T. Rowe Price Retirement 2035 Fund Class I (TRFJX) 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 TRFJX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TRFJX
TRFJX charges 0.41% annually. There are 334 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | TRFJX vs PLTZX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | TRFJX vs LTRIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | TRFJX vs PPLIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | TRFJX vs PTDIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | TRFJX vs PLWIX |
Best Risk-Adjusted Alternatives to TRFJX
TRFJX has a PortfoliosLab risk / return rank of 57. There are 463 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 | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | TRFJX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | TRFJX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | TRFJX vs FRHMX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | TRFJX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | TRFJX vs FRAMX |
Top Performing TRFJX Alternatives (YTD)
TRFJX is at 8.99% YTD. There are 325 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 | TRFJX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | TRFJX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | TRFJX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | TRFJX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | TRFJX vs FVTKX |
Lowest Volatility Alternatives to TRFJX
TRFJX has 10.25% 1-year volatility. There are 315 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | TRFJX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | TRFJX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | TRFJX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | TRFJX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | TRFJX vs FIKFX |
Lowest Drawdown Alternatives to TRFJX
TRFJX has a 1-year max drawdown of -8.03%. There are 361 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 | TRFJX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | TRFJX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TRFJX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | TRFJX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | TRFJX 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 | 10 | 0.74% | — | Jun 1993 | TRFJX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 51 | 7.27% | — | Jun 1986 | TRFJX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 62 | 10.28% | — | Dec 1992 | TRFJX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 60 | 10.99% | — | Nov 1994 | TRFJX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 11 | 0.81% | — | — | TRFJX vs TBCIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 12 | 0.80% | — | Sep 1985 | TRFJX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 64 | 10.75% | — | Mar 1990 | TRFJX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 12 | 3.13% | — | Oct 2001 | TRFJX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 55 | 26.04% | — | Sep 1987 | TRFJX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 28 | 8.90% | — | Feb 2004 | TRFJX vs TRRJX |
Often Compared With TRFJX
Investors most often compare TRFJX with DRIIX, FRBHX, JRLVX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare TRFJX with Any Fund or Stock
Compare TRFJX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRFJX with funds that move differently
T. Rowe Price Retirement 2035 Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRFJX.
Explore TRFJX Diversifiers