TRFOX

Active

T. Rowe Price Target 2050 Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.62%
Annual Cost per $10K
$62.00
30-Year Fee Drag per $10K
$12,179
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+11.13%

Asset Allocation

US Equity
98%
Cash
2%

Fee Comparison

TRFOX
0.62%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

42% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+51.43%3Y
Compare to

Fee Impact Calculator

$
%
TRFOX at 0.62%$319,720
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$60,893
Cost vs index fund−$57,704

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

TickerNameER
TRFOXT. Rowe Price Target 2050 Fund0.62%
QQQInvesco QQQ Trust0.20%
VIGRXVANGUARD GROWTH INDEX FUND0.17%
VIVAXVANGUARD VALUE INDEX FUND0.17%
NAESXVANGUARD SMALL-CAP INDEX FUND0.17%
VIMSXVANGUARD MID-CAP INDEX FUND0.17%
VEXMXVANGUARD EXTENDED MARKET INDEX FUND0.19%
IWFiShares Russell 1000 Growth ETF0.18%
VNQVANGUARD REAL ESTATE INDEX FUND0.27%
VWUAXVANGUARD U.S. GROWTH FUND0.35%
APGZXAB LARGE CAP GROWTH FUND INC0.51%
VGTVANGUARD INFORMATION TECHNOLOGY INDEX FUND0.09%
QCGRFXCollege Retirement Equities Fund - Growth Account
RSPInvesco S&P 500 Equal Weight ETF0.20%
VISVXVANGUARD SMALL-CAP VALUE INDEX FUND0.19%
IVWiShares S&P 500 Growth ETF0.18%
TCEPXNuveen Equity Index Fund0.20%
TRHDXT. Rowe Price Retirement 2040 Fund0.43%
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
TRFHXT. Rowe Price Retirement 2030 Fund0.40%
VLACXVANGUARD LARGE-CAP INDEX FUND0.17%
QCEQFXCollege Retirement Equities Fund - Equity Index Account
VDIGXVANGUARD DIVIDEND GROWTH FUND0.22%
TRLGXT. Rowe Price Large-Cap Growth Fund0.55%
TRJZXT. Rowe Price Growth Stock Fund, Inc.0.51%
AULDXUltra Fund0.54%
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
TRFJXT. Rowe Price Retirement 2035 Fund0.42%
VEXRXVANGUARD EXPLORER FUND0.33%
TRIKXT. Rowe Price Retirement 2045 Fund0.44%
TREHXT. Rowe Price Retirement 2025 Fund0.38%
TRJLXT. Rowe Price Retirement 2050 Fund0.45%
IYWiShares U.S. Technology ETF0.38%
WFSPXiShares S&P 500 Index Fund0.22%
DVYiShares Select Dividend ETF0.38%
ERASXEaton Vance Atlanta Capital SMID-Cap Fund0.81%
DIASPDR Dow Jones Industrial Average0.16%
IVEiShares S&P 500 Value ETF0.18%
TRDBXT. Rowe Price Retirement 2020 Fund0.37%
VBKVANGUARD SMALL-CAP GROWTH INDEX FUND0.07%
LGRNXLoomis Sayles Growth Fund0.57%
VMVIXVANGUARD MID-CAP VALUE INDEX FUND0.19%
EGFIXEdgewood Growth Fund$1M min1.00%
DFLVXU.S. LARGE CAP VALUE PORTFOLIO$1M min0.23%
VMGIXVANGUARD MID-CAP GROWTH INDEX FUND0.19%
VGIAXVANGUARD GROWTH AND INCOME FUND0.26%
COWZPacer US Cash Cows 100 ETF0.49%
MDYSPDR S&P MidCap 400 ETF Trust0.24%
TRIRXNuveen Large Cap Growth Index Fund0.30%
AGRDXGrowth Fund0.54%
TRJMXT. Rowe Price Retirement 2055 Fund0.46%
VHCAXVANGUARD CAPITAL OPPORTUNITY FUND0.36%
CSRIXCohen & Steers Institutional Realty Shares$1M min0.75%
DFEVXEMERGING MARKETS VALUE PORTFOLIO$1M min0.44%
QVI2QVIP Index 500 Portfolio0.34%
DGRWWisdomTree U.S. Quality Dividend Growth Fund0.28%
DYNFiShares U.S. Equity Factor Rotation Active ETF0.26%
CIVIXCAUSEWAY INTERNATIONAL VALUE FUND$1M min0.85%
QYLDGlobal X NASDAQ 100 Covered Call ETF0.60%
FNDXSchwab Fundamental U.S. Large Company ETF0.25%
TRCVXNuveen Large Cap Value Index Fund0.30%
TRSPXNuveen S&P 500 Index Fund0.30%
CREFXCohen & Steers Real Estate Securities Fund0.75%
OEFiShares S&P 100 ETF0.20%
IWViShares Russell 3000 ETF0.20%
OEICXJPMorgan Equity Index Fund0.45%
CSJFXCohen & Steers Realty Shares0.80%
MOATVanEck Morningstar Wide Moat ETF0.47%
JAIZXManaged Volatility Growth Portfolio0.77%
PFFiShares Preferred and Income Securities ETF0.45%
IWYiShares Russell Top 200 Growth ETF0.20%
AMLPAlerian MLP ETF0.85%
GTENXGateway Fund0.65%
PAVEGlobal X U.S. Infrastructure Development ETF0.47%
ITAiShares U.S. Aerospace & Defense ETF0.38%
FDNFirst Trust Dow Jones Internet Index Fund0.49%
PCUZXT. Rowe Price U.S. Equity Research Fund0.33%
PLSAXLargeCap S&P 500 Index Fund0.39%
HAITXHARTFORD CORE EQUITY FUND0.36%
DCZRXMacquarie Small Cap Core Fund0.68%
VFHVANGUARD FINANCIALS INDEX FUND0.09%
DDZRXMacquarie Value Fund0.61%
JAGMX500 Index Trust0.25%
TRUBXT. Rowe Price Retirement 2015 Fund0.35%
TRLNXT. Rowe Price Retirement 2060 Fund0.46%
JAIYXManaged Volatility Balanced Portfolio0.75%
JHLGXMultimanager Lifestyle Growth Portfolio0.97%
JAIJXLifestyle Growth Portfolio0.61%
ASDEXSelect Fund0.55%
PLCGXLargeCap Growth Fund I0.94%
TGIWXNuveen Core Equity Fund0.40%
TRLIXNuveen Large Cap Value Fund0.41%
FRESXFidelity Real Estate Investment Portfolio0.64%
VASVXVANGUARD SELECTED VALUE FUND0.42%
IGRFXMacquarie Mid Cap Growth Fund0.68%
VVIPXVoya VACS Index Series S Portfolio
ESBLXEaton Vance Floating-Rate Fund0.75%
VSEQXVANGUARD STRATEGIC EQUITY FUND0.17%
SUWAXDWS Core Equity Fund0.83%
TSVPXT. Rowe Price Spectrum Diversified Equity Fund0.58%
SFLNXSchwab Fundamental U.S. Large Company Index Fund0.25%

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