Morningstar

T. Rowe Price Retirement Income 2020 Fund Investor Class TRLAX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See T. Rowe Price Investment Hub
  • NAV / 1-Day Return $9.33  /  −0.11 %
  • Fund Size $188.6M
  • Adjusted Expense Ratio 0.510%
  • Net Expense Ratio 0.510%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Target-Date 2020
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 4.95%
  • Turnover Ratio 25%
NAV and 1-Day Return as of

Morningstar’s Analysis TRLAX

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

  • People Pillar

    The People Pillar is our evaluation of the TRLAX 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 TRLAX’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 Retirement Income 2020 Inv 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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TRLAX

More TRLAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 71.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T. Rowe Price New Income Z

15.20 29M
—

T. Rowe Price Ltd Dur Infl Focus Bd Z

13.19 25M
—

T. Rowe Price Growth Stock Z

8.33 16M
—

T. Rowe Price Value Z

8.16 15M
—

T. Rowe Price Intl Bd (USD Hdgd) Z

5.89 11M
—

T. Rowe Price Hedged Equity Z

5.09 10M
—

T. Rowe Price US Large-Cap Core Z

4.44 8M
—

T. Rowe Price Equity Index 500 Z

4.25 8M
—

T. Rowe Price International Value Eq Z

3.70 7M
—

T. Rowe Price Dynamic Global Bond Z

3.62 7M
—

Sponsor Center