T. Rowe Price Retirement 2030 Fund (TRRCX) 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 TRRCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TRRCX
TRRCX charges 0.55% annually. There are 460 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 2020 Fund | 0.01% | — | Feb 2001 | TRRCX vs PLWIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | TRRCX vs FCQTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | TRRCX vs PPLIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | TRRCX vs JIEHX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | TRRCX vs LTIUX |
Best Risk-Adjusted Alternatives to TRRCX
TRRCX has a PortfoliosLab risk / return rank of 17. There are 650 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 | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | TRRCX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | TRRCX vs FRAMX | |
| State Street Target Retirement Fund | 84 | — | Sep 2014 | TRRCX vs SSFNX | |
| Prudential Day One Income Fund | 82 | — | Dec 2016 | TRRCX vs PDAHX | |
| Dimensional Retirement Income Fund | 81 | — | Nov 2015 | TRRCX vs TDIFX |
Top Performing TRRCX Alternatives (YTD)
TRRCX is at 7.03% YTD. There are 389 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 1,644,791.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | TRRCX vs FRAMX | |
| USAA Target Retirement 2060 Fund | 12.78% | — | Jul 2013 | TRRCX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.62% | — | Jun 2017 | TRRCX vs FWLSX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.58% | — | Jun 2019 | TRRCX vs FFSZX | |
| Fidelity Freedom 2055 Fund Class K6 | 12.56% | — | Jun 2011 | TRRCX vs FCTKX |
Lowest Volatility Alternatives to TRRCX
TRRCX has 10.06% 1-year volatility. There are 298 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | TRRCX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | TRRCX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | TRRCX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | TRRCX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | TRRCX vs FIKFX |
Lowest Drawdown Alternatives to TRRCX
TRRCX has a 1-year max drawdown of -7.93%. There are 344 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 | TRRCX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | TRRCX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TRRCX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | TRRCX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | TRRCX vs FRIMX |
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 | -0.31% | — | Jun 1993 | TRRCX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 49 | 6.88% | — | Jun 1986 | TRRCX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 63 | 10.37% | — | Dec 1992 | TRRCX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 57 | 10.48% | — | Nov 1994 | TRRCX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 10 | -0.24% | — | — | TRRCX vs TBCIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 11 | 0.10% | — | Sep 1985 | TRRCX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 60 | 10.35% | — | Mar 1990 | TRRCX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 12 | 2.14% | — | Oct 2001 | TRRCX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 51 | 23.78% | — | Sep 1987 | TRRCX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 27 | 8.30% | — | Feb 2004 | TRRCX vs TRRJX |
Often Compared With TRRCX
Investors most often compare TRRCX with TRRHX, TRRDX, VOO. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare TRRCX with Any Fund or Stock
Compare TRRCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRRCX with funds that move differently
T. Rowe Price Retirement 2030 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRRCX.
Explore TRRCX Diversifiers