RBATX Alternatives & Similar Mutual Funds

American Funds 2010 Target Date Retirement Fund Class R2 (RBATX) 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 RBATX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to RBATX

RBATX charges 1.37% annually. There are 606 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	RBATX vs PTDIX
FCQTX	American Funds 2065 Target Date Retirement Fund	0.01%	—	Mar 2020	RBATX vs FCQTX
LTFIX	Principal LifeTime 2055 Fund	0.01%	—	Feb 2008	RBATX vs LTFIX
PLTZX	Principal LifeTime 2060 Fund	0.01%	—	Feb 2013	RBATX vs PLTZX
LTIUX	Principal LifeTime 2035 Fund	0.01%	—	Feb 2008	RBATX vs LTIUX

Best Risk-Adjusted Alternatives to RBATX

RBATX has a PortfoliosLab risk / return rank of 54. There are 514 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
FIRVX	Fidelity Managed Retirement 2020 Fund	86	—	Dec 2007	RBATX vs FIRVX
FRKMX	Fidelity Managed Retirement Income Fund Class K	86	—	Aug 2019	RBATX vs FRKMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	85	—	Aug 2019	RBATX vs FRHMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	85	—	Aug 2007	RBATX vs FRAMX
PADLX	Putnam Retirement Advantage Maturity Fund	85	—	Dec 2019	RBATX vs PADLX

Top Performing RBATX Alternatives (YTD)

RBATX is at 3.81% YTD. There are 651 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	RBATX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	1,644,791.35%	—	Aug 2007	RBATX vs FRAMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	1,464,383.96%	—	Aug 2019	RBATX vs FRHMX
FIRVX	Fidelity Managed Retirement 2020 Fund	1,440,933.92%	—	Dec 2007	RBATX vs FIRVX
FCTKX	Fidelity Freedom 2055 Fund Class K6	13.50%	—	Jun 2011	RBATX vs FCTKX

Lowest Volatility Alternatives to RBATX

RBATX has 4.97% 1-year volatility. There are 22 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.49%.

Symbol	Name	Volatility 1Y	AUM	Inception
TDIFX	Dimensional Retirement Income Fund	3.49%	—	Nov 2015	RBATX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.31%	—	Oct 2009	RBATX vs FIKFX
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	4.32%	—	Aug 2007	RBATX vs FRIMX
FRQIX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.32%	—	Aug 2007	RBATX vs FRQIX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.33%	—	Oct 2009	RBATX vs FFGZX

Lowest Drawdown Alternatives to RBATX

RBATX has a 1-year max drawdown of -4.49%. There are 91 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	RBATX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	-3.32%	—	Oct 2009	RBATX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	RBATX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	-3.41%	—	Aug 2019	RBATX vs FRQHX
FRKMX	Fidelity Managed Retirement Income Fund Class K	-3.42%	—	Aug 2019	RBATX vs FRKMX

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	80	9.28%	—	Jul 1975	RBATX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	41	9.39%	—	Jan 1934	RBATX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	43	7.91%	—	Jul 1952	RBATX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	25	8.06%	—	Dec 1973	RBATX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	38	10.44%	—	May 2009	RBATX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	63	13.24%	—	Aug 1978	RBATX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	24	6.09%	—	Mar 1973	RBATX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	24	8.00%	—	Dec 1973	RBATX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	58	7.15%	—	Dec 1973	RBATX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	21	5.88%	—	Jan 1967	RBATX vs AMCPX

Often Compared With RBATX

Investors most often compare RBATX with IRSOX, LTSTX, SSFNX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
IRSOX	Voya Target Retirement 2040 Fund	Target Retirement Date	76	10.24%	—	Dec 2012	RBATX vs IRSOX
LTSTX	Principal LifeTime 2025 Fund	Target Retirement Date	44	4.65%	—	Feb 2008	RBATX vs LTSTX
SSFNX	State Street Target Retirement Fund	Target Retirement Date	83	5.13%	—	Sep 2014	RBATX vs SSFNX
IRSQX	Voya Target Retirement 2050 Fund	Target Retirement Date	74	11.29%	—	Dec 2012	RBATX vs IRSQX
PDAHX	Prudential Day One Income Fund	Target Retirement Date	80	4.94%	—	Dec 2016	RBATX vs PDAHX
DTDRX	Dimensional 2065 Target Date Retirement Income Fun...	Target Retirement Date	76	10.94%	—	Jan 2020	RBATX vs DTDRX
FRBHX	Fidelity Freedom® 2070 Fund Class K6	Target Retirement Date	71	13.44%	—	Jun 2024	RBATX vs FRBHX
FRQKX	Fidelity Managed Retirement 2010 Fund Class K	Target Retirement Date	82	3.66%	—	Aug 2019	RBATX vs FRQKX
FVTKX	Fidelity Freedom 2060 Fund Class K6	Target Retirement Date	71	13.50%	—	Aug 2014	RBATX vs FVTKX
PPLIX	Principal LifeTime 2050 Fund	Target Retirement Date	39	8.07%	—	Feb 2001	RBATX vs PPLIX
SSBRX	State Street Target Retirement 2025 Fund	Target Retirement Date	80	6.10%	—	Sep 2014	RBATX vs SSBRX
JRLVX	John Hancock Funds Multi-Index 2045 Lifetime Portf...	Target Retirement Date	64	10.98%	—	Nov 2013	RBATX vs JRLVX
FFSZX	Fidelity Freedom 2065 Fund Class K6	Target Retirement Date	71	13.50%	—	Jun 2019	RBATX vs FFSZX
DRILX	Dimensional 2060 Target Date Retirement Income Fun...	Target Retirement Date	76	10.90%	—	Nov 2015	RBATX vs DRILX
LPVIX	BlackRock LifePath Dynamic 2055 Fund	Target Retirement Date	49	11.72%	—	Jun 2010	RBATX vs LPVIX
PMTIX	Principal LifeTime 2030 Fund	Target Retirement Date	42	5.25%	—	Feb 2001	RBATX vs PMTIX
DRIKX	Dimensional 2055 Target Date Retirement Income Fun...	Target Retirement Date	75	10.89%	—	Nov 2015	RBATX vs DRIKX
FFSDX	Fidelity Freedom 2065 Fund Class K	Target Retirement Date	70	13.41%	—	Jun 2019	RBATX vs FFSDX
JIEHX	John Hancock Funds Multi-Index 2060 Lifetime Portf...	Target Retirement Date	62	11.48%	—	Mar 2016	RBATX vs JIEHX
JLKYX	John Hancock Funds Multi-Index 2055 Lifetime Portf...	Target Retirement Date	62	11.51%	—	Mar 2014	RBATX vs JLKYX

Compare RBATX with Any Fund or Stock

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

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Diversifiers

Pair RBATX with funds that move differently

American Funds 2010 Target Date Retirement Fund Class R2 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RBATX.

Explore RBATX Diversifiers

American Funds 2010 Target Date Retirement Fund Class R2 (RBATX) Alternatives