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T. Rowe Price Retirement 2015

TRRGX
14.15
+0.01
+0.07%
5/27/2016
5 Years
  • Previous Close

    14.14

  • Net Assets

    8.37B

  • Yield

    1.93%

  • Front load

    None

  • Expenses

    0.00%

  • Category

    Target-Date 2015

  • Morningstar Risk

    High

  • Morningstar Rating ★★★★
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 2015) 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 1,000
Initial Purchase: AIP 2,500

Inception

2/27/2004

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