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 a closer substitute for your current allocation.
Cheapest Alternatives to TRSGX
TRSGX charges 0.61% annually. There are 245 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | TRSGX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TRSGX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | TRSGX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TRSGX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | TRSGX vs FYMIX |
Best Risk-Adjusted Alternatives to TRSGX
TRSGX has a PortfoliosLab risk / return rank of 54. There are 315 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | TRSGX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | TRSGX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | TRSGX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 93 | — | Sep 2003 | TRSGX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | TRSGX vs AYBLX |
Top Performing TRSGX Alternatives (YTD)
TRSGX is at 9.08% YTD. There are 126 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 28.46%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 28.46% | — | Jan 1998 | TRSGX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | TRSGX vs IOEZX | |
| Greenspring Fund | 19.54% | — | Jun 1983 | TRSGX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | TRSGX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 16.42% | — | Dec 2002 | TRSGX vs TIBIX |
Lowest Volatility Alternatives to TRSGX
TRSGX has 10.85% 1-year volatility. There are 424 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | TRSGX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | TRSGX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | TRSGX vs SCLAX | |
| Ave Maria Bond Fund | 2.97% | — | Apr 2003 | TRSGX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | TRSGX vs CSTAX |
Lowest Drawdown Alternatives to TRSGX
TRSGX has a 1-year max drawdown of -8.32%. There are 455 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | TRSGX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TRSGX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TRSGX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TRSGX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | TRSGX vs CSTAX |
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 | 8 | 0.24% | — | Jun 1993 | TRSGX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 43 | 6.97% | — | Jun 1986 | TRSGX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 64 | 10.91% | — | Dec 1992 | TRSGX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 52 | 10.84% | — | Nov 1994 | TRSGX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 8 | 0.32% | — | — | TRSGX vs TBCIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 9 | 0.52% | — | Sep 1985 | TRSGX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 55 | 10.62% | — | Mar 1990 | TRSGX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 9 | 2.20% | — | Oct 2001 | TRSGX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 39 | 22.52% | — | Sep 1987 | TRSGX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 26 | 8.73% | — | Feb 2004 | TRSGX vs TRRJX |
Often Compared With TRSGX
Investors most often compare TRSGX with SWOBX, SPY, VSMGX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare TRSGX with Any Fund or Stock
Compare TRSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRSGX with funds that move differently
T. Rowe Price Spectrum Moderate Growth Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRSGX.
Explore TRSGX Diversifiers