RFVTX Alternatives & Similar Mutual Funds

American Funds 2065 Target Date Retirement Fund Class R-6 (RFVTX) 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 RFVTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to RFVTX

RFVTX charges 0.39% annually. There are 318 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
PTDIX	Principal LifeTime 2040 Fund	0.01%	—	Feb 2001	RFVTX vs PTDIX
FCQTX	American Funds 2065 Target Date Retirement Fund	0.01%	—	Mar 2020	RFVTX vs FCQTX
LTFIX	Principal LifeTime 2055 Fund	0.01%	—	Feb 2008	RFVTX vs LTFIX
PLTZX	Principal LifeTime 2060 Fund	0.01%	—	Feb 2013	RFVTX vs PLTZX
LTIUX	Principal LifeTime 2035 Fund	0.01%	—	Feb 2008	RFVTX vs LTIUX

Best Risk-Adjusted Alternatives to RFVTX

RFVTX has a PortfoliosLab risk / return rank of 51. There are 567 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
FIRVX	Fidelity Managed Retirement 2020 Fund	86	—	Dec 2007	RFVTX vs FIRVX
FRKMX	Fidelity Managed Retirement Income Fund Class K	86	—	Aug 2019	RFVTX vs FRKMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	85	—	Aug 2019	RFVTX vs FRHMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	85	—	Aug 2007	RFVTX vs FRAMX
PADLX	Putnam Retirement Advantage Maturity Fund	85	—	Dec 2019	RFVTX vs PADLX

Top Performing RFVTX Alternatives (YTD)

RFVTX is at 10.46% YTD. There are 226 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
FRKMX	Fidelity Managed Retirement Income Fund Class K	15,640,638.04%	—	Aug 2019	RFVTX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	1,644,791.35%	—	Aug 2007	RFVTX vs FRAMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	1,464,383.96%	—	Aug 2019	RFVTX vs FRHMX
FIRVX	Fidelity Managed Retirement 2020 Fund	1,440,933.92%	—	Dec 2007	RFVTX vs FIRVX
FCTKX	Fidelity Freedom 2055 Fund Class K6	13.50%	—	Jun 2011	RFVTX vs FCTKX

Lowest Volatility Alternatives to RFVTX

RFVTX has 12.92% 1-year volatility. There are 534 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.49%.

Symbol	Name	Volatility 1Y	AUM	Inception
TDIFX	Dimensional Retirement Income Fund	3.49%	—	Nov 2015	RFVTX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.31%	—	Oct 2009	RFVTX vs FIKFX
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	4.32%	—	Aug 2007	RFVTX vs FRIMX
FRQIX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.32%	—	Aug 2007	RFVTX vs FRQIX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.33%	—	Oct 2009	RFVTX vs FFGZX

Lowest Drawdown Alternatives to RFVTX

RFVTX has a 1-year max drawdown of -9.83%. There are 639 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	RFVTX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	-3.32%	—	Oct 2009	RFVTX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	RFVTX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	-3.41%	—	Aug 2019	RFVTX vs FRQHX
FRKMX	Fidelity Managed Retirement Income Fund Class K	-3.42%	—	Aug 2019	RFVTX vs FRKMX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	80	9.28%	—	Jul 1975	RFVTX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	41	9.39%	—	Jan 1934	RFVTX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	43	7.91%	—	Jul 1952	RFVTX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	25	8.06%	—	Dec 1973	RFVTX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	38	10.44%	—	May 2009	RFVTX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	63	13.24%	—	Aug 1978	RFVTX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	24	6.09%	—	Mar 1973	RFVTX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	24	8.00%	—	Dec 1973	RFVTX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	58	7.15%	—	Dec 1973	RFVTX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	21	5.88%	—	Jan 1967	RFVTX vs AMCPX

Often Compared With RFVTX

Investors most often compare RFVTX with FXAIX, VINIX, FFSDX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FXAIX	Fidelity 500 Index Fund	S&P 500	60	9.97%	—	Feb 1988	RFVTX vs FXAIX
VINIX	Vanguard Institutional Index Fund Institutional Sh...	S&P 500, Large Cap Blend Equities	60	9.96%	355.20B	Jul 1990	RFVTX vs VINIX
FFSDX	Fidelity Freedom 2065 Fund Class K	Target Retirement Date	70	13.41%	—	Jun 2019	RFVTX vs FFSDX
FNSDX	Fidelity Freedom 2055 Fund Class K	Target Retirement Date	70	13.42%	—	Jul 2017	RFVTX vs FNSDX
FFSZX	Fidelity Freedom 2065 Fund Class K6	Target Retirement Date	71	13.50%	—	Jun 2019	RFVTX vs FFSZX
FRQKX	Fidelity Managed Retirement 2010 Fund Class K	Target Retirement Date	82	3.66%	—	Aug 2019	RFVTX vs FRQKX
SSFNX	State Street Target Retirement Fund	Target Retirement Date	83	5.13%	—	Sep 2014	RFVTX vs SSFNX
FRBHX	Fidelity Freedom® 2070 Fund Class K6	Target Retirement Date	71	13.44%	—	Jun 2024	RFVTX vs FRBHX
PDAHX	Prudential Day One Income Fund	Target Retirement Date	80	4.94%	—	Dec 2016	RFVTX vs PDAHX
FNSFX	Fidelity Freedom 2060 Fund Class K	Target Retirement Date	71	13.44%	—	Jul 2017	RFVTX vs FNSFX
FRQAX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	Target Retirement Date	66	3.51%	—	Aug 2007	RFVTX vs FRQAX
FVTKX	Fidelity Freedom 2060 Fund Class K6	Target Retirement Date	71	13.50%	—	Aug 2014	RFVTX vs FVTKX
URINX	USAA Target Retirement Income Fund	Target Retirement Date	80	5.80%	—	Jul 2008	RFVTX vs URINX
DRIJX	Dimensional 2050 Target Date Retirement Income Fun...	Target Retirement Date	73	10.36%	—	Nov 2015	RFVTX vs DRIJX
PLWIX	Principal LifeTime 2020 Fund	Target Retirement Date	45	4.13%	—	Feb 2001	RFVTX vs PLWIX
PPLIX	Principal LifeTime 2050 Fund	Target Retirement Date	39	8.07%	—	Feb 2001	RFVTX vs PPLIX
SSBRX	State Street Target Retirement 2025 Fund	Target Retirement Date	80	6.10%	—	Sep 2014	RFVTX vs SSBRX
JLKYX	John Hancock Funds Multi-Index 2055 Lifetime Portf...	Target Retirement Date	62	11.51%	—	Mar 2014	RFVTX vs JLKYX
LTRIX	Principal LifeTime 2045 Fund	Target Retirement Date	40	7.48%	—	Feb 2008	RFVTX vs LTRIX
PMTIX	Principal LifeTime 2030 Fund	Target Retirement Date	42	5.25%	—	Feb 2001	RFVTX vs PMTIX

Compare RFVTX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair RFVTX with funds that move differently

American Funds 2065 Target Date Retirement Fund Class R-6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RFVTX.

Explore RFVTX Diversifiers

American Funds 2065 Target Date Retirement Fund Class R-6 (RFVTX) Alternatives