T. Rowe Price Retirement 2050 Fund (TRRMX) Alternatives

T. Rowe Price Retirement 2050 Fund (TRRMX) 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 TRRMX. 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 TRRMX

TRRMX charges 0.62% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among TRRMX alternatives.

Symbol	Name	Expense Ratio	Inception
LTIUX	Principal LifeTime 2035 Fund	0.01%	Feb 28, 2008	TRRMX vs LTIUX
PMTIX	Principal LifeTime 2030 Fund	0.01%	Feb 28, 2001	TRRMX vs PMTIX
JLKYX	John Hancock Funds Multi-Index 2055 Lifetime Portf...	0.01%	Mar 25, 2014	TRRMX vs JLKYX
LTRIX	Principal LifeTime 2045 Fund	0.01%	Feb 28, 2008	TRRMX vs LTRIX
FCQTX	American Funds 2065 Target Date Retirement Fund	0.01%	Mar 26, 2020	TRRMX vs FCQTX

Best Risk-Adjusted Alternatives to TRRMX

Among mutual funds in the Target Retirement Date 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
URINX	USAA Target Retirement Income Fund	86	Jul 30, 2008	TRRMX vs URINX
PADLX	Putnam Retirement Advantage Maturity Fund	86	Dec 30, 2019	TRRMX vs PADLX
FYTKX	Fidelity Freedom Income Fund Class K6	84	Oct 17, 1996	TRRMX vs FYTKX
SSFNX	State Street Target Retirement Fund	84	Sep 29, 2014	TRRMX vs SSFNX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	84	Aug 1, 2019	TRRMX vs FRHMX

Top Performing TRRMX Alternatives (YTD)

TRRMX alternatives from the Target Retirement Date category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
PDAHX	Prudential Day One Income Fund	0.08%	Dec 12, 2016	TRRMX vs PDAHX
SSFNX	State Street Target Retirement Fund	-0.35%	Sep 29, 2014	TRRMX vs SSFNX
TDIFX	Dimensional Retirement Income Fund	-0.37%	Nov 1, 2015	TRRMX vs TDIFX
PDDDX	Prudential Day One 2020 Fund	-0.38%	Dec 12, 2016	TRRMX vs PDDDX
FYTKX	Fidelity Freedom Income Fund Class K6	-0.40%	Oct 17, 1996	TRRMX vs FYTKX

Lowest Volatility Alternatives to TRRMX

TRRMX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
TDIFX	Dimensional Retirement Income Fund	4.31%	Nov 1, 2015	TRRMX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.34%	Oct 2, 2009	TRRMX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.35%	Oct 2, 2009	TRRMX vs FFGZX
FRKMX	Fidelity Managed Retirement Income Fund Class K	4.58%	Aug 1, 2019	TRRMX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	4.59%	Aug 30, 2007	TRRMX vs FRAMX

Lowest Drawdown Alternatives to TRRMX

TRRMX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
TDIFX	Dimensional Retirement Income Fund	-2.84%	Nov 1, 2015	TRRMX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	-3.32%	Oct 2, 2009	TRRMX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	Oct 2, 2009	TRRMX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	-3.41%	Aug 1, 2019	TRRMX vs FRQHX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	-3.42%	Aug 1, 2019	TRRMX vs FRHMX

Other Mutual Funds from T. Rowe Price

Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
TRBCX	T. Rowe Price Blue Chip Growth Fund	Large Cap Growth Equities	20	-14.57%	Jun 30, 1993	TRRMX vs TRBCX
PRWCX	T. Rowe Price Capital Appreciation Fund	Diversified Portfolio	78	-5.03%	Jun 30, 1986	TRRMX vs PRWCX
PRDGX	T. Rowe Price Dividend Growth Fund, Inc.	Large Cap Blend Equities, Dividend	33	-2.47%	Dec 30, 1992	TRRMX vs PRDGX
PRWAX	T. Rowe Price All-Cap Opportunities Fund	Large Cap Growth Equities	45	-12.37%	Sep 30, 1985	TRRMX vs PRWAX
PRCOX	T. Rowe Price U.S. Equity Research Fund	Large Cap Blend Equities	42	-7.21%	Nov 30, 1994	TRRMX vs PRCOX
PREIX	T. Rowe Price Equity Index 500 Fund	Large Cap Blend Equities	52	-7.11%	Mar 30, 1990	TRRMX vs PREIX
TBCIX	T. Rowe Price Blue Chip Growth Fund I Class	Large Cap Growth Equities	21	-14.54%	—	TRRMX vs TBCIX
TRLGX	T. Rowe Price Large-Cap Growth Fund	Large Cap Growth Equities	15	-14.83%	Oct 31, 2001	TRRMX vs TRLGX
PRSCX	T. Rowe Price Science And Technology Fund	Technology Equities	65	-11.17%	Sep 29, 1987	TRRMX vs PRSCX
PRNHX	T. Rowe Price New Horizons Fund	Mid Cap Growth Equities	16	-5.34%	Jun 3, 1960	TRRMX vs PRNHX

Often Compared With TRRMX

What investors most often compare with TRRMX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VFIFX	Vanguard Target Retirement 2050 Fund	Target Retirement Date, Diversified Portfolio	69	-3.95%	Jun 7, 2006	TRRMX vs VFIFX
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	TRRMX vs VOO
FXAIX	Fidelity 500 Index Fund	S&P 500	46	-7.05%	Feb 17, 1988	TRRMX vs FXAIX
FSMAX	Fidelity Extended Market Index Fund	Mid Cap Growth Equities	35	-4.54%	—	TRRMX vs FSMAX
FFOPX	Fidelity Freedom Index 2050 Fund Institutional Pre...	Target Retirement Date	64	-4.11%	Oct 2, 2009	TRRMX vs FFOPX
VFORX	Vanguard Target Retirement 2040 Fund	Target Retirement Date, Diversified Portfolio	71	-3.32%	Jun 7, 2006	TRRMX vs VFORX
VVIAX	Vanguard Value Index Fund Admiral Shares	Large Cap Value Equities	58	1.63%	Nov 13, 2000	TRRMX vs VVIAX
VFIAX	Vanguard 500 Index Fund Admiral Shares	Large Cap Blend Equities	46	-7.06%	Nov 13, 2000	TRRMX vs VFIAX
PARFX	T. Rowe Price Retirement 2050 Fund	Target Retirement Date	46	-3.76%	Dec 28, 2006	TRRMX vs PARFX
SWYMX	Schwab Target 2050 Index Fund	Target Retirement Date	61	-3.72%	Aug 24, 2016	TRRMX vs SWYMX
VT	Vanguard Total World Stock ETF	Global Equities	77	-1.71%	Jun 24, 2008	TRRMX vs VT
O	Realty Income Corporation		65	9.95%	—	TRRMX vs O
IVV	iShares Core S&P 500 ETF	S&P 500	65	-4.38%	May 15, 2000	TRRMX vs IVV
FTLSX	Fidelity Flex Freedom Blend Income Fund	Target Retirement Date	83	-0.50%	Jun 8, 2017	TRRMX vs FTLSX
LTFIX	Principal LifeTime 2055 Fund	Target Retirement Date	39	-5.21%	Feb 28, 2008	TRRMX vs LTFIX
PLTZX	Principal LifeTime 2060 Fund	Target Retirement Date	39	-5.21%	Feb 28, 2013	TRRMX vs PLTZX
FFFAX	Fidelity Freedom Income Fund	Target Retirement Date	83	-0.53%	Oct 17, 1996	TRRMX vs FFFAX
FIRMX	Fidelity Managed Retirement Income Fund	Target Retirement Date	83	-0.50%	Aug 30, 2007	TRRMX vs FIRMX
FNSHX	Fidelity Freedom Income Fund Class K	Target Retirement Date	83	-0.53%	Jul 20, 2017	TRRMX vs FNSHX
PPLIX	Principal LifeTime 2050 Fund	Target Retirement Date	39	-5.09%	Feb 28, 2001	TRRMX vs PPLIX

Compare TRRMX with Any Fund or Stock

Compare TRRMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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T. Rowe Price Retirement 2050 Fund

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