T. Rowe Price Target 2020 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.
T. Rowe Price Target 2020 Fund Advisor Class PAIRX
- NAV / 1-Day Return $12.99 / +0.23 %
- Fund Size $219.7M
- Adjusted Expense Ratio 0.720%
- Net Expense Ratio 0.720%
- Fee Level: Distribution High
- Share Class Type No Load
- Morningstar Category Target-Date 2020
- Equity Style Box (Funds) Large Blend
- Fixed-Income Style Box (Funds) Medium/Moderate
- Investment Status Open
- TTM Yield 1.91%
- Turnover Ratio 21%
Morningstar’s Analysis PAIRX
Will PAIRX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 75.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
T. Rowe Price Ltd Dur Infl Focus Bd Z | 20.70 | 46M | — |
T. Rowe Price New Income Z | 17.52 | 39M | — |
T. Rowe Price Intl Bd (USD Hdgd) Z | 6.70 | 15M | — |
T. Rowe Price Growth Stock Z | 6.22 | 14M | — |
T. Rowe Price Value Z | 6.10 | 13M | — |
T. Rowe Price Dynamic Global Bond Z | 4.14 | 9M | — |
T. Rowe Price Emerging Markets Bond Z | 3.84 | 8M | — |
T. Rowe Price Hedged Equity Z | 3.80 | 8M | — |
T. Rowe Price US Large-Cap Core Z | 3.34 | 7M | — |
T. Rowe Price Equity Index 500 Z | 3.08 | 7M | — |