Morningstar

T. Rowe Price Target 2015 Fund TRRTX

Morningstar Medalist Rating
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Medalist Rating as of See T. Rowe Price Investment Hub
  • NAV / 1-Day Return $12.19  /  −0.16 %
  • Fund Size $149.3M
  • Adjusted Expense Ratio 0.450%
  • Net Expense Ratio 0.450%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Target-Date 2015
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 3.50%
  • Turnover Ratio 23%
NAV and 1-Day Return as of

Morningstar’s Analysis TRRTX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

T. Rowe Price Target 2015 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TRRTX

More TRRTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 76.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T. Rowe Price Ltd Dur Infl Focus Bd Z

20.71 31M
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T. Rowe Price New Income Z

18.38 27M
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T. Rowe Price Intl Bd (USD Hdgd) Z

7.03 11M
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T. Rowe Price Growth Stock Z

5.87 9M
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T. Rowe Price Value Z

5.77 9M
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T. Rowe Price Dynamic Global Bond Z

4.35 6M
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T. Rowe Price Emerging Markets Bond Z

4.09 6M
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T. Rowe Price Hedged Equity Z

3.60 5M
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T. Rowe Price US Large-Cap Core Z

3.18 5M
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T. Rowe Price High Yield Z

3.11 5M
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