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Morningstar

T. Rowe Price Retirement 2050 TRRMX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See T. Rowe Price Investment Hub

Morningstar’s Analysis TRRMX

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

People Pillar

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

An enchanting target-date series.

Senior Analyst Megan Pacholok

Megan Pacholok

Senior Analyst

Summary

T. Rowe Price Retirement’s experienced team, ample resources, and drive for enhancements support a Morningstar Analyst Rating of Gold for its cheapest share class and its collective investment trusts. The retail share class has been downgraded to Silver from Gold, and the advisor share class has been downgraded to Bronze from Silver owing to increasing fee pressures within a competitive peer group. The most-expensive share class continues to earn a Bronze rating.

by Megan Pacholok
Rated on Published on

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