T. Rowe Price Retirement 2065 Fund (PASUX) 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 PASUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PASUX
PASUX charges 0.89% annually. There are 567 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | PASUX vs FCQTX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | PASUX vs JRLVX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | PASUX vs PLWIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | PASUX vs LTSTX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | PASUX vs LTFIX |
Best Risk-Adjusted Alternatives to PASUX
PASUX has a PortfoliosLab risk / return rank of 54. There are 585 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 | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | PASUX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | PASUX vs SSFNX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 86 | — | Jan 2020 | PASUX vs DTDRX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | PASUX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 85 | — | Sep 2014 | PASUX vs SSBRX |
Top Performing PASUX Alternatives (YTD)
PASUX is at 11.24% YTD. There are 213 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | PASUX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.11% | — | Jun 2019 | PASUX vs FDFPX | |
| Fidelity Freedom Blend 2060 Fund Class K6 | 14.02% | — | Aug 2018 | PASUX vs FHCDX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.98% | — | Aug 2014 | PASUX vs FVTKX | |
| Fidelity Freedom 2065 Fund Class K6 | 13.95% | — | Jun 2019 | PASUX vs FFSZX |
Lowest Volatility Alternatives to PASUX
PASUX has 12.07% 1-year volatility. There are 533 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 | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.33% | — | Nov 2015 | PASUX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.98% | — | Oct 2009 | PASUX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.01% | — | Oct 2009 | PASUX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.14% | — | Aug 2019 | PASUX vs FRQHX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.15% | — | Aug 2007 | PASUX vs FRQIX |
Lowest Drawdown Alternatives to PASUX
PASUX has a 1-year max drawdown of -9.89%. There are 653 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 | PASUX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | PASUX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PASUX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | PASUX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | PASUX vs FRKMX |
Other Mutual Funds from T. Rowe Price
The 10 most viewed T. Rowe Price mutual funds shown here include TRBCX, PRWCX, PRDGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund | Large Cap Growth Equities | 19 | 5.48% | — | Jun 1993 | PASUX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 49 | 5.76% | — | Jun 1986 | PASUX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 40 | 7.60% | — | Dec 1992 | PASUX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 69 | 12.08% | — | Nov 1994 | PASUX vs PRCOX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 15 | 1.11% | — | Sep 1985 | PASUX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 72 | 11.61% | — | Mar 1990 | PASUX vs PREIX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 21 | 5.54% | — | — | PASUX vs TBCIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 18 | 5.12% | — | Oct 2001 | PASUX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 91 | 41.41% | — | Sep 1987 | PASUX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 32 | 9.32% | — | Feb 2004 | PASUX vs TRRJX |
Often Compared With PASUX
Investors most often compare PASUX with USNQX, FRBHX, FRHMX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PASUX with Any Fund or Stock
Compare PASUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PASUX with funds that move differently
T. Rowe Price Retirement 2065 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PASUX.
Explore PASUX Diversifiers