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Morningstar

T. Rowe Price Retirement 2040 R RRTDX

Morningstar Analyst Rating
Analyst rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 25.67  /  1.08 %
  • Total Assets 12.2 Bil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.100%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 0.88%
  • Turnover 29%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis RRTDX

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

People Pillar

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

Best in class.

Senior Analyst

Summary

| by Bobby Blue

The Morningstar Analyst Rating was incorrect for the Advisor share class of the 2005 through the 2020 vintages of this series. The correct rating is Silver. We have resolved the error and corrected the data.

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