T. Rowe Price Retirement Blend 2060 Fund (TBLNX) 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 TBLNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TBLNX
TBLNX charges 0.26% annually. There are 234 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 | TBLNX vs JLKYX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | TBLNX vs LTFIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | TBLNX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | TBLNX vs PMTIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | TBLNX vs LTRIX |
Best Risk-Adjusted Alternatives to TBLNX
TBLNX has a PortfoliosLab risk / return rank of 59. There are 325 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 | TBLNX vs FIRVX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | TBLNX vs PADLX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | TBLNX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | TBLNX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | TBLNX vs FRHMX |
Top Performing TBLNX Alternatives (YTD)
TBLNX is at 9.79% YTD. There are 163 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 | TBLNX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | TBLNX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | TBLNX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | TBLNX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.19% | — | Jun 2019 | TBLNX vs FFSZX |
Lowest Volatility Alternatives to TBLNX
TBLNX has 13.07% 1-year volatility. There are 545 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 | TBLNX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | TBLNX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.32% | — | Oct 2009 | TBLNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.34% | — | Oct 2009 | TBLNX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | Aug 2007 | TBLNX vs FRIMX |
Lowest Drawdown Alternatives to TBLNX
TBLNX has a 1-year max drawdown of -9.58%. There are 574 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 | TBLNX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | TBLNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TBLNX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | TBLNX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | TBLNX 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 | TBLNX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 35 | 4.25% | — | Jun 1986 | TBLNX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 43 | 7.88% | — | Dec 1992 | TBLNX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 50 | 8.76% | — | Nov 1994 | TBLNX vs PRCOX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 9 | -1.59% | — | Sep 1985 | TBLNX vs PRWAX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 10 | -1.71% | — | — | TBLNX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 51 | 8.10% | — | Mar 1990 | TBLNX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 9 | -1.57% | — | Oct 2001 | TBLNX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 75 | 34.24% | — | Sep 1987 | TBLNX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 25 | 7.44% | — | Feb 2004 | TBLNX vs TRRJX |
Often Compared With TBLNX
Investors most often compare TBLNX with SWYNX, FXAIX, FSPSX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare TBLNX with Any Fund or Stock
Compare TBLNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TBLNX with funds that move differently
T. Rowe Price Retirement Blend 2060 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TBLNX.
Explore TBLNX Diversifiers