Morningstar

T. Rowe Price Retirement Blend 2015 Fund TBLSX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $11.27  /  +0.54 %
  • Fund Size $238.4M
  • Adjusted Expense Ratio 0.340%
  • Net Expense Ratio 0.340%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Target-Date 2015
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.87%
  • Turnover Ratio 27%
NAV and 1-Day Return as of

Morningstar’s Analysis TBLSX

Will TBLSX outperform in the 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 TBLSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A limited history, but this series has much to recommend it.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

T. Rowe Price Retirement Blend series’ skilled managers, deep resources, and research-focused strategy make it one of the strongest target-date options around.

by Greg Carlson
Rated on Published on

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Portfolio Holdings TBLSX

More TBLSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 78.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T. Rowe Price QM US Bond Index Z

15.54 36M
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T. Rowe Price US Limited Dtn TIPS Z

15.28 36M
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T. Rowe Price Equity Index 500 Z

12.97 30M
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T. Rowe Price Intl Bd (USD Hdgd) Z

6.03 14M
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T. Rowe Price International Eq Z

5.95 14M
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T. Rowe Price Growth Stock Z

5.42 13M
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T. Rowe Price Value Z

5.31 12M
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T. Rowe Price Hedged Equity Z

4.79 11M
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T. Rowe Price Dynamic Global Bond Z

3.71 9M
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T. Rowe Price Emerging Markets Bond Z

3.28 8M
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