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Morningstar

T. Rowe Price Target 2065 Advisor PAZLX

Morningstar Medalist Rating
Medalist Rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 12.67  /  +0.24 %
  • Total Assets 28.8 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Target-Date 2065+
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 0.90%
  • Turnover 27%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis PAZLX

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

  • People Pillar

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

A sound investment process and strong management team underpin T. Rowe Price Target 2065 Advisor's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PAZLX

More PAZLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 87.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T. Rowe Price Value Z

15.86 4.4 Mil
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T. Rowe Price Growth Stock Z

15.02 4.2 Mil
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T. Rowe Price Equity Index 500 Z

10.56 2.9 Mil
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T. Rowe Price US Large-Cap Core Z

10.23 2.8 Mil
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T. Rowe Price Overseas Stock Z

7.77 2.1 Mil
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T. Rowe Price International Value Eq Z

7.39 2.0 Mil
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T. Rowe Price International Stock Z

6.55 1.8 Mil
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T. Rowe Price Real Assets Z

6.21 1.7 Mil
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T. Rowe Price Mid-Cap Growth Z

3.88 1.1 Mil
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T. Rowe Price Mid-Cap Value Z

3.59 992,965
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