RFETX Alternatives & Similar Mutual Funds

American Funds 2030 Target Date Retirement Fund Class R6 (RFETX) 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 RFETX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to RFETX

RFETX charges 0.33% annually. There are 264 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	RFETX vs PMTIX
PPLIX	Principal LifeTime 2050 Fund	0.01%	—	Feb 2001	RFETX vs PPLIX
JLKYX	John Hancock Funds Multi-Index 2055 Lifetime Portf...	0.01%	—	Mar 2014	RFETX vs JLKYX
PLTZX	Principal LifeTime 2060 Fund	0.01%	—	Feb 2013	RFETX vs PLTZX
LTIUX	Principal LifeTime 2035 Fund	0.01%	—	Feb 2008	RFETX vs LTIUX

Best Risk-Adjusted Alternatives to RFETX

RFETX has a PortfoliosLab risk / return rank of 61. There are 434 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
SSFNX	State Street Target Retirement Fund	87	—	Sep 2014	RFETX vs SSFNX
URFRX	USAA Target Retirement 2040 Fund	86	—	Jul 2008	RFETX vs URFRX
URINX	USAA Target Retirement Income Fund	86	—	Jul 2008	RFETX vs URINX
URFFX	USAA Target Retirement 2050 Fund	86	—	Jul 2008	RFETX vs URFFX
SSBRX	State Street Target Retirement 2025 Fund	86	—	Sep 2014	RFETX vs SSBRX

Top Performing RFETX Alternatives (YTD)

RFETX is at 6.29% YTD. There are 482 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.49%.

Symbol	Name	YTD Return	AUM	Inception
URSIX	USAA Target Retirement 2060 Fund	14.49%	—	Jul 2013	RFETX vs URSIX
FWLSX	Fidelity Flex Freedom Blend 2060 Fund	14.31%	—	Jun 2017	RFETX vs FWLSX
FDFPX	Fidelity Flex Freedom Blend 2065 Fund	14.25%	—	Jun 2019	RFETX vs FDFPX
FFSZX	Fidelity Freedom 2065 Fund Class K6	14.22%	—	Jun 2019	RFETX vs FFSZX
FVTKX	Fidelity Freedom 2060 Fund Class K6	14.22%	—	Aug 2014	RFETX vs FVTKX

Lowest Volatility Alternatives to RFETX

RFETX has 7.68% 1-year volatility. There are 158 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	RFETX vs TDIFX
FIKFX	Fidelity Freedom Index Retirement Fund Investor Cl...	4.45%	—	Oct 2009	RFETX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.47%	—	Oct 2009	RFETX vs FFGZX
DRIQX	Dimensional 2015 Target Date Retirement Income Fun...	4.51%	—	Nov 2015	RFETX vs DRIQX
MLLIX	MFS Lifetime Income Fund	4.52%	—	Sep 2005	RFETX vs MLLIX

Lowest Drawdown Alternatives to RFETX

RFETX has a 1-year max drawdown of -6.08%. There are 189 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	RFETX vs TDIFX
FIKFX	Fidelity Freedom Index Retirement Fund Investor Cl...	-3.32%	—	Oct 2009	RFETX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	RFETX vs FFGZX
DRIQX	Dimensional 2015 Target Date Retirement Income Fun...	-3.47%	—	Nov 2015	RFETX vs DRIQX
PRMYX	Putnam RetirementReady Maturity Fund	-3.50%	—	Oct 2004	RFETX 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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	82	9.07%	—	Jul 1975	RFETX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	54	11.56%	—	Jan 1934	RFETX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	67	9.80%	—	Jul 1952	RFETX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	26	7.56%	—	Dec 1973	RFETX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	48	10.14%	—	May 2009	RFETX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	74	14.46%	—	Aug 1978	RFETX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	28	5.57%	—	Mar 1973	RFETX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	26	7.49%	—	Dec 1973	RFETX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	82	8.47%	—	Dec 1973	RFETX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	26	6.84%	—	Jan 1967	RFETX vs AMCPX

Often Compared With RFETX

Investors most often compare RFETX with VOO, FRKMX, SCHD. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	72	13.74%	1.70T	Sep 2010	RFETX vs VOO
FRKMX	Fidelity Managed Retirement Income Fund Class K	Target Retirement Date	—	—	—	Aug 2019	RFETX vs FRKMX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	25.44%	104.16B	Oct 2011	RFETX vs SCHD
FYTKX	Fidelity Freedom Income Fund Class K6	Target Retirement Date	68	4.60%	—	Oct 1996	RFETX vs FYTKX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	Target Retirement Date	—	—	—	Aug 2019	RFETX vs FRHMX
LTSTX	Principal LifeTime 2025 Fund	Target Retirement Date	52	5.20%	—	Feb 2008	RFETX vs LTSTX
FFFCX	Fidelity Freedom 2010 Fund	Target Retirement Date	66	4.79%	—	Oct 1996	RFETX vs FFFCX
PDAHX	Prudential Day One Income Fund	Target Retirement Date	85	5.23%	—	Dec 2016	RFETX vs PDAHX
FNSHX	Fidelity Freedom Income Fund Class K	Target Retirement Date	61	4.31%	—	Jul 2017	RFETX vs FNSHX
URTRX	USAA Target Retirement 2030 Fund	Target Retirement Date	85	8.92%	—	Jul 2008	RFETX vs URTRX
FCQTX	American Funds 2065 Target Date Retirement Fund	Target Retirement Date	55	10.51%	—	Mar 2020	RFETX vs FCQTX
RFFTX	American Funds 2035 Target Date Retirement Fund Cl...	Target Retirement Date	60	7.33%	—	Feb 2007	RFETX vs RFFTX
LTFIX	Principal LifeTime 2055 Fund	Target Retirement Date	56	10.13%	—	Feb 2008	RFETX vs LTFIX
FFSFX	Fidelity Freedom 2065 Fund	Target Retirement Date	78	14.10%	—	Jun 2019	RFETX vs FFSFX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	Target Retirement Date	—	—	—	Aug 2019	RFETX vs FRQHX
PDEJX	Prudential Day One 2025 Fund	Target Retirement Date	84	6.64%	—	Dec 2016	RFETX vs PDEJX
FFFAX	Fidelity Freedom Income Fund	Target Retirement Date	64	4.39%	—	Oct 1996	RFETX vs FFFAX
FRQKX	Fidelity Managed Retirement 2010 Fund Class K	Target Retirement Date	—	—	—	Aug 2019	RFETX vs FRQKX
PADLX	Putnam Retirement Advantage Maturity Fund	Target Retirement Date	83	4.27%	—	Dec 2019	RFETX vs PADLX
JRLVX	John Hancock Funds Multi-Index 2045 Lifetime Portf...	Target Retirement Date	77	12.02%	—	Nov 2013	RFETX vs JRLVX

Compare RFETX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair RFETX with funds that move differently

American Funds 2030 Target Date Retirement Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RFETX.

Explore RFETX Diversifiers

American Funds 2030 Target Date Retirement Fund Class R6 (RFETX) Alternatives