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T. Rowe Price Retirement I 2040 I TRPDX

Analyst rating as of
NAV / 1-Day Return
13.83  /  1.02 %
Total Assets
5.7 Bil
Adj. Expense Ratio
0.510%
Expense Ratio
0.510%
Fee Level
Average
Longest Manager Tenure
4.78 years
Category
US Fund Target-Date 2040
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Extensive
Status
Open
TTM Yield
1.66%
Turnover
16%
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Morningstar’s Analysis

Will TRPDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillar’s below.

Updates to this target-date series highlight T. Rowe Price's research might.

Analyst

Summary

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T. Rowe Price’s target-date series will change its equity glide path and add two underlying funds. The comprehensive, two-year research process behind the changes illustrates the extent of the firm’s multi-asset capabilities. The series retains a Morningstar Analyst Rating of Silver for its cheapest share classes. The more expensive classes range from Bronze to Neutral.

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