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 262 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
LTSTX	Principal LifeTime 2025 Fund	0.01%	—	Feb 2008	RFETX vs LTSTX
PLTZX	Principal LifeTime 2060 Fund	0.01%	—	Feb 2013	RFETX vs PLTZX
JIEHX	John Hancock Funds Multi-Index 2060 Lifetime Portf...	0.01%	—	Mar 2016	RFETX vs JIEHX
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008	RFETX vs LTRIX
PPLIX	Principal LifeTime 2050 Fund	0.01%	—	Feb 2001	RFETX vs PPLIX

Best Risk-Adjusted Alternatives to RFETX

RFETX has a PortfoliosLab risk / return rank of 62. There are 470 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.

Symbol	Name	Risk / Return Rank	AUM	Inception
PADLX	Putnam Retirement Advantage Maturity Fund	89	—	Dec 2019	RFETX vs PADLX
SSFNX	State Street Target Retirement Fund	88	—	Sep 2014	RFETX vs SSFNX
PDAHX	Prudential Day One Income Fund	85	—	Dec 2016	RFETX vs PDAHX
SSBRX	State Street Target Retirement 2025 Fund	85	—	Sep 2014	RFETX vs SSBRX
DRILX	Dimensional 2060 Target Date Retirement Income Fun...	83	—	Nov 2015	RFETX vs DRILX

Top Performing RFETX Alternatives (YTD)

RFETX is at 6.13% YTD. There are 514 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.17%.

Symbol	Name	YTD Return	AUM	Inception
FWLSX	Fidelity Flex Freedom Blend 2060 Fund	14.17%	—	Jun 2017	RFETX vs FWLSX
FDFPX	Fidelity Flex Freedom Blend 2065 Fund	14.11%	—	Jun 2019	RFETX vs FDFPX
FQLSX	Fidelity Flex Freedom Blend 2055 Fund	14.07%	—	Jun 2017	RFETX vs FQLSX
FHDDX	Fidelity Freedom Blend 2055 Fund Class K6	14.04%	—	Aug 2018	RFETX vs FHDDX
FFBQX	Fidelity Freedom Blend 2065 Fund Class K6	14.03%	—	Jun 2019	RFETX vs FFBQX

Lowest Volatility Alternatives to RFETX

RFETX has 7.24% 1-year volatility. There are 208 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.

Symbol	Name	Volatility 1Y	AUM	Inception
TDIFX	Dimensional Retirement Income Fund	3.33%	—	Nov 2015	RFETX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	3.98%	—	Oct 2009	RFETX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.01%	—	Oct 2009	RFETX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	4.14%	—	Aug 2019	RFETX vs FRQHX
FRKMX	Fidelity Managed Retirement Income Fund Class K	4.15%	—	Aug 2019	RFETX vs FRKMX

Lowest Drawdown Alternatives to RFETX

RFETX has a 1-year max drawdown of -6.08%. There are 218 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 Income Fund Investor Class	-3.32%	—	Oct 2009	RFETX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	RFETX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	-3.41%	—	Aug 2019	RFETX vs FRQHX
FRKMX	Fidelity Managed Retirement Income Fund Class K	-3.42%	—	Aug 2019	RFETX vs FRKMX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, RGAGX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	85	9.98%	—	Jul 1975	RFETX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	55	10.91%	—	Jan 1934	RFETX vs AIVSX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	35	10.24%	—	Dec 1973	RFETX vs RGAGX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.89%	—	Jul 1952	RFETX vs AWSHX
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	40	12.33%	—	—	RFETX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities	75	15.14%	—	Jan 1978	RFETX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Large Cap Growth Equities, Global Equities	29	7.38%	—	Mar 1973	RFETX vs ANWPX
GFFFX	American Funds The Growth Fund of America	Large Cap Growth Equities	34	10.19%	—	Dec 1973	RFETX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	53	6.34%	—	Dec 1973	RFETX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	27	6.34%	—	Jan 1967	RFETX vs AMCPX

Often Compared With RFETX

Investors most often compare RFETX with STRV, SCHD, VOO. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
STRV	Strive 500 ETF	Large Cap Growth Equities	67	10.98%	1.11B	Sep 2022	RFETX vs STRV
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	80	19.01%	94.95B	Oct 2011	RFETX vs SCHD
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	RFETX vs VOO
PMTIX	Principal LifeTime 2030 Fund	Target Retirement Date	53	6.02%	—	Feb 2001	RFETX vs PMTIX
FYTKX	Fidelity Freedom Income Fund Class K6	Target Retirement Date	78	5.05%	—	Oct 1996	RFETX vs FYTKX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	Target Retirement Date	75	4.14%	—	Aug 2019	RFETX vs FRHMX
FFFCX	Fidelity Freedom 2010 Fund	Target Retirement Date	76	5.33%	—	Oct 1996	RFETX vs FFFCX
FNSHX	Fidelity Freedom Income Fund Class K	Target Retirement Date	75	4.98%	—	Jul 2017	RFETX vs FNSHX
LTFIX	Principal LifeTime 2055 Fund	Target Retirement Date	49	9.67%	—	Feb 2008	RFETX vs LTFIX
FCQTX	American Funds 2065 Target Date Retirement Fund	Target Retirement Date	58	11.15%	—	Mar 2020	RFETX vs FCQTX
PDEJX	Prudential Day One 2025 Fund	Target Retirement Date	81	6.55%	—	Dec 2016	RFETX vs PDEJX
JRLVX	John Hancock Funds Multi-Index 2045 Lifetime Portf...	Target Retirement Date	72	12.32%	—	Nov 2013	RFETX vs JRLVX
FFFAX	Fidelity Freedom Income Fund	Target Retirement Date	76	4.96%	—	Oct 1996	RFETX vs FFFAX
FRQKX	Fidelity Managed Retirement 2010 Fund Class K	Target Retirement Date	74	4.10%	—	Aug 2019	RFETX vs FRQKX
JLKYX	John Hancock Funds Multi-Index 2055 Lifetime Portf...	Target Retirement Date	69	12.94%	—	Mar 2014	RFETX vs JLKYX
PTDIX	Principal LifeTime 2040 Fund	Target Retirement Date	50	7.80%	—	Feb 2001	RFETX vs PTDIX
URTRX	USAA Target Retirement 2030 Fund	Target Retirement Date	77	8.16%	—	Jul 2008	RFETX vs URTRX
LTIUX	Principal LifeTime 2035 Fund	Target Retirement Date	50	6.70%	—	Feb 2008	RFETX vs LTIUX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	Target Retirement Date	69	3.94%	—	Aug 2007	RFETX vs FRAMX
URINX	USAA Target Retirement Income Fund	Target Retirement Date	82	5.93%	—	Jul 2008	RFETX vs URINX

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