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 | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | RFKTX vs JLKYX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | RFKTX vs LTFIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | RFKTX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | RFKTX vs PMTIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | RFKTX vs LTRIX |
Best Risk-Adjusted Alternatives to RFKTX
RFKTX has a PortfoliosLab risk / return rank of 53. There are 511 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 | RFKTX vs FIRVX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | RFKTX vs PADLX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | RFKTX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | RFKTX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | RFKTX vs FRHMX |
Top Performing RFKTX Alternatives (YTD)
RFKTX is at 9.06% YTD. There are 232 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 | RFKTX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | RFKTX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | RFKTX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | RFKTX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.19% | — | Jun 2019 | RFKTX vs FFSZX |
Lowest Volatility Alternatives to RFKTX
RFKTX has 12.82% 1-year volatility. There are 518 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 | RFKTX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | RFKTX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.32% | — | Oct 2009 | RFKTX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.34% | — | Oct 2009 | RFKTX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | Aug 2007 | RFKTX vs FRIMX |
Lowest Drawdown Alternatives to RFKTX
RFKTX has a 1-year max drawdown of -9.70%. There are 603 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 Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | RFKTX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | RFKTX 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 RFKTX
Investors most often compare RFKTX with VFFVX, JLGMX, SSFNX. 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