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    T. Rowe Price Retirement Balanced (TRRIX)

    14.60 Up 0.01(0.07%) Aug 28
    Prev Close:14.59
    YTD Return*:1.84%
    Net Assets*:3.44B
    Yield*:1.61%

    * As of 31-Jul-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for TRRIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    T. Rowe Price Inflation Focused Bond30.81N/A
    T. Rowe Price Equity Index 50021.06N/A
    T. Rowe Price New Income20.45N/A
    T. Rowe Price Intl Gr & Inc3.78N/A
    T. Rowe Price High Yield3.50N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.44B
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):0.00%

    Performance & Risk

    YTD Return:1.84%
    5y Avg Return:6.68%
    Rank in Category (ytd):24
    % Rank in Category (ytd):2.84%
    Beta (3y):0.75
    Morningstar Risk Rating:3

    Fund Summary

    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. It is intended for retired investors who seek income and relative stability from bonds along with some capital appreciation potential from stocks. The fund's "neutral allocations," which are what T. Rowe Price considers broadly appropriate for investors during their retirement years, are 40% stock funds and 60% bond funds. While the fund is non-diversified, it invests in diversified underlying holdings. View More
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