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 611 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | RBATX vs FCQTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | RBATX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | RBATX vs PMTIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | RBATX vs PLTZX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | RBATX vs PPLIX |
Best Risk-Adjusted Alternatives to RBATX
RBATX has a PortfoliosLab risk / return rank of 60. There are 428 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 | RBATX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | RBATX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | RBATX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | RBATX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | RBATX vs URTRX |
Top Performing RBATX Alternatives (YTD)
RBATX is at 3.73% YTD. There are 615 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 | RBATX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | RBATX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | RBATX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | RBATX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | RBATX vs FQLSX |
Lowest Volatility Alternatives to RBATX
RBATX has 4.98% 1-year volatility. There are 12 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 | RBATX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | RBATX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | RBATX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | RBATX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | RBATX vs DRIQX |
Lowest Drawdown Alternatives to RBATX
RBATX has a 1-year max drawdown of -4.49%. There are 76 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 | RBATX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | RBATX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | RBATX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | RBATX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | RBATX vs PRMYX |
Other Mutual Funds from American Funds
The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.
Often Compared With RBATX
Investors most often compare RBATX with FRQHX, IRSOX, PTDIX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare RBATX with Any Fund or Stock
Compare RBATX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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