund	84	—	Dec 2007	RAQTX vs FIRVX
FRKMX	Fidelity Managed Retirement Income Fund Class K	84	—	Aug 2019	RAQTX vs FRKMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	84	—	Aug 2019	RAQTX vs FRHMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	84	—	Aug 2007	RAQTX vs FRAMX

Top Performing RAQTX Alternatives (YTD)

RAQTX is at 10.63% YTD. There are 265 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.

Symbol	Name	YTD Return	AUM	Inception
FRKMX	Fidelity Managed Retirement Income Fund Class K	15,640,638.04%	—	Aug 2019	RAQTX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	1,644,791.35%	—	Aug 2007	RAQTX vs FRAMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	1,464,383.96%	—	Aug 2019	RAQTX vs FRHMX
FIRVX	Fidelity Managed Retirement 2020 Fund	1,440,933.92%	—	Dec 2007	RAQTX vs FIRVX
FFSZX	Fidelity Freedom 2065 Fund Class K6	15.07%	—	Jun 2019	RAQTX vs FFSZX

Lowest Volatility Alternatives to RAQTX

RAQTX has 12.87% 1-year volatility. There are 540 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.56%.

Symbol	Name	Volatility 1Y	AUM	Inception
TDIFX	Dimensional Retirement Income Fund	3.56%	—	Nov 2015	RAQTX vs TDIFX
LTTIX	MFS Lifetime 2025 Fund	4.18%	—	Nov 2012	RAQTX vs LTTIX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.29%	—	Oct 2009	RAQTX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.31%	—	Oct 2009	RAQTX vs FFGZX
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	4.35%	—	Aug 2007	RAQTX vs FRIMX

Lowest Drawdown Alternatives to RAQTX

RAQTX has a 1-year max drawdown of -9.92%. There are 660 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	RAQTX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	-3.32%	—	Oct 2009	RAQTX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	RAQTX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	-3.41%	—	Aug 2019	RAQTX vs FRQHX
FRQKX	Fidelity Managed Retirement 2010 Fund Class K	-3.42%	—	Aug 2019	RAQTX vs FRQKX

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	83	9.77%	—	Jul 1975	RAQTX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	47	9.70%	—	Jan 1934	RAQTX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	40	5.96%	—	Jul 1952	RAQTX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	30	9.46%	—	Dec 1973	RAQTX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	43	12.66%	—	May 2009	RAQTX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	70	14.88%	—	Aug 1978	RAQTX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	27	6.61%	—	Mar 1973	RAQTX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	30	9.40%	—	Dec 1973	RAQTX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	46	5.48%	—	Dec 1973	RAQTX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	23	5.53%	—	Jan 1967	RAQTX vs AMCPX

Often Compared With RAQTX

Investors most often compare RAQTX with FCTKX, TTIIX, DRIJX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FCTKX	Fidelity Freedom 2055 Fund Class K6	Target Retirement Date	77	14.99%	—	Jun 2011	RAQTX vs FCTKX
TTIIX	TIAA-CREF Lifecycle Index 2055 Fund	Target Retirement Date	69	11.71%	—	Apr 2011	RAQTX vs TTIIX
DRIJX	Dimensional 2050 Target Date Retirement Income Fun...	Target Retirement Date	79	11.01%	—	Nov 2015	RAQTX vs DRIJX
PLTZX	Principal LifeTime 2060 Fund	Target Retirement Date	46	8.98%	—	Feb 2013	RAQTX vs PLTZX
SSBRX	State Street Target Retirement 2025 Fund	Target Retirement Date	82	6.26%	—	Sep 2014	RAQTX vs SSBRX
FFSDX	Fidelity Freedom 2065 Fund Class K	Target Retirement Date	76	14.99%	—	Jun 2019	RAQTX vs FFSDX
FNSFX	Fidelity Freedom 2060 Fund Class K	Target Retirement Date	76	14.94%	—	Jul 2017	RAQTX vs FNSFX
FRBEX	Fidelity Freedom 2070 Fund Class K	Target Retirement Date	75	14.88%	—	May 2025	RAQTX vs FRBEX
FRBHX	Fidelity Freedom® 2070 Fund Class K6	Target Retirement Date	76	15.02%	—	Jun 2024	RAQTX vs FRBHX
FRQIX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	Target Retirement Date	65	3.60%	—	Aug 2007	RAQTX vs FRQIX
LTSTX	Principal LifeTime 2025 Fund	Target Retirement Date	50	4.92%	—	Feb 2008	RAQTX vs LTSTX
PTDIX	Principal LifeTime 2040 Fund	Target Retirement Date	47	7.32%	—	Feb 2001	RAQTX vs PTDIX
SSFNX	State Street Target Retirement Fund	Target Retirement Date	83	5.13%	—	Sep 2014	RAQTX vs SSFNX
FCQTX	American Funds 2065 Target Date Retirement Fund	Target Retirement Date	55	11.20%	—	Mar 2020	RAQTX vs FCQTX
FVTKX	Fidelity Freedom 2060 Fund Class K6	Target Retirement Date	77	15.06%	—	Aug 2014	RAQTX vs FVTKX
JLKYX	John Hancock Funds Multi-Index 2055 Lifetime Portf...	Target Retirement Date	68	12.46%	—	Mar 2014	RAQTX vs JLKYX
LTFIX	Principal LifeTime 2055 Fund	Target Retirement Date	46	8.98%	—	Feb 2008	RAQTX vs LTFIX
FHDDX	Fidelity Freedom Blend 2055 Fund Class K6	Target Retirement Date	74	14.71%	—	Aug 2018	RAQTX vs FHDDX
FWLSX	Fidelity Flex Freedom Blend 2060 Fund	Target Retirement Date	77	14.85%	—	Jun 2017	RAQTX vs FWLSX
IRSOX	Voya Target Retirement 2040 Fund	Target Retirement Date	81	11.15%	—	Dec 2012	RAQTX vs IRSOX

Compare RAQTX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair RAQTX with funds that move differently

American Funds 2065 Target Date Retirement Fund Class R-1 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RAQTX.

Explore RAQTX Diversifiers

American Funds 2065 Target Date Retirement Fund Class R-1 (RAQTX) Alternatives