T. Rowe Price Target 2060 Fund (TRTGX) Alternatives
T. Rowe Price Target 2060 Fund (TRTGX) 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 TRTGX. 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 TRTGX
TRTGX charges 0.90% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among TRTGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | Nov 6, 2013 | TRTGX vs JRLVX | |
| Principal LifeTime 2055 Fund | 0.01% | Feb 28, 2008 | TRTGX vs LTFIX | |
| Principal LifeTime 2060 Fund | 0.01% | Feb 28, 2013 | TRTGX vs PLTZX | |
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | TRTGX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | TRTGX vs PMTIX |
Best Risk-Adjusted Alternatives to TRTGX
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 | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 88 | Jul 30, 2008 | TRTGX vs URINX | |
| Fidelity Freedom Income Fund Class K6 | 87 | Oct 17, 1996 | TRTGX vs FYTKX | |
| Fidelity Freedom Income Fund | 87 | Oct 17, 1996 | TRTGX vs FFFAX | |
| Fidelity Freedom Income Fund Class K | 87 | Jul 20, 2017 | TRTGX vs FNSHX | |
| Fidelity Freedom 2010 Fund | 86 | Oct 17, 1996 | TRTGX vs FFFCX |
Top Performing TRTGX Alternatives (YTD)
TRTGX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 1.03% | Dec 12, 2016 | TRTGX vs PDAHX | |
| Prudential Day One 2020 Fund | 0.77% | Dec 12, 2016 | TRTGX vs PDDDX | |
| USAA Target Retirement Income Fund | 0.62% | Jul 30, 2008 | TRTGX vs URINX | |
| Prudential Day One 2025 Fund | 0.55% | Dec 12, 2016 | TRTGX vs PDEJX | |
| State Street Target Retirement Fund | 0.53% | Sep 29, 2014 | TRTGX vs SSFNX |
Lowest Volatility Alternatives to TRTGX
TRTGX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.34% | Nov 1, 2015 | TRTGX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.39% | Oct 2, 2009 | TRTGX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.42% | Oct 2, 2009 | TRTGX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.60% | Aug 1, 2019 | TRTGX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | 4.63% | Aug 1, 2019 | TRTGX vs FRHMX |
Lowest Drawdown Alternatives to TRTGX
TRTGX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | TRTGX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | TRTGX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | TRTGX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | TRTGX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | Aug 1, 2019 | TRTGX vs FRQKX |
Other Mutual Funds from T. Rowe Price
Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.
Often Compared With TRTGX
What investors most often compare with TRTGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2060 Fund | Diversified Portfolio, Target Retirement Date | 78 | -1.44% | Jan 19, 2012 | TRTGX vs VTTSX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 59 | -3.65% | Jan 22, 1993 | TRTGX vs SPY | |
| Vanguard S&P 500 Growth Index Fund Institutional S... | Large Cap Growth Equities | 60 | -8.12% | Apr 5, 2019 | TRTGX vs VSPGX | |
| Principal LifeTime 2050 Fund | Target Retirement Date | 51 | -2.38% | Feb 28, 2001 | TRTGX vs PPLIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | Target Retirement Date | 81 | 0.18% | Aug 30, 2007 | TRTGX vs FRAMX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 51 | -2.17% | Feb 28, 2008 | TRTGX vs LTRIX | |
| Fidelity Managed Retirement Income Fund Class K | Target Retirement Date | 84 | 0.27% | Aug 1, 2019 | TRTGX vs FRKMX |
Compare TRTGX with Any Fund or Stock
Compare TRTGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.