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T. Rowe Price Target 2030 Advisor PAKRX

Medalist Rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 14.13  /  +0.57 %
  • Total Assets 602.0 Mil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.790%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.87%
  • Turnover 33%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0

Morningstar’s Analysis PAKRX

Will PAKRX outperform in future?

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

A strong management team and sound investment process underpin T. Rowe Price Target 2030 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-costliest quintile among peers.

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Portfolio Holdings PAKRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 67.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T. Rowe Price Ltd Dur Infl Focus Bd Z

12.78 74.8 Mil

T. Rowe Price New Income Z

11.84 69.3 Mil

T. Rowe Price Value Z

8.37 49.0 Mil

T. Rowe Price Growth Stock Z

8.31 48.6 Mil

T. Rowe Price US Large-Cap Core Z

5.17 30.3 Mil

T. Rowe Price Equity Index 500 Z

5.15 30.1 Mil

T. Rowe Price Overseas Stock Z

4.45 26.0 Mil

T. Rowe Price Intl Bd (USD Hdgd) Z

3.92 22.9 Mil

T. Rowe Price International Value Eq Z

3.91 22.9 Mil

T. Rowe Price International Stock Z

3.78 22.1 Mil