T. Rowe Price Retirement series’ skilled managers, deep resources, and research-focused strategy make it one of the strongest target-date options around.
T. Rowe Price Retirement 2060 Fund TRRLX
- NAV / 1-Day Return $21.10 / −1.26 %
- Fund Size $7.1B
- Adjusted Expense Ratio 0.640%
- Net Expense Ratio 0.640%
- Fee Level: Distribution Above Average
- Share Class Type No Load
- Morningstar Category Target-Date 2060
- Equity Style Box (Funds) Large Blend
- Fixed-Income Style Box (Funds) High/Moderate
- Investment Status Open
- TTM Yield 1.11%
- Turnover Ratio 24%
Morningstar’s Analysis TRRLX
Will TRRLX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 87.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
T. Rowe Price Growth Stock Z | 18.11 | 1B | — |
T. Rowe Price Value Z | 17.24 | 1B | — |
T. Rowe Price US Large-Cap Core Z | 9.64 | 683M | — |
T. Rowe Price Equity Index 500 Z | 8.67 | 614M | — |
T. Rowe Price International Value Eq Z | 7.96 | 563M | — |
T. Rowe Price Overseas Stock Z | 7.44 | 527M | — |
T. Rowe Price International Stock Z | 6.28 | 445M | — |
T. Rowe Price Real Assets Z | 5.79 | 410M | — |
T. Rowe Price Em Mkts Discv Stk Z | 3.26 | 230M | — |
T. Rowe Price Emerging Markets Stock Z | 3.16 | 224M | — |
United States