T. Rowe Price Retirement 2015 Fund (TRRGX) 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 TRRGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TRRGX
TRRGX charges 0.51% annually. There are 442 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 | TRRGX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | TRRGX vs LTFIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | TRRGX vs JIEHX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | TRRGX vs LTSTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | TRRGX vs LTRIX |
Best Risk-Adjusted Alternatives to TRRGX
TRRGX has a PortfoliosLab risk / return rank of 14. There are 671 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | TRRGX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | TRRGX vs SSFNX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 86 | — | Jan 2020 | TRRGX vs DTDRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 86 | — | Nov 2015 | TRRGX vs DRILX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | TRRGX vs PDAHX |
Top Performing TRRGX Alternatives (YTD)
TRRGX is at 5.92% YTD. There are 506 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock LifePath Dynamic 2060 Fund | 13.44% | — | May 2017 | TRRGX vs LPDIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.43% | — | Jun 2017 | TRRGX vs FWLSX | |
| BlackRock LifePath Dynamic 2055 Fund | 13.41% | — | Jun 2010 | TRRGX vs LPVIX | |
| Fidelity Flex Freedom Blend 2055 Fund | 13.34% | — | Jun 2017 | TRRGX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 13.32% | — | Jun 2019 | TRRGX vs FDFPX |
Lowest Volatility Alternatives to TRRGX
TRRGX has 8.10% 1-year volatility. There are 258 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.34% | — | Nov 2015 | TRRGX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.99% | — | Oct 2009 | TRRGX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.02% | — | Oct 2009 | TRRGX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.15% | — | Aug 2019 | TRRGX vs FRQHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.15% | — | Aug 2007 | TRRGX vs FRIMX |
Lowest Drawdown Alternatives to TRRGX
TRRGX has a 1-year max drawdown of -7.30%. There are 314 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 | TRRGX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | TRRGX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TRRGX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | TRRGX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | TRRGX 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 | 21 | 6.21% | — | Jun 1993 | TRRGX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 51 | 6.04% | — | Jun 1986 | TRRGX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 38 | 6.75% | — | Dec 1992 | TRRGX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 71 | 11.76% | — | Nov 1994 | TRRGX vs PRCOX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 15 | 0.94% | — | Sep 1985 | TRRGX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 73 | 11.46% | — | Mar 1990 | TRRGX vs PREIX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 23 | 6.27% | — | — | TRRGX vs TBCIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 20 | 6.07% | — | Oct 2001 | TRRGX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 90 | 38.20% | — | Sep 1987 | TRRGX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 30 | 8.90% | — | Feb 2004 | TRRGX vs TRRJX |
Often Compared With TRRGX
Investors most often compare TRRGX with TRRAX, VOO, VFORX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare TRRGX with Any Fund or Stock
Compare TRRGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRRGX with funds that move differently
T. Rowe Price Retirement 2015 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRRGX.
Explore TRRGX Diversifiers