T. Rowe Price Retirement Blend 2045 Fund (TBLKX) 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 TBLKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TBLKX
TBLKX charges 0.25% annually. There are 218 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 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | TBLKX vs JLKYX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | TBLKX vs LTFIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | TBLKX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | TBLKX vs PMTIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | TBLKX vs LTRIX |
Best Risk-Adjusted Alternatives to TBLKX
TBLKX has a PortfoliosLab risk / return rank of 60. There are 315 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 85 | — | Dec 2007 | TBLKX vs FIRVX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | TBLKX vs PADLX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | TBLKX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | TBLKX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | TBLKX vs FRHMX |
Top Performing TBLKX Alternatives (YTD)
TBLKX is at 9.43% YTD. There are 194 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 | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | TBLKX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | TBLKX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | TBLKX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | TBLKX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.19% | — | Jun 2019 | TBLKX vs FFSZX |
Lowest Volatility Alternatives to TBLKX
TBLKX has 12.57% 1-year volatility. There are 485 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.59% | — | Nov 2015 | TBLKX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | TBLKX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.32% | — | Oct 2009 | TBLKX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.34% | — | Oct 2009 | TBLKX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | Aug 2007 | TBLKX vs FRIMX |
Lowest Drawdown Alternatives to TBLKX
TBLKX has a 1-year max drawdown of -9.26%. There are 515 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 | TBLKX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | TBLKX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TBLKX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | TBLKX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | TBLKX vs FRQKX |
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 | 9 | -1.78% | — | Jun 1993 | TBLKX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 35 | 4.25% | — | Jun 1986 | TBLKX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 43 | 7.88% | — | Dec 1992 | TBLKX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 50 | 8.76% | — | Nov 1994 | TBLKX vs PRCOX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 9 | -1.59% | — | Sep 1985 | TBLKX vs PRWAX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 10 | -1.71% | — | — | TBLKX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 51 | 8.10% | — | Mar 1990 | TBLKX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 9 | -1.57% | — | Oct 2001 | TBLKX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 75 | 34.24% | — | Sep 1987 | TBLKX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 25 | 7.44% | — | Feb 2004 | TBLKX vs TRRJX |
Often Compared With TBLKX
Investors most often compare TBLKX with TRRKX, FRQAX, PLTZX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare TBLKX with Any Fund or Stock
Compare TBLKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TBLKX with funds that move differently
T. Rowe Price Retirement Blend 2045 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TBLKX.
Explore TBLKX Diversifiers