Morningstar

T. Rowe Price Retirement 2050 Fund TRRMX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $24.21  /  +0.46 %
  • Fund Size $17.8B
  • Adjusted Expense Ratio 0.620%
  • Net Expense Ratio 0.620%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Target-Date 2050
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Moderate
  • Investment Status Open
  • TTM Yield 1.09%
  • Turnover Ratio 23%
NAV and 1-Day Return as of

Morningstar’s Analysis TRRMX

Will TRRMX outperform in the 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.

A strong choice despite recent bumps in the road.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

T. Rowe Price Retirement series’ skilled managers, deep resources, and research-focused strategy make it one of the strongest target-date options around.

by Greg Carlson
Rated on Published on

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Portfolio Holdings TRRMX

More TRRMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 86.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T. Rowe Price Growth Stock Z

17.89 3B
—

T. Rowe Price Value Z

16.99 3B
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T. Rowe Price US Large-Cap Core Z

9.49 2B
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T. Rowe Price Equity Index 500 Z

8.60 2B
—

T. Rowe Price International Value Eq Z

7.72 1B
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T. Rowe Price Overseas Stock Z

7.35 1B
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T. Rowe Price International Stock Z

6.17 1B
—

T. Rowe Price Real Assets Z

5.71 1B
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T. Rowe Price Em Mkts Discv Stk Z

3.20 569M
—

T. Rowe Price Emerging Markets Stock Z

3.11 554M
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