T. Rowe Price Spectrum Moderate Growth Allocation Fund (TRSGX) Alternatives

T. Rowe Price Spectrum Moderate Growth Allocation Fund (TRSGX) 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 TRSGX. 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 TRSGX

TRSGX charges 0.61% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among TRSGX alternatives.

Symbol	Name	Expense Ratio	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	Jan 1, 2022	TRSGX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	Sep 12, 2017	TRSGX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	Dec 8, 2011	TRSGX vs TSAIX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	Feb 9, 2022	TRSGX vs FYMIX
BWBIX	Baron WealthBuilder Fund	0.05%	Dec 28, 2017	TRSGX vs BWBIX

Best Risk-Adjusted Alternatives to TRSGX

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
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	Nov 16, 2003	TRSGX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	Dec 24, 2002	TRSGX vs TIBIX
BERIX	Chartwell Income Fund	96	Sep 2, 1987	TRSGX vs BERIX
NWQIX	Nuveen Flexible Income Fund	95	Dec 8, 2009	TRSGX vs NWQIX
PMAIX	Pioneer Multi-Asset Income Fund A	93	Dec 22, 2011	TRSGX vs PMAIX

Top Performing TRSGX Alternatives (YTD)

TRSGX alternatives from the Diversified Portfolio category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	9.34%	Apr 8, 2012	TRSGX vs SIFAX
PUDZX	PGIM Real Assets Fund	9.23%	Dec 29, 2010	TRSGX vs PUDZX
IOEZX	ICON Equity Income Fund	8.64%	May 9, 2004	TRSGX vs IOEZX
AAAAX	DWS RREEF Real Assets Fund - Class A	8.59%	Jul 30, 2007	TRSGX vs AAAAX
CONWX	Concorde Wealth Management Fund	8.18%	Dec 3, 1987	TRSGX vs CONWX

Lowest Volatility Alternatives to TRSGX

TRSGX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.93%	Nov 16, 2003	TRSGX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.64%	Apr 8, 2012	TRSGX vs SCLAX
AVEFX	Ave Maria Bond Fund	3.44%	Apr 30, 2003	TRSGX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.47%	Sep 13, 2012	TRSGX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	3.66%	Nov 16, 2003	TRSGX vs SICIX

Lowest Drawdown Alternatives to TRSGX

TRSGX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.59%	Nov 16, 2003	TRSGX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	Apr 8, 2012	TRSGX vs SCLAX
AVEFX	Ave Maria Bond Fund	-2.52%	Apr 30, 2003	TRSGX vs AVEFX
CSTAX	American Funds College 2027 Fund	-2.72%	Sep 13, 2012	TRSGX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.73%	Nov 16, 2003	TRSGX vs SICIX

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

Often Compared With TRSGX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SWOBX	Schwab Balanced Fund™	Diversified Portfolio	50	-4.75%	Nov 17, 1996	TRSGX vs SWOBX
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	TRSGX vs SPY
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	46	-7.07%	May 19, 1997	TRSGX vs SWPPX
VSMGX	Vanguard LifeStrategy Moderate Growth Fund	Diversified Portfolio	73	-2.81%	Sep 30, 1994	TRSGX vs VSMGX
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	TRSGX vs VOO
GAA	Cambria Global Asset Allocation ETF	Diversified Portfolio, Actively Managed	90	3.89%	Dec 9, 2014	TRSGX vs GAA
SPMO	Invesco S&P 500 Momentum ETF	S&P 500	66	-5.78%	Oct 9, 2015	TRSGX vs SPMO
PRGSX	T. Rowe Price Global Stock Fund	Global Equities	43	-6.43%	Dec 28, 1995	TRSGX vs PRGSX
GSBFX	Goldman Sachs Income Builder Fund	Diversified Portfolio	67	-0.56%	Oct 11, 1994	TRSGX vs GSBFX
FXIFX	Fidelity Freedom Index 2030 Fund Investor Class	Target Retirement Date	69	-2.61%	Oct 2, 2009	TRSGX vs FXIFX
VASGX	Vanguard LifeStrategy Growth Fund	Diversified Portfolio	70	-3.57%	Sep 30, 1994	TRSGX vs VASGX
RPBAX	T. Rowe Price Balanced Fund	Diversified Portfolio	57	-3.21%	Dec 29, 1939	TRSGX vs RPBAX

Compare TRSGX with Any Fund or Stock

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

Symbol name

T. Rowe Price Spectrum Moderate Growth Allocation Fund

Symbol name