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Morningstar

T. Rowe Price Retirement Balanced Adv PARIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 12.44  /  0.24 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.88%
  • Turnover 32%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis PARIX

Will PARIX outperform in 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 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.

A solid choice for investors in retirement.

Director

Summary

| by Jason Kephart

The T. Rowe Price Retirement Balanced Fund has a trio of seasoned and skilled managers, who construct this portfolio with a solid lineup of T. Rowe Price funds. Combined with T. Rowe’s sizable and well-run multi-asset division, this strategy continues to earn a Morningstar Analyst Rating of Silver for its cheaper share classes and Bronze for more expensive share classes.

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