The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PARIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PARIX 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 PARIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
An attractive conservative balanced strategy.
Greg Carlson
Senior Analyst
Summary
A topnotch multi-asset team and a set of fine underlying holdings make T. Rowe Price Retirement Balanced a good option for retirees.