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Morningstar

T. Rowe Price Target 2010 Advisor PAERX

Morningstar Medalist Rating
Medalist Rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 10.89  /  +0.37 %
  • Total Assets 68.5 Mil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Target-Date 2000-2010
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.76%
  • Turnover 34%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:18 PM GMT+0

Morningstar’s Analysis PAERX

Will PAERX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PAERX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PAERX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PAERX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin T. Rowe Price Target 2010 Advisor's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PAERX

More PAERX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 72.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T. Rowe Price Ltd Dur Infl Focus Bd Z

19.50 13.8 Mil
—

T. Rowe Price New Income Z

17.72 12.6 Mil
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T. Rowe Price Intl Bd (USD Hdgd) Z

6.03 4.3 Mil
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T. Rowe Price Value Z

5.19 3.7 Mil
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T. Rowe Price Growth Stock Z

4.81 3.4 Mil
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T. Rowe Price Emerging Markets Bond Z

4.35 3.1 Mil
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T. Rowe Price Dynamic Global Bond Z

4.02 2.8 Mil
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T. Rowe Price High Yield Z

4.00 2.8 Mil
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T. Rowe Price Hedged Equity Z

3.68 2.6 Mil
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T. Rowe Price US Large-Cap Core Z

3.36 2.4 Mil
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