T. Rowe Price Retirement Income
100 East Pratt Street Baltimore MD 21202
Map
Phone: 800-492-7670
| Category: | Retirement Income | | Fund Family: | T. Rowe Price | | Net Assets: | 1.29B | | Year-to-Date Return: | 17.87% | | Yield: | 3.05% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-02 |
|
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 |
|
| |
| 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 42.5% of assets in stock funds, 27.50% in fixed-income funds 30.00% in short-term income funds. While the fund is nondiversified, it invests in diversified underlying funds. |
| Last Dividend
(30-Oct-09):
| 0.02 | | Last Cap Gain
(19-Dec-08):
| 0.14 | | Annual Holdings Turnover
| 31.80% | | Average for Category:
| 46.26% |
|
| Expense | TRRIX | Category
Avg | | Total Expense Ratio: | 0.58%
| 0.65% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.07% | | Max Deferred Sales Load: | %
| 2.45% | | 3 Yr Expense Projection*: |
$ 186 | $801 | | 5 Yr Expense Projection*: |
$ 324 | $999 | | 10 Yr Expense Projection*: |
$ 726 | $1,987 |
|
|
0.22% Nasdaq 
Profile
