T. Rowe Price Retirement Balanced Fund (TRRIX) Alternatives
T. Rowe Price Retirement Balanced Fund (TRRIX) 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 TRRIX. 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 TRRIX
TRRIX charges 0.49% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among TRRIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | TRRIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | TRRIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | TRRIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | TRRIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | TRRIX vs BWBIX |
Best Risk-Adjusted Alternatives to TRRIX
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 | TRRIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | TRRIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | TRRIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | TRRIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | TRRIX vs PMAIX |
Top Performing TRRIX Alternatives (YTD)
TRRIX 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 | TRRIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | TRRIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | TRRIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | TRRIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | TRRIX vs CONWX |
Lowest Volatility Alternatives to TRRIX
TRRIX 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 | TRRIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | TRRIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | TRRIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | TRRIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | TRRIX vs SICIX |
Lowest Drawdown Alternatives to TRRIX
TRRIX 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 | TRRIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | TRRIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | TRRIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | TRRIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | TRRIX vs SICIX |
Other Mutual Funds from T. Rowe Price
Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.
Often Compared With TRRIX
What investors most often compare with TRRIX, based on PortfoliosLab usage data.
Compare TRRIX with Any Fund or Stock
Compare TRRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.