|Expense Ratio (net)||0.82%|
|Morningstar Risk Rating||★★★★|
|Last Cap Gain||0.00|
|Inception Date||Sep 30, 1994|
|Average for Category||N/A|
Discover the top four largest mutual fund holders of Morgan Stanley shares, and learn if their investment strategy can help your portfolio grow.
Target date retirement funds are witnessing “phenomenal growth”. The trend is not going away anytime soon and that is good news for mutual fund companies and independent advisors, says Wyatt Lee, co-portfolio manager for Retirement Date Strategies at T. Rowe Price.
When the mis-pricing hits, buy it. Okay, not so fast, warns Mark Finn, fund manager for the T. Rowe Price Value Fund (TRVLX). It’s not that easy.
John Linehan, manager of the Bronze-rated T. Rowe Price Equity Income, has generated fine results since taking over for the retiring Brian Rogers in late 2015.