American Funds 2050 Target Date Retirement Fund Class R6 (RFITX) 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 RFITX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RFITX
RFITX charges 0.37% annually. There are 296 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | RFITX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | RFITX vs LTIUX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | RFITX vs LTRIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | RFITX vs JIEHX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | RFITX vs PPLIX |
Best Risk-Adjusted Alternatives to RFITX
RFITX has a PortfoliosLab risk / return rank of 55. There are 567 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 | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | RFITX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | RFITX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | RFITX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | RFITX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | RFITX vs FRAMX |
Top Performing RFITX Alternatives (YTD)
RFITX is at 10.49% YTD. There are 277 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 | RFITX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | RFITX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | RFITX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | RFITX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 15.07% | — | Jun 2019 | RFITX vs FFSZX |
Lowest Volatility Alternatives to RFITX
RFITX has 12.29% 1-year volatility. There are 470 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.56% | — | Nov 2015 | RFITX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | RFITX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.29% | — | Oct 2009 | RFITX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.31% | — | Oct 2009 | RFITX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | Aug 2007 | RFITX vs FRIMX |
Lowest Drawdown Alternatives to RFITX
RFITX has a 1-year max drawdown of -9.41%. There are 529 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 | RFITX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | RFITX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | RFITX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | RFITX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | RFITX 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 RFITX
Investors most often compare RFITX with VOO, FXAIX, FIPFX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare RFITX with Any Fund or Stock
Compare RFITX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RFITX with funds that move differently
American Funds 2050 Target Date Retirement Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RFITX.
Explore RFITX Diversifiers