Morningstar

T. Rowe Price Retirement 2040 Fund Advisor Class PARDX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See T. Rowe Price Investment Hub
  • NAV / 1-Day Return $37.02  /  −0.27 %
  • Fund Size $25.8B
  • Adjusted Expense Ratio 0.840%
  • Net Expense Ratio 0.840%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Target-Date 2040
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.24%
  • Turnover Ratio 24%
NAV and 1-Day Return as of

Morningstar’s Analysis PARDX

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

  • People Pillar

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

A strong choice despite recent bumps in the road.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

T. Rowe Price Retirement series’ skilled managers, deep resources, and research-focused strategy make it one of the strongest target-date options around.

by Greg Carlson
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PARDX

More PARDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 79.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T. Rowe Price Growth Stock Z

15.68 4B
—

T. Rowe Price Value Z

14.94 4B
—

T. Rowe Price US Large-Cap Core Z

8.34 2B
—

T. Rowe Price Equity Index 500 Z

7.75 2B
—

T. Rowe Price International Value Eq Z

6.82 2B
—

T. Rowe Price Overseas Stock Z

6.49 2B
—

T. Rowe Price New Income Z

5.83 2B
—

T. Rowe Price International Stock Z

5.41 1B
—

T. Rowe Price Real Assets Z

5.05 1B
—

T. Rowe Price Em Mkts Discv Stk Z

2.84 743M
—

Sponsor Center