Morningstar

T. Rowe Price Retirement 2020 Fund I Class TRDBX

Morningstar Medalist Rating
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  • NAV / 1-Day Return$20.68  /  +0.19%
  • Fund Size$12.2B
  • Adjusted Expense Ratio0.360%
  • Net Expense Ratio0.360%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryTarget-Date 2020
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)Medium/Moderate
  • Investment StatusOpen
  • TTM Yield2.93%
  • Turnover Ratio19%
NAV and 1-Day Return as of

Morningstar’s Analysis TRDBX

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

  • People Pillar

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

A strong choice despite recent bumps in the road.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

T. Rowe Price Retirement 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 TRDBX

More TRDBX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings72.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T. Rowe Price New Income Z

15.172B
—

T. Rowe Price Ltd Dur Infl Focus Bd Z

13.172B
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T. Rowe Price Growth Stock Z

8.371B
—

T. Rowe Price Value Z

8.171B
—

T. Rowe Price Intl Bd (USD Hdgd) Z

5.86730M
—

T. Rowe Price Hedged Equity Z

5.13639M
—

T. Rowe Price US Large-Cap Core Z

4.54566M
—

T. Rowe Price Equity Index 500 Z

4.34541M
—

T. Rowe Price International Value Eq Z

3.67458M
—

T. Rowe Price Dynamic Global Bond Z

3.59448M
—

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