Morningstar

T. Rowe Price Target 2060 Fund Advisor Class TRTGX

Morningstar Medalist Rating
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Medalist Rating as of See T. Rowe Price Investment Hub
  • NAV / 1-Day Return $20.39  /  −0.49 %
  • Fund Size $213.8M
  • Adjusted Expense Ratio 0.880%
  • Net Expense Ratio 0.880%
  • Fee Level: Distribution High
  • 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 1.10%
  • Turnover Ratio 32%
NAV and 1-Day Return as of

Morningstar’s Analysis TRTGX

Will TRTGX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

T. Rowe Price Target 2060 Advisor holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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 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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