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 319 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 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | RFVTX vs JIEHX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | RFVTX vs PLWIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | RFVTX vs LTIUX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | RFVTX vs PTDIX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | RFVTX vs JRLVX |
Best Risk-Adjusted Alternatives to RFVTX
RFVTX has a PortfoliosLab risk / return rank of 45. There are 610 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | RFVTX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | RFVTX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | RFVTX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | RFVTX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | RFVTX vs URTRX |
Top Performing RFVTX Alternatives (YTD)
RFVTX is at 8.57% YTD. There are 294 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | RFVTX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | RFVTX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | RFVTX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | RFVTX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | RFVTX vs FDFPX |
Lowest Volatility Alternatives to RFVTX
RFVTX has 13.34% 1-year volatility. There are 517 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 | RFVTX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | RFVTX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | RFVTX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | RFVTX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | RFVTX vs DRIQX |
Lowest Drawdown Alternatives to RFVTX
RFVTX has a 1-year max drawdown of -9.83%. There are 617 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 | RFVTX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | RFVTX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | RFVTX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | RFVTX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | RFVTX vs PRMYX |
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 RFVTX
Investors most often compare RFVTX with FXAIX, VINIX, FFSDX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare RFVTX with Any Fund or Stock
Compare RFVTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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