The T. Rowe Price Retirement Balanced Fund has a trio of seasoned and skilled managers, who construct this portfolio with a solid lineup of T. Rowe Price funds. Combined with T. Rowe’s sizable and well-run multi-asset division, this strategy continues to earn a Morningstar Analyst Rating of Silver for its cheaper share classes and Bronze for more expensive share classes.
- NAV / 1-Day Return 12.26 / 0.07 %
- Total Assets 1.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.490%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Moderately Conservative Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 3.33%
- Turnover 32%
Morningstar’s Analysis TRRIX
Will TRRIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 0
- Bond Holdings 0
- Other Holdings 27
- % Assets in Top 10 Holdings 71.8