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Morningstar

T. Rowe Price Retirement Balanced TRRIX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
12.69  /  1.28 %
Total Assets
1.7 Bil
Adj. Expense Ratio
0.490%
Expense Ratio
0.490%
Fee Level
Below Average
Longest Manager Tenure
7.18 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.41%
Turnover
35%

Morningstar’s Fund Analysis TRRIX

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

People Pillar

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

A compelling team and process support this conservative option for retirees.

Senior Analyst

Summary

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T. Rowe Price Retirement Balanced benefits from the firm’s sizable multi-asset team and a time-tested approach to asset allocation. Its cheapest share class earns a Morningstar Analyst rating of Silver, while its two more expensive are rated Bronze.

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