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 | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | RFETX vs JLKYX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | RFETX vs LTFIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | RFETX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | RFETX vs PMTIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | RFETX vs LTRIX |
Best Risk-Adjusted Alternatives to RFETX
RFETX has a PortfoliosLab risk / return rank of 54. There are 487 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 85 | — | Dec 2007 | RFETX vs FIRVX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | RFETX vs PADLX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | RFETX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | RFETX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | RFETX vs FRHMX |
Top Performing RFETX Alternatives (YTD)
RFETX is at 4.95% YTD. There are 511 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 | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | RFETX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | RFETX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | RFETX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | RFETX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.19% | — | Jun 2019 | RFETX vs FFSZX |
Lowest Volatility Alternatives to RFETX
RFETX has 7.63% 1-year volatility. There are 201 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.59% | — | Nov 2015 | RFETX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | RFETX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.32% | — | Oct 2009 | RFETX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.34% | — | Oct 2009 | RFETX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | Aug 2007 | RFETX vs FRIMX |
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 | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | RFETX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | RFETX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | RFETX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | RFETX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | RFETX vs FRQKX |
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 RFETX
Investors most often compare RFETX with SCHD, VOO, FYTKX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare RFETX with Any Fund or Stock
Compare RFETX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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