Morningstar

T. Rowe Price Target 2040 Fund Advisor Class PAHHX

Morningstar Medalist Rating
Medalist Rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 18.95  /  +0.32 %
  • Total Assets 446.8M
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.830%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.56%
  • Turnover 29%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0

Morningstar’s Analysis PAHHX

Will PAHHX outperform in the 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 PAHHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

T. Rowe Price Target 2040 Advisor holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings PAHHX

More PAHHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 75.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T. Rowe Price Value Z

12.50 58M
—

T. Rowe Price Growth Stock Z

11.97 55M
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T. Rowe Price New Income Z

8.61 40M
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T. Rowe Price Equity Index 500 Z

7.09 33M
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T. Rowe Price US Large-Cap Core Z

6.82 31M
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T. Rowe Price Ltd Dur Infl Focus Bd Z

6.48 30M
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T. Rowe Price International Value Eq Z

6.36 29M
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T. Rowe Price Overseas Stock Z

5.69 26M
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T. Rowe Price International Stock Z

4.97 23M
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T. Rowe Price Real Assets Z

4.63 21M
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