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T. Rowe Price Target 2030 TRRWX

Morningstar Medalist Rating
Medalist Rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 13.72  /  −0.15 %
  • Total Assets 574.3 Mil
  • Adj. Expense Ratio
    0.540%
  • Expense Ratio 0.540%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.10%
  • Turnover 33%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis TRRWX

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

  • People Pillar

    The People Pillar is our evaluation of the TRRWX 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 TRRWX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin T. Rowe Price Target 2030's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TRRWX

More TRRWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 68.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T. Rowe Price Ltd Dur Infl Focus Bd Z

13.37 81.2 Mil
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T. Rowe Price New Income Z

11.95 72.6 Mil
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T. Rowe Price Value Z

8.84 53.7 Mil
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T. Rowe Price Growth Stock Z

8.17 49.6 Mil
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T. Rowe Price US Large-Cap Core Z

5.72 34.7 Mil
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T. Rowe Price Equity Index 500 Z

4.47 27.1 Mil
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T. Rowe Price Overseas Stock Z

4.41 26.8 Mil
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T. Rowe Price International Value Eq Z

4.00 24.3 Mil
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T. Rowe Price Intl Bd (USD Hdgd) Z

3.94 23.9 Mil
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T. Rowe Price International Stock Z

3.75 22.8 Mil
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