AAOTX Fund Comparisons

AAOTX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include AAMTX, AANTX, AALTX. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
AAOTX
Name
American Funds 2065 Target Date Retirement Fund
Type
Mutual Fund
Originator
Capital Group / American Funds
Asset class
mixed_allocation
Net expense ratio
0.73%
AUM
$7B

Comparable Funds

FundQuant reviewed 1,998 active searchable funds, 514 ETFs, 1,478 mutual funds and returned 3 comparable funds for AAOTX.

  1. AAMTX - American Funds 2055 Target Date Retirement Fund (Mutual Fund; Capital Group / American Funds; mixed_allocation; Closest Fit; fit score 98)
  2. AANTX - American Funds 2060 Target Date Retirement Fund (Mutual Fund; Capital Group / American Funds; mixed_allocation; Closest Fit; fit score 98)
  3. AALTX - American Funds 2050 Target Date Retirement Fund (Mutual Fund; Capital Group / American Funds; mixed_allocation; Closest Fit; fit score 97)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/AAOTX/comps