T. Rowe Price Retirement 2055 Fund (TRRNX) 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 TRRNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TRRNX
TRRNX charges 0.65% annually. There are 493 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | TRRNX vs FCQTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | TRRNX vs PPLIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | TRRNX vs JIEHX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | TRRNX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | TRRNX vs PMTIX |
Best Risk-Adjusted Alternatives to TRRNX
TRRNX has a PortfoliosLab risk / return rank of 34. There are 635 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 | TRRNX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | TRRNX vs FRAMX | |
| State Street Target Retirement Fund | 84 | — | Sep 2014 | TRRNX vs SSFNX | |
| Prudential Day One Income Fund | 82 | — | Dec 2016 | TRRNX vs PDAHX | |
| Dimensional Retirement Income Fund | 81 | — | Nov 2015 | TRRNX vs TDIFX |
Top Performing TRRNX Alternatives (YTD)
TRRNX is at 10.64% YTD. There are 151 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 | TRRNX vs FRAMX | |
| USAA Target Retirement 2060 Fund | 12.78% | — | Jul 2013 | TRRNX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.62% | — | Jun 2017 | TRRNX vs FWLSX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.58% | — | Jun 2019 | TRRNX vs FFSZX | |
| Fidelity Freedom 2055 Fund Class K6 | 12.56% | — | Jun 2011 | TRRNX vs FCTKX |
Lowest Volatility Alternatives to TRRNX
TRRNX has 13.39% 1-year volatility. There are 540 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 | TRRNX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | TRRNX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | TRRNX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | TRRNX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | TRRNX vs FIKFX |
Lowest Drawdown Alternatives to TRRNX
TRRNX has a 1-year max drawdown of -9.84%. There are 625 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 | TRRNX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | TRRNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TRRNX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | TRRNX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | TRRNX 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 | TRRNX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 49 | 6.88% | — | Jun 1986 | TRRNX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 63 | 10.37% | — | Dec 1992 | TRRNX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 57 | 10.48% | — | Nov 1994 | TRRNX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 10 | -0.24% | — | — | TRRNX vs TBCIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 11 | 0.10% | — | Sep 1985 | TRRNX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 60 | 10.35% | — | Mar 1990 | TRRNX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 12 | 2.14% | — | Oct 2001 | TRRNX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 51 | 23.78% | — | Sep 1987 | TRRNX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 27 | 8.30% | — | Feb 2004 | TRRNX vs TRRJX |
Often Compared With TRRNX
Investors most often compare TRRNX with FXAIX, VOO, SPY. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare TRRNX with Any Fund or Stock
Compare TRRNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRRNX with funds that move differently
T. Rowe Price Retirement 2055 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRRNX.
Explore TRRNX Diversifiers