T. Rowe Price Spectrum Moderate Allocation Fund (TRPBX) Alternatives
T. Rowe Price Spectrum Moderate Allocation Fund (TRPBX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TRPBX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to TRPBX
TRPBX charges 0.51% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among TRPBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | TRPBX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | TRPBX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | TRPBX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | TRPBX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | TRPBX vs BWBIX |
Best Risk-Adjusted Alternatives to TRPBX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | TRPBX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | TRPBX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | TRPBX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | TRPBX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | TRPBX vs PMAIX |
Top Performing TRPBX Alternatives (YTD)
TRPBX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | TRPBX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | TRPBX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | TRPBX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | TRPBX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | TRPBX vs CONWX |
Lowest Volatility Alternatives to TRPBX
TRPBX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | TRPBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | TRPBX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | TRPBX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | TRPBX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | TRPBX vs SICIX |
Lowest Drawdown Alternatives to TRPBX
TRPBX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | TRPBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | TRPBX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | TRPBX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | TRPBX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | TRPBX vs SICIX |
Other Mutual Funds from T. Rowe Price
Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.
Often Compared With TRPBX
What investors most often compare with TRPBX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| T. Rowe Price Balanced Fund | Diversified Portfolio | 57 | -3.21% | Dec 29, 1939 | TRPBX vs RPBAX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | TRPBX vs VOO | |
| Vanguard LifeStrategy Moderate Growth Fund | Diversified Portfolio | 73 | -2.81% | Sep 30, 1994 | TRPBX vs VSMGX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | TRPBX vs QBDSX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | TRPBX vs WWWEX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | TRPBX vs EKBAX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | TRPBX vs TPDAX |
Compare TRPBX with Any Fund or Stock
Compare TRPBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.