American Funds 2055 Target Date Retirement Fund Class R6 (RFKTX) 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 RFKTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RFKTX
RFKTX charges 0.38% annually. There are 301 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 2020 Fund | 0.01% | — | Feb 2001 | RFKTX vs PLWIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | RFKTX vs FCQTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | RFKTX vs PPLIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | RFKTX vs JIEHX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | RFKTX vs LTIUX |
Best Risk-Adjusted Alternatives to RFKTX
RFKTX has a PortfoliosLab risk / return rank of 46. There are 583 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 | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | RFKTX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | RFKTX vs FRAMX | |
| State Street Target Retirement Fund | 84 | — | Sep 2014 | RFKTX vs SSFNX | |
| Prudential Day One Income Fund | 82 | — | Dec 2016 | RFKTX vs PDAHX | |
| Dimensional Retirement Income Fund | 81 | — | Nov 2015 | RFKTX vs TDIFX |
Top Performing RFKTX Alternatives (YTD)
RFKTX is at 9.42% YTD. There are 261 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 | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | RFKTX vs FRAMX | |
| USAA Target Retirement 2060 Fund | 12.78% | — | Jul 2013 | RFKTX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.62% | — | Jun 2017 | RFKTX vs FWLSX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.58% | — | Jun 2019 | RFKTX vs FFSZX | |
| Fidelity Freedom 2055 Fund Class K6 | 12.56% | — | Jun 2011 | RFKTX vs FCTKX |
Lowest Volatility Alternatives to RFKTX
RFKTX has 12.89% 1-year volatility. There are 504 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 | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | RFKTX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | RFKTX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | RFKTX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | RFKTX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | RFKTX vs FIKFX |
Lowest Drawdown Alternatives to RFKTX
RFKTX has a 1-year max drawdown of -9.70%. There are 585 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 | RFKTX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | RFKTX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | RFKTX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | RFKTX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | RFKTX 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.
Often Compared With RFKTX
Investors most often compare RFKTX with VFFVX, FIRQX, JLGMX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare RFKTX with Any Fund or Stock
Compare RFKTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RFKTX with funds that move differently
American Funds 2055 Target Date Retirement Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RFKTX.
Explore RFKTX Diversifiers