T. Rowe Price Retirement 2035 Fund (TRRJX) 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 TRRJX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TRRJX
TRRJX charges 0.58% annually. There are 470 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 2055 Fund | 0.01% | — | Feb 2008 | TRRJX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | TRRJX vs LTRIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | TRRJX vs JIEHX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | TRRJX vs PPLIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | TRRJX vs FCQTX |
Best Risk-Adjusted Alternatives to TRRJX
TRRJX has a PortfoliosLab risk / return rank of 32. There are 633 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | TRRJX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | TRRJX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | TRRJX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 83 | — | Sep 2014 | TRRJX vs SSBRX | |
| USAA Target Retirement 2030 Fund | 83 | — | Jul 2008 | TRRJX vs URTRX |
Top Performing TRRJX Alternatives (YTD)
TRRJX is at 8.73% YTD. There are 315 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | TRRJX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | TRRJX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.89% | — | Jun 2017 | TRRJX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.86% | — | Jun 2019 | TRRJX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.80% | — | Jun 2017 | TRRJX vs FQLSX |
Lowest Volatility Alternatives to TRRJX
TRRJX has 11.21% 1-year volatility. There are 347 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 | TRRJX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.43% | — | Oct 2009 | TRRJX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.46% | — | Oct 2009 | TRRJX vs FFGZX | |
| MFS Lifetime Income Fund | 4.50% | — | Sep 2005 | TRRJX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.51% | — | Nov 2015 | TRRJX vs DRIQX |
Lowest Drawdown Alternatives to TRRJX
TRRJX has a 1-year max drawdown of -8.06%. There are 346 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 | TRRJX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | TRRJX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TRRJX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | TRRJX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | TRRJX vs PRMYX |
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 | 7 | -1.84% | — | Jun 1993 | TRRJX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 40 | 6.66% | — | Jun 1986 | TRRJX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 75 | 10.76% | — | Dec 1992 | TRRJX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 51 | 9.93% | — | Nov 1994 | TRRJX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 7 | -1.76% | — | — | TRRJX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 57 | 10.00% | — | Mar 1990 | TRRJX vs PREIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 10 | -0.23% | — | Sep 1985 | TRRJX vs PRWAX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 10 | 0.84% | — | Oct 2001 | TRRJX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 35 | 19.88% | — | Sep 1987 | TRRJX vs PRSCX | |
| T. Rowe Price New Horizons Fund | Mid Cap Growth Equities | 24 | 10.06% | — | Jun 1960 | TRRJX vs PRNHX |
Often Compared With TRRJX
Investors most often compare TRRJX with VTTHX, TRRDX, TRRCX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare TRRJX with Any Fund or Stock
Compare TRRJX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRRJX with funds that move differently
T. Rowe Price Retirement 2035 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRRJX.
Explore TRRJX Diversifiers