T. Rowe Price Retirement 2050
(TRRMX)
-0.02
-0.17%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 11.90 |
| Category | Target Date 2046-2050 |
| Net Assets | 1.87 Bil |
| Yield | 1.20% |
| Morningstar Risk | Above Average |
| Morningstar Return | High |
- Last NAV update 5/24/2013 4:00 PM ET
| NA |
|---|
| The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund invests in a diversified portfolio of other T. Rowe Price stock and bond funds that represent various asset classes and sectors. Its allocation between T. Rowe Price stock and bond funds will change over time in relation to its target retirement date. The fund normally invests 90% in stocks and 10% in bonds. While the fund is non-diversified, it invests in diversified underlying holdings. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 38.92% | 16.41% | -3.36% | 17.55% | 11.44% |
| Value ($) | 13,892.00 | 16,171.68 | 15,628.31 | 18,371.08 | 20,472.73 |
- Year to date performance as of 5/23/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | T. Rowe Price |
| Fund Manager | Jerome Clark |
| Tenure (Years) | 6 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,500.00 |
| Minimum IRA Investment | 1,000.00 |
| Front Load | 0.00 |
| Expense Ratio | 0.00% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 3.57% |
| 3 Months | 6.74% |
| 1 Year | 24.93% |
| 3 Years* | 15.13% |
| 5 Years* | 5.43% |
- * Annualized returns
- Performance as of 5/23/2013 8:00 PM ET
| TRRMX | Target Date 2046-2050 | |
|---|---|---|
| 5-Yr Return | 5.43% | 3.37% |
| Sharpe Ratio | 0.70 | 0.71 |
| Net Assets | 1.87 Bil | 108.26 Mil |
| Avg Market Cap | 25.60 Bil | 24.00 Bil |
| Avg P/E | 17.25 | 13.98 |
| Portfolio Turnover | 32 | 29 |
| Symbol | Value ($) |
|---|---|
| Stocks | 89.44% |
| Cash | 2.58% |
| Fixed Income | 7.06% |
| Other | 0.92% |
| NAME | % NET ASSETS |
|---|---|
| T. Rowe Price Growth Stock | 22.84% |
| T. Rowe Price Value | 20.71% |
| T. Rowe Price Equity Index 500 | 7.50% |
| T. Rowe Price International Stock Fd | 7.18% |
| T. Rowe Price Intl Gr & Inc | 7.03% |
| T. Rowe Price Overseas Stock | 6.81% |
| T. Rowe Price New Income | 5.45% |
| T. Rowe Price Emerging Markets Stock | 4.82% |
| T. Rowe Price Mid-Cap Growth | 3.56% |
| T. Rowe Price Real Assets | 3.56% |
Copyright © 2013 Microsoft. All rights reserved.
Quotes are real-time for NASDAQ, NYSE and AMEX. See delay times for other exchanges.
Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.
Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.
