Morningstar

T. Rowe Price Retirement 2055 Fund TRRNX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $25.49  /  +0.43 %
  • Fund Size $11.9B
  • Adjusted Expense Ratio 0.630%
  • Net Expense Ratio 0.630%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Target-Date 2055
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Moderate
  • Investment Status Open
  • TTM Yield 1.14%
  • Turnover Ratio 24%
NAV and 1-Day Return as of

Morningstar’s Analysis TRRNX

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

  • People Pillar

    The People Pillar is our evaluation of the TRRNX 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 TRRNX’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
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Portfolio Holdings TRRNX

More TRRNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 87.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T. Rowe Price Growth Stock Z

18.07 2B
—

T. Rowe Price Value Z

17.22 2B
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T. Rowe Price US Large-Cap Core Z

9.63 1B
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T. Rowe Price Equity Index 500 Z

8.68 1B
—

T. Rowe Price International Value Eq Z

7.92 946M
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T. Rowe Price Overseas Stock Z

7.43 888M
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T. Rowe Price International Stock Z

6.27 748M
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T. Rowe Price Real Assets Z

5.78 690M
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T. Rowe Price Em Mkts Discv Stk Z

3.23 386M
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T. Rowe Price Emerging Markets Stock Z

3.17 378M
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