RFKTX Alternatives & Similar Mutual Funds

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
LTFIX	Principal LifeTime 2055 Fund	0.01%	—	Feb 2008	RFKTX vs LTFIX
JIEHX	John Hancock Funds Multi-Index 2060 Lifetime Portf...	0.01%	—	Mar 2016	RFKTX vs JIEHX
PTDIX	Principal LifeTime 2040 Fund	0.01%	—	Feb 2001	RFKTX vs PTDIX
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008	RFKTX vs LTRIX
PMTIX	Principal LifeTime 2030 Fund	0.01%	—	Feb 2001	RFKTX vs PMTIX

Best Risk-Adjusted Alternatives to RFKTX

RFKTX has a PortfoliosLab risk / return rank of 57. There are 545 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.

Symbol	Name	Risk / Return Rank	AUM	Inception
PADLX	Putnam Retirement Advantage Maturity Fund	89	—	Dec 2019	RFKTX vs PADLX
SSFNX	State Street Target Retirement Fund	88	—	Sep 2014	RFKTX vs SSFNX
PDAHX	Prudential Day One Income Fund	85	—	Dec 2016	RFKTX vs PDAHX
SSBRX	State Street Target Retirement 2025 Fund	85	—	Sep 2014	RFKTX vs SSBRX
DRILX	Dimensional 2060 Target Date Retirement Income Fun...	83	—	Nov 2015	RFKTX vs DRILX

Top Performing RFKTX Alternatives (YTD)

RFKTX is at 10.95% YTD. There are 248 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.17%.

Symbol	Name	YTD Return	AUM	Inception
FWLSX	Fidelity Flex Freedom Blend 2060 Fund	14.17%	—	Jun 2017	RFKTX vs FWLSX
FDFPX	Fidelity Flex Freedom Blend 2065 Fund	14.11%	—	Jun 2019	RFKTX vs FDFPX
FQLSX	Fidelity Flex Freedom Blend 2055 Fund	14.07%	—	Jun 2017	RFKTX vs FQLSX
FHDDX	Fidelity Freedom Blend 2055 Fund Class K6	14.04%	—	Aug 2018	RFKTX vs FHDDX
FFBQX	Fidelity Freedom Blend 2065 Fund Class K6	14.03%	—	Jun 2019	RFKTX vs FFBQX

Lowest Volatility Alternatives to RFKTX

RFKTX has 11.91% 1-year volatility. There are 513 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.

Symbol	Name	Volatility 1Y	AUM	Inception
TDIFX	Dimensional Retirement Income Fund	3.33%	—	Nov 2015	RFKTX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	3.98%	—	Oct 2009	RFKTX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.01%	—	Oct 2009	RFKTX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	4.14%	—	Aug 2019	RFKTX vs FRQHX
FRQAX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.15%	—	Aug 2007	RFKTX vs FRQAX

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
TDIFX	Dimensional Retirement Income Fund	-2.61%	—	Nov 2015	RFKTX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	-3.32%	—	Oct 2009	RFKTX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	RFKTX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	-3.41%	—	Aug 2019	RFKTX vs FRQHX
FRKMX	Fidelity Managed Retirement Income Fund Class K	-3.42%	—	Aug 2019	RFKTX vs FRKMX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, RGAGX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	85	9.98%	—	Jul 1975	RFKTX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	55	10.91%	—	Jan 1934	RFKTX vs AIVSX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	35	10.24%	—	Dec 1973	RFKTX vs RGAGX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.89%	—	Jul 1952	RFKTX vs AWSHX
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	40	12.33%	—	—	RFKTX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities	75	15.14%	—	Jan 1978	RFKTX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Large Cap Growth Equities, Global Equities	29	7.38%	—	Mar 1973	RFKTX vs ANWPX
GFFFX	American Funds The Growth Fund of America	Large Cap Growth Equities	34	10.19%	—	Dec 1973	RFKTX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	53	6.34%	—	Dec 1973	RFKTX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	27	6.34%	—	Jan 1967	RFKTX vs AMCPX

Often Compared With RFKTX

Investors most often compare RFKTX with VFFVX, JLGMX, FCQTX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VFFVX	Vanguard Target Retirement 2055 Fund	Target Retirement Date, Diversified Portfolio	71	12.17%	73.40B	Aug 2010	RFKTX vs VFFVX
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	20	7.96%	—	Nov 2010	RFKTX vs JLGMX
FCQTX	American Funds 2065 Target Date Retirement Fund	Target Retirement Date	58	11.15%	—	Mar 2020	RFKTX vs FCQTX
FFSDX	Fidelity Freedom 2065 Fund Class K	Target Retirement Date	71	13.87%	—	Jun 2019	RFKTX vs FFSDX
FNSFX	Fidelity Freedom 2060 Fund Class K	Target Retirement Date	72	13.86%	—	Jul 2017	RFKTX vs FNSFX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	Target Retirement Date	75	4.14%	—	Aug 2019	RFKTX vs FRHMX
FCTKX	Fidelity Freedom 2055 Fund Class K6	Target Retirement Date	73	13.94%	—	Jun 2011	RFKTX vs FCTKX
DRIJX	Dimensional 2050 Target Date Retirement Income Fun...	Target Retirement Date	81	11.69%	—	Nov 2015	RFKTX vs DRIJX
FNSDX	Fidelity Freedom 2055 Fund Class K	Target Retirement Date	72	13.86%	—	Jul 2017	RFKTX vs FNSDX
FVTKX	Fidelity Freedom 2060 Fund Class K6	Target Retirement Date	73	13.98%	—	Aug 2014	RFKTX vs FVTKX
DRIKX	Dimensional 2055 Target Date Retirement Income Fun...	Target Retirement Date	82	12.38%	—	Nov 2015	RFKTX vs DRIKX
FFSZX	Fidelity Freedom 2065 Fund Class K6	Target Retirement Date	73	13.95%	—	Jun 2019	RFKTX vs FFSZX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	Target Retirement Date	69	3.94%	—	Aug 2007	RFKTX vs FRAMX
FRQIX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	Target Retirement Date	72	4.05%	—	Aug 2007	RFKTX vs FRQIX
JRLVX	John Hancock Funds Multi-Index 2045 Lifetime Portf...	Target Retirement Date	72	12.32%	—	Nov 2013	RFKTX vs JRLVX
LTIUX	Principal LifeTime 2035 Fund	Target Retirement Date	50	6.70%	—	Feb 2008	RFKTX vs LTIUX
PLTZX	Principal LifeTime 2060 Fund	Target Retirement Date	49	9.67%	—	Feb 2013	RFKTX vs PLTZX
FRQKX	Fidelity Managed Retirement 2010 Fund Class K	Target Retirement Date	74	4.10%	—	Aug 2019	RFKTX vs FRQKX
FIRQX	Fidelity Managed Retirement 2010 Fund	Target Retirement Date	72	4.06%	—	Aug 2007	RFKTX vs FIRQX
IRSOX	Voya Target Retirement 2040 Fund	Target Retirement Date	82	11.67%	—	Dec 2012	RFKTX vs IRSOX

Compare RFKTX with Any Fund or Stock

Compare RFKTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

American Funds 2055 Target Date Retirement Fund Class R6 (RFKTX) Alternatives