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
FCQTX	American Funds 2065 Target Date Retirement Fund	0.01%	—	Mar 2020	RFETX vs FCQTX
PPLIX	Principal LifeTime 2050 Fund	0.01%	—	Feb 2001	RFETX vs PPLIX
JIEHX	John Hancock Funds Multi-Index 2060 Lifetime Portf...	0.01%	—	Mar 2016	RFETX vs JIEHX
PMTIX	Principal LifeTime 2030 Fund	0.01%	—	Feb 2001	RFETX vs PMTIX
PTDIX	Principal LifeTime 2040 Fund	0.01%	—	Feb 2001	RFETX vs PTDIX

Best Risk-Adjusted Alternatives to RFETX

RFETX has a PortfoliosLab risk / return rank of 53. There are 497 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
PADLX	Putnam Retirement Advantage Maturity Fund	86	—	Dec 2019	RFETX vs PADLX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	85	—	Aug 2007	RFETX vs FRAMX
SSFNX	State Street Target Retirement Fund	84	—	Sep 2014	RFETX vs SSFNX
PDAHX	Prudential Day One Income Fund	82	—	Dec 2016	RFETX vs PDAHX
TDIFX	Dimensional Retirement Income Fund	81	—	Nov 2015	RFETX vs TDIFX

Top Performing RFETX Alternatives (YTD)

RFETX is at 5.49% YTD. There are 482 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 1,644,791.35%.

Symbol	Name	YTD Return	AUM	Inception
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	1,644,791.35%	—	Aug 2007	RFETX vs FRAMX
URSIX	USAA Target Retirement 2060 Fund	12.78%	—	Jul 2013	RFETX vs URSIX
FWLSX	Fidelity Flex Freedom Blend 2060 Fund	12.62%	—	Jun 2017	RFETX vs FWLSX
FFSZX	Fidelity Freedom 2065 Fund Class K6	12.58%	—	Jun 2019	RFETX vs FFSZX
FCTKX	Fidelity Freedom 2055 Fund Class K6	12.56%	—	Jun 2011	RFETX vs FCTKX

Lowest Volatility Alternatives to RFETX

RFETX has 7.60% 1-year volatility. There are 177 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
TDIFX	Dimensional Retirement Income Fund	3.51%	—	Nov 2015	RFETX vs TDIFX
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	4.32%	—	Aug 2007	RFETX vs FRIMX
FRQIX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.32%	—	Aug 2007	RFETX vs FRQIX
FRQAX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.33%	—	Aug 2007	RFETX vs FRQAX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.38%	—	Oct 2009	RFETX vs FIKFX

Lowest Drawdown Alternatives to RFETX

RFETX has a 1-year max drawdown of -6.08%. There are 200 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
FRQIX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	-3.43%	—	Aug 2007	RFETX vs FRQIX
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	-3.44%	—	Aug 2007	RFETX vs FRIMX

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	77	8.59%	—	Jul 1975	RFETX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	37	9.29%	—	Jan 1934	RFETX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	40	7.78%	—	Jul 1952	RFETX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	21	7.34%	—	Dec 1973	RFETX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	34	8.85%	—	May 2009	RFETX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	56	12.68%	—	Aug 1978	RFETX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	22	5.34%	—	Mar 1973	RFETX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	21	7.27%	—	Dec 1973	RFETX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	60	6.96%	—	Dec 1973	RFETX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	19	5.51%	—	Jan 1967	RFETX vs AMCPX

Often Compared With RFETX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FRKMX	Fidelity Managed Retirement Income Fund Class K	Target Retirement Date	—	—	—	Aug 2019	RFETX vs FRKMX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	83	19.32%	98.55B	Oct 2011	RFETX vs SCHD
VOO	Vanguard S&P 500 ETF	S&P 500	67	10.87%	1.70T	Sep 2010	RFETX vs VOO
FYTKX	Fidelity Freedom Income Fund Class K6	Target Retirement Date	72	4.16%	—	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	44	4.19%	—	Feb 2008	RFETX vs LTSTX
FFFCX	Fidelity Freedom 2010 Fund	Target Retirement Date	68	4.38%	—	Oct 1996	RFETX vs FFFCX
FNSHX	Fidelity Freedom Income Fund Class K	Target Retirement Date	66	3.95%	—	Jul 2017	RFETX vs FNSHX
LTFIX	Principal LifeTime 2055 Fund	Target Retirement Date	39	8.01%	—	Feb 2008	RFETX vs LTFIX
URTRX	USAA Target Retirement 2030 Fund	Target Retirement Date	79	7.86%	—	Jul 2008	RFETX vs URTRX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	Target Retirement Date	—	—	—	Aug 2019	RFETX vs FRQHX
FFFAX	Fidelity Freedom Income Fund	Target Retirement Date	67	4.03%	—	Oct 1996	RFETX vs FFFAX
RFFTX	American Funds 2035 Target Date Retirement Fund Cl...	Target Retirement Date	49	6.43%	—	Feb 2007	RFETX vs RFFTX
JRLVX	John Hancock Funds Multi-Index 2045 Lifetime Portf...	Target Retirement Date	65	10.68%	—	Nov 2013	RFETX vs JRLVX
PDEJX	Prudential Day One 2025 Fund	Target Retirement Date	79	6.00%	—	Dec 2016	RFETX vs PDEJX
FRQKX	Fidelity Managed Retirement 2010 Fund Class K	Target Retirement Date	—	—	—	Aug 2019	RFETX vs FRQKX
FFSFX	Fidelity Freedom 2065 Fund	Target Retirement Date	66	12.47%	—	Jun 2019	RFETX vs FFSFX
PLTZX	Principal LifeTime 2060 Fund	Target Retirement Date	40	8.02%	—	Feb 2013	RFETX vs PLTZX
URINX	USAA Target Retirement Income Fund	Target Retirement Date	81	5.53%	—	Jul 2008	RFETX vs URINX
JLKYX	John Hancock Funds Multi-Index 2055 Lifetime Portf...	Target Retirement Date	62	11.22%	—	Mar 2014	RFETX vs JLKYX

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