T. Rowe Price Retirement series’ skilled managers, deep resources, and research-focused strategy make it one of the strongest target-date options around.
T. Rowe Price Retirement 2035 Fund I Class TRFJX
- NAV / 1-Day Return $25.41 / +0.04 %
- Fund Size $23.4B
- Adjusted Expense Ratio 0.410%
- Net Expense Ratio 0.410%
- Fee Level: Distribution Average
- Share Class Type Institutional
- Morningstar Category Target-Date 2035
- Equity Style Box (Funds) Large Blend
- Fixed-Income Style Box (Funds) Medium/Moderate
- Investment Status Open
- TTM Yield 1.88%
- Turnover Ratio 26%
Morningstar’s Analysis TRFJX
Will TRFJX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 75.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
T. Rowe Price Growth Stock Z | 13.62 | 3B | — |
T. Rowe Price Value Z | 13.22 | 3B | — |
T. Rowe Price New Income Z | 9.70 | 2B | — |
T. Rowe Price US Large-Cap Core Z | 7.28 | 2B | — |
T. Rowe Price Equity Index 500 Z | 6.80 | 2B | — |
T. Rowe Price International Value Eq Z | 5.93 | 1B | — |
T. Rowe Price Overseas Stock Z | 5.64 | 1B | — |
T. Rowe Price International Stock Z | 4.69 | 1B | — |
T. Rowe Price Real Assets Z | 4.50 | 1B | — |
T. Rowe Price Intl Bd (USD Hdgd) Z | 3.74 | 877M | — |
United States