TRTGX – T. Rowe Price Target 2060 Advisor Fund Stock Price | Morningstar

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NAV / 1-Day Return 14.78 / −0.47 %
Total Assets 143.4 Mil
Adj. Expense Ratio

0.890%
Expense Ratio 0.890%
Distribution Fee Level High
Share Class Type No Load
Category Target-Date 2060
Investment Style Large Blend
Credit Quality / Interest Rate Sensitivity High/Moderate
Status Open
TTM Yield 1.02%
Turnover 23%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:21 PM GMT+0

Will TRTGX outperform in future?

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

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Process Pillar

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

The People Pillar is our evaluation of the TRTGX 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 TRTGX’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 2060 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 Feb 29, 2024 Published on Feb 29, 2024

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