T. Rowe Price Retirement Balanced follows an established approach poised to endure an upcoming manager change. Plus, the strategy consists of an inspiring mix of T. Rowe funds. The fund’s Morningstar Analyst Rating ranges from Bronze to Silver depending on the share class.
Will TRRIX 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 TRRIX’s performance objective and investment process is for both security selection and portfolio construction.
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.
The Parent Pillar is our rating of TRRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.