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Morningstar

T. Rowe Price Retirement 2035 Advisor PARKX

Morningstar Medalist Rating
Medalist Rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 18.13  /  1.04 %
  • Total Assets 10.6 Bil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Status Open
  • TTM Yield 1.05%
  • Turnover 25%

USD | NAV as of Sep 26, 2023 | 1-Day Return as of Sep 26, 2023, 10:21 PM GMT+0

Morningstar’s Analysis PARKX

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

People Pillar

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

An enchanting target-date series.

Senior Analyst Megan Pacholok

Megan Pacholok

Senior Analyst

Summary

T. Rowe Price Retirement’s experienced team, ample resources, and drive for enhancements support a Morningstar Analyst Rating of Gold for its cheapest share class and its collective investment trusts. The retail share class has been downgraded to Silver from Gold, and the advisor share class has been downgraded to Bronze from Silver owing to increasing fee pressures within a competitive peer group. The most-expensive share class continues to earn a Bronze rating.

by Megan Pacholok
Rated on Published on

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Portfolio Holdings PARKX

More PARKX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 31
  • % Assets in Top 10 Holdings 72.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T. Rowe Price Growth Stock Z

13.50
1,505,492,262
—

T. Rowe Price Value Z

12.95
1,444,531,481
—

T. Rowe Price Equity Index 500 Z

8.45
942,877,454
—

T. Rowe Price Overseas Stock Z

6.77
754,914,481
—

T. Rowe Price New Income Z

6.74
751,375,582
—

T. Rowe Price International Value Eq Z

5.83
650,582,922
—

T. Rowe Price International Stock Z

5.64
629,683,921
—

T. Rowe Price US Large-Cap Core Z

5.32
593,019,969
—

T. Rowe Price Real Assets Z

3.94
439,714,989
—

T. Rowe Price Mid-Cap Growth Z

3.22
358,996,027
—