T. Rowe Price Retirement 2010 R
(RRTAX)
US Markets Open
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18.20
+0.14
+0.78%
:

Previous Close

18.06

Net Assets

477.58M

Yield

1.35%

Front load

None

Expenses

0.50%

Category

Target Date 2000-2010

Morningstar Risk

High

Morningstar Rating ★★★★
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Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • RRTAX

  • Category

    • 2013

    • 11.36%

    • -

    • 2012

    • 11.88%

    • -

    • 2011

    • 0.02%

    • -

    • 2010

    • 12.15%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 3.98%

      • 7.79%

      • 3.48%

      • Q2

      • -1.12%

      • -2.06%

      • 0.76%

      • Q3

      • 3.93%

      • 4.64%

      • -9.71%

      • Q4

      • 4.21%

      • 1.27%

      • 6.23%

      Composition
      Sector Weightings
      Equity Investment Style
      Bond Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • T. Rowe Price Equity Index 500

        • 26.42

        • 32,717,070

        • -723,922

        • T. Rowe Price New Income

        • 25.85

        • 176,721,505

        • 11,546,907

        • T. Rowe Price Inflation Focused Bond

        • 14.34

        • 182,877,413

        • 11,175,238

        • T. Rowe Price Intl Gr & Inc

        • 4.29

        • 17,054,558

        • -208,296

        • T. Rowe Price High-Yield

        • 4.23

        • 37,757,889

        • -2,007,822

        • T. Rowe Price Overseas Stock

        • 3.91

        • 24,247,182

        • -172,854

        • T. Rowe Price Emerging Markets Bond

        • 3.85

        • 19,021,998

        • 1,172,506

        • T. Rowe Price International Stock Fd

        • 3.66

        • 13,894,565

        • -868,598

        • T. Rowe Price International Bond

        • 2.97

        • 19,593,229

        • -594,054

        • T. Rowe Price Emerging Markets Stock

        • 2.50

        • 4,726,558

        • -114,299

        • Name

        • Rating

        • YTD Return %

          • American Funds 2010 Trgt Date Retire R4

          • ★★★★★
          • 4.54

          • American Funds 2010 Trgt Date Retire R3

          • ★★★★★
          • 4.16

          • American Funds 2010 Trgt Date Retire R5

          • ★★★★★
          • 4.72

          • Principal LifeTime 2010 A Load Waived

          • ★★★★★
          • 2.88

          • MainStay Retirement 2010 I

          • ★★★★★
          • 3.60

          • American Funds 2010 Trgt Date Retir A LW

          • ★★★★★
          • 4.44

          • JHancock Retire Living through 2010 1

          • ★★★★★
          • 3.30

          • JHancock Retire Living through 2010 R5

          • ★★★★★
          • 3.30

          • TIAA-CREF Lifecycle 2010 Instl

          • ★★★★★
          • 2.67

          • T. Rowe Price Retirement 2010

          • ★★★★★
          • 3.59

          • Name

          • RRTAX

          • Category

            • Expense Ratio

            • 0.50%

            • 0.53%

            • Net Assets

            • 477.58M

            • 231.71M

            • Dividend Yield

            • 2.25%

            • 2.28

            • Price/Book

            • 2.01

            • 2.09

            • Price/Sales

            • 1.43

            • 1.45

            • Price/Cash Flow

            • 7.35

            • 7.14

            Profile

            Name of Issuer

            T. Rowe Price

            Fund Style

            Open

            Fund Manager

            Jerome Clark

            Investment Style

            Large Blend

            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 2010) included in its name and assumes a retirement age of 65. While the fund is non-diversified, it invests in diversified underlying holdings.

            Purchase Information

            Initial Purchase 2,500
            Initial Purchase: IRA NA
            Initial Purchase: AIP NA
            Front load None
            Back Load None

            Inception

            10/31/2003