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.
Will TRRGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TRRGX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the TRRGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of TRRGX’s parent organization’s priorities and whether they’re in line with investors’ interests.