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Morningstar

T. Rowe Price Retirement 2005 TRRFX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 11.18  /  0.63 %
  • Total Assets 979.5 Mil
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.490%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Target-Date 2000-2010
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 3.02%
  • Turnover 34%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:21 PM GMT+00:00

Morningstar’s Analysis TRRFX

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

People Pillar

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

Best in class.

Senior Analyst

Summary

| by Bobby Blue

The Morningstar Analyst Rating was incorrect for the Advisor share class of the 2005 through the 2020 vintages of this series. The correct rating is Silver. We have resolved the error and corrected the data.

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