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Morningstar

T. Rowe Price Target 2060 Advisor TRTGX

Morningstar Medalist Rating
Medalist Rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 15.02  /  −0.99 %
  • Total Assets 144.8 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield 1.02%
  • Turnover 23%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 10:41 PM GMT+0

Morningstar’s Analysis TRTGX

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

  • People Pillar

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

A strong management team and sound investment process underpin T. Rowe Price Target 2060 Advisor's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TRTGX

More TRTGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 85.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T. Rowe Price Growth Stock Z

15.24 20.3 Mil
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T. Rowe Price Value Z

15.22 20.3 Mil
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T. Rowe Price Equity Index 500 Z

10.40 13.9 Mil
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T. Rowe Price US Large-Cap Core Z

9.43 12.6 Mil
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T. Rowe Price Overseas Stock Z

8.03 10.7 Mil
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T. Rowe Price International Value Eq Z

7.01 9.3 Mil
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T. Rowe Price International Stock Z

6.69 8.9 Mil
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T. Rowe Price Real Assets Z

6.06 8.1 Mil
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T. Rowe Price Mid-Cap Growth Z

3.89 5.2 Mil
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T. Rowe Price Mid-Cap Value Z

3.50 4.7 Mil
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