Morningstar

T. Rowe Price Retirement 2020 Fund I Class TRDBX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See T. Rowe Price Investment Hub
  • NAV / 1-Day Return $20.84  /  −0.05 %
  • Fund Size $12.4B
  • Adjusted Expense Ratio 0.360%
  • Net Expense Ratio 0.360%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Target-Date 2020
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.94%
  • Turnover Ratio 19%
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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TRDBX

More TRDBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 72.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T. Rowe Price New Income Z

15.17 2B
—

T. Rowe Price Ltd Dur Infl Focus Bd Z

13.17 2B
—

T. Rowe Price Growth Stock Z

8.37 1B
—

T. Rowe Price Value Z

8.17 1B
—

T. Rowe Price Intl Bd (USD Hdgd) Z

5.86 730M
—

T. Rowe Price Hedged Equity Z

5.13 639M
—

T. Rowe Price US Large-Cap Core Z

4.54 566M
—

T. Rowe Price Equity Index 500 Z

4.34 541M
—

T. Rowe Price International Value Eq Z

3.67 458M
—

T. Rowe Price Dynamic Global Bond Z

3.59 448M
—

Sponsor Center