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Morningstar

T. Rowe Price Target 2025 Advisor PAJRX

Morningstar Medalist Rating
Medalist Rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 12.90  /  −0.08 %
  • Total Assets 469.8 Mil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.760%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.01%
  • Turnover 34%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis PAJRX

Will PAJRX 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 PAJRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PAJRX 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 PAJRX’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 2025 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 PAJRX

More PAJRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 68.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T. Rowe Price Ltd Dur Infl Focus Bd Z

18.35 91.0 Mil
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T. Rowe Price New Income Z

13.88 68.9 Mil
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T. Rowe Price Value Z

6.86 34.1 Mil
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T. Rowe Price Growth Stock Z

6.34 31.4 Mil
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T. Rowe Price Intl Bd (USD Hdgd) Z

4.60 22.8 Mil
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T. Rowe Price US Large-Cap Core Z

4.43 22.0 Mil
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T. Rowe Price Hedged Equity Z

4.12 20.4 Mil
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T. Rowe Price Equity Index 500 Z

3.41 16.9 Mil
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T. Rowe Price Emerging Markets Bond Z

3.37 16.7 Mil
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T. Rowe Price Overseas Stock Z

3.37 16.7 Mil
—