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.
- NAV / 1-Day Return 12.47 / 0.71 %
- Total Assets 1.7 Bil
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Adj. Expense Ratio
- Expense Ratio 0.990%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Medium
- Category Allocation—30% to 50% Equity
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 2.58%
- Turnover 32%
Morningstar’s Analysis RRTIX
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