Morningstar

T. Rowe Price Target 2005 Fund Advisor Class PANRX

Morningstar Medalist Rating
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Medalist Rating as of See T. Rowe Price Investment Hub
  • NAV / 1-Day Return $12.22  /  −0.08 %
  • Fund Size $48.6M
  • Adjusted Expense Ratio 0.700%
  • Net Expense Ratio 0.700%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Target-Date 2000-2010
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 3.70%
  • Turnover Ratio 30%
NAV and 1-Day Return as of

Morningstar’s Analysis PANRX

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

  • People Pillar

    The People Pillar is our evaluation of the PANRX 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 PANRX’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 2005 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.

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Portfolio Holdings PANRX

More PANRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 77.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T. Rowe Price Ltd Dur Infl Focus Bd Z

20.60 10M
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T. Rowe Price New Income Z

19.75 10M
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T. Rowe Price Intl Bd (USD Hdgd) Z

7.44 4M
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T. Rowe Price Value Z

5.41 3M
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T. Rowe Price Growth Stock Z

5.17 3M
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T. Rowe Price Dynamic Global Bond Z

4.50 2M
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T. Rowe Price Emerging Markets Bond Z

4.47 2M
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T. Rowe Price High Yield Z

3.41 2M
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T. Rowe Price Hedged Equity Z

3.28 2M
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T. Rowe Price US Large-Cap Core Z

2.92 1M
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