T. Rowe Price Retirement 2040
100 East Pratt Street Baltimore MD 21202
Map
Phone: 800-492-7670
| Category: | Target Date 2036-2040 | | Fund Family: | T. Rowe Price | | Net Assets: | 3.00B | | Year-to-Date Return: | 28.97% | | Yield: | 1.56% | | 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 92.50% of assets in stock funds and 7.50% in fixed income funds. While the fund is nondiversified, it invests in diversified underlying funds. |
| Last Dividend
(19-Dec-08):
| 0.23 | | Last Cap Gain
(19-Dec-08):
| 0.42 | | Annual Holdings Turnover
| 9.70% | | Average for Category:
| 42.86% |
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| Expense | TRRDX | Category
Avg | | Total Expense Ratio: | 0.79%
| 0.65% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | %
| 2.29% | | 3 Yr Expense Projection*: |
$ 252 | $798 | | 5 Yr Expense Projection*: |
$ 439 | $1,273 | | 10 Yr Expense Projection*: |
$ 978 | $2,549 |
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0.18% Nasdaq 
0.42%
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