Morningstar

T. Rowe Price Target 2060 Fund TRTFX

Morningstar Medalist Rating
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Medalist Rating as of See T. Rowe Price Investment Hub
  • NAV / 1-Day Return $20.45  /  −0.49 %
  • Fund Size $213.8M
  • Adjusted Expense Ratio 0.630%
  • Net Expense Ratio 0.630%
  • 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 1.23%
  • Turnover Ratio 32%
NAV and 1-Day Return as of

Morningstar’s Analysis TRTFX

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

  • People Pillar

    The People Pillar is our evaluation of the TRTFX 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 TRTFX’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 2060 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
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Portfolio Holdings TRTFX

More TRTFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 87.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T. Rowe Price Value Z

17.38 38M
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T. Rowe Price Growth Stock Z

17.12 38M
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T. Rowe Price US Large-Cap Core Z

9.48 21M
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T. Rowe Price Equity Index 500 Z

9.20 20M
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T. Rowe Price International Value Eq Z

7.95 18M
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T. Rowe Price Overseas Stock Z

7.22 16M
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T. Rowe Price International Stock Z

6.45 14M
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T. Rowe Price Real Assets Z

6.05 13M
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T. Rowe Price Emerging Markets Stock Z

3.15 7M
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T. Rowe Price Em Mkts Discv Stk Z

3.14 7M
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