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Morningstar

T. Rowe Price Retirement Blend 2020 I TBLDX

Morningstar Medalist Rating
Medalist Rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 9.61  /  0.00
  • Total Assets 163.5 Mil
  • Adj. Expense Ratio
    0.210%
  • Expense Ratio 0.210%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.23%
  • Turnover 52%

USD | NAV as of May 13, 2024 | 1-Day Return as of May 13, 2024, 10:16 PM GMT+0

Morningstar’s Analysis TBLDX

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

  • People Pillar

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

One of the best.

Senior Analyst Megan Pacholok

Megan Pacholok

Senior Analyst

Summary

T. Rowe Price Retirement Blend’s exceptional trio of managers strikes the right balance when building well-diversified portfolios along a research-backed glide path.

by Megan Pacholok
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TBLDX

More TBLDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 72.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T. Rowe Price Equity Index 500 Z

14.29 22.5 Mil
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T. Rowe Price QM US Bond Index Z

13.98 22.0 Mil
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T. Rowe Price US Limited Dtn TIPS Z

11.06 17.4 Mil
—

T. Rowe Price International Eq Z

6.77 10.7 Mil
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T. Rowe Price Hedged Equity Z

5.41 8.5 Mil
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T. Rowe Price Value Z

5.21 8.2 Mil
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T. Rowe Price Growth Stock Z

4.69 7.4 Mil
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T. Rowe Price Intl Bd (USD Hdgd) Z

4.67 7.3 Mil
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T. Rowe Price Real Assets Z

3.42 5.4 Mil
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T. Rowe Price US Trs Long-Term Idx Z

3.26 5.1 Mil
—