T. Rowe Price Retirement 2020
100 East Pratt Street Baltimore MD 21202
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Phone: 800-492-7670
| Category: | Target Date 2016-2020 | | Fund Family: | T. Rowe Price | | Net Assets: | 6.72B | | Year-to-Date Return: | 26.10% | | Yield: | 2.16% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-02 |
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Jerome A. Clark
Lead Manager since
30-Sep-02 | | | Clark joined T. Rowe Price in 1992 and has been managing investments since 1993. Clark holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund invests in a set of underlying T. Rowe Price mutual funds representing various asset classes and sectors. It expects to invest 76% of assets in stock funds, 21.50% in fixed-income funds 2.50% in short-term income funds. While the fund is nondiversified, it invests in diversified underlying funds. |
| Last Dividend
(19-Dec-08):
| 0.31 | | Last Cap Gain
(19-Dec-08):
| 0.37 | | Annual Holdings Turnover
| 18.00% | | Average for Category:
| 42.44% |
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| Expense | TRRBX | Category
Avg | | Total Expense Ratio: | 0.73%
| 0.69% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.34% | | Max Deferred Sales Load: | %
| 2.26% | | 3 Yr Expense Projection*: |
$ 233 | $721 | | 5 Yr Expense Projection*: |
$ 406 | $1,102 | | 10 Yr Expense Projection*: |
$ 906 | $2,227 |
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0.22% Nasdaq 
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