Morningstar

T. Rowe Price Target 2040 Fund TRHRX

Morningstar Medalist Rating
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Medalist Rating as of See T. Rowe Price Investment Hub
  • NAV / 1-Day Return $19.21  /  +0.58 %
  • Fund Size $417.2M
  • Adjusted Expense Ratio 0.570%
  • Net Expense Ratio 0.570%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Target-Date 2040
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.74%
  • Turnover Ratio 31%
NAV and 1-Day Return as of

Morningstar’s Analysis TRHRX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

T. Rowe Price Target 2040 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings TRHRX

More TRHRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 75.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T. Rowe Price Value Z

12.98 57M
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T. Rowe Price Growth Stock Z

12.57 55M
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T. Rowe Price New Income Z

8.81 38M
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T. Rowe Price US Large-Cap Core Z

7.01 31M
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T. Rowe Price Ltd Dur Infl Focus Bd Z

6.83 30M
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T. Rowe Price Equity Index 500 Z

6.64 29M
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T. Rowe Price International Value Eq Z

5.85 26M
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T. Rowe Price Overseas Stock Z

5.38 23M
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T. Rowe Price International Stock Z

4.80 21M
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T. Rowe Price Real Assets Z

4.56 20M
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