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T. Rowe Price Retirement 2040 (TRRDX)

24.99 Up 0.12(0.48%) Sep 18
Prev Close:24.87
YTD Return*:7.26%
Net Assets*:14.73B
Yield*:0.98%

* As of 31-Aug-14

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
T. Rowe Price Growth Stock21.71N/A
T. Rowe Price Value20.37N/A
T. Rowe Price Intl Gr & Inc7.98N/A
T. Rowe Price Equity Index 5007.41N/A
T. Rowe Price Overseas Stock7.25N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:14.73B
Category:Target Date 2036-2040
Annual Report Expense Ratio (net):0.00%

Performance & Risk

YTD Return:7.26%
5y Avg Return:14.58%
Rank in Category (ytd):19
% Rank in Category (ytd):8.15%
Beta (3y):1.57
Morningstar Risk Rating:5

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. Its allocation between T. Rowe Price stock and bond funds will change over time in relation to its target retirement date. The fund is managed based on the specific retirement year (target date 2040) included in its name and assumes a retirement age of 65. It normally invests 90% in stocks and 10% in bonds. While the fund is non-diversified, it invests in diversified underlying holdings. View More
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