Skip to Content

T. Rowe Price Retirement 2040 R RRTDX

Medalist Rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 27.55  /  0.36 %
  • Total Assets 12.3 Bil
  • Adj. Expense Ratio
    1.100%
  • 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 Medium / Extensive
  • Status Open
  • TTM Yield 1.04%
  • Turnover 24%

Morningstar’s Analysis RRTDX

Will RRTDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

An industry leader.

Senior Analyst Megan Pacholok

Megan Pacholok

Senior Analyst

Summary

T. Rowe Price Retirement’s skilled team implements a collaborative, research-driven approach that continues to instill confidence over the long run.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RRTDX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 29
  • % Assets in Top 10 Holdings 78.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T. Rowe Price Growth Stock Z

13.80
1,721,426,216

T. Rowe Price Value Z

13.80
1,720,697,485

T. Rowe Price Equity Index 500 Z

9.25
1,153,666,528

T. Rowe Price US Large-Cap Core Z

8.73
1,089,323,780

T. Rowe Price Overseas Stock Z

7.34
915,631,246

T. Rowe Price International Value Eq Z

6.37
794,614,994

T. Rowe Price International Stock Z

6.11
761,959,400

T. Rowe Price Real Assets Z

5.68
707,867,447

T. Rowe Price New Income Z

3.66
456,162,035

T. Rowe Price Mid-Cap Growth Z

3.58
445,931,469