T. Rowe Price Retirement 2050
(TRRMX)
US Markets Open
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13.41
+0.22
+1.67%
:

Previous Close

13.19

Net Assets

3.24B

Yield

1.01%

Front load

None

Expenses

0.00%

Category

Target Date 2046-2050

Morningstar Risk

Above Average

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

  • TRRMX

  • Category

    • 2013

    • 25.90%

    • -

    • 2012

    • 17.55%

    • -

    • 2011

    • -3.36%

    • -

    • 2010

    • 16.41%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 7.04%

      • 13.08%

      • 5.34%

      • Q2

      • 0.88%

      • -4.59%

      • 0.10%

      • Q3

      • 7.99%

      • 6.51%

      • -16.07%

      • Q4

      • 7.97%

      • 2.29%

      • 9.19%

      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 Growth Stock

        • 21.66

        • 17,706,359

        • 1,487,771

        • T. Rowe Price Value

        • 20.37

        • 24,396,972

        • 1,320,010

        • T. Rowe Price Intl Gr & Inc

        • 8.00

        • 21,475,279

        • 1,096,005

        • T. Rowe Price Equity Index 500

        • 7.41

        • 6,190,859

        • 318,096

        • T. Rowe Price Overseas Stock

        • 7.28

        • 30,470,627

        • 1,590,387

        • T. Rowe Price International Stock Fd

        • 6.82

        • 17,463,559

        • -9,890

        • T. Rowe Price New Income

        • 6.24

        • 28,811,428

        • 4,645,390

        • T. Rowe Price Emerging Markets Stock

        • 4.65

        • 5,941,781

        • 489,457

        • T. Rowe Price Real Assets

        • 3.66

        • 13,154,179

        • 271,414

        • T. Rowe Price Mid-Cap Value

        • 3.28

        • 4,390,313

        • 149,795

        • Name

        • Rating

        • YTD Return %

          • TIAA-CREF Lifecycle Index 2050 Inst

          • ★★★★★
          • 2.96

          • American Funds 2050 Trgt Date Retire R6

          • ★★★★★
          • 3.24

          • American Funds 2050 Trgt Date Retire R4

          • ★★★★★
          • 2.92

          • T. Rowe Price Retirement 2050

          • ★★★★★
          • 2.68

          • T. Rowe Price Retirement 2050 Adv

          • ★★★★★
          • 2.54

          • American Funds 2050 Trgt Date Retir A LW

          • ★★★★★
          • 3.00

          • American Funds 2050 Trgt Date Retire R5

          • ★★★★★
          • 3.23

          • TIAA-CREF Lifecycle Index 2050 Premier

          • ★★★★
          • 2.84

          • TIAA-CREF Lifecycle 2050 Premier

          • ★★★★
          • 0.46

          • TIAA-CREF Lifecycle Index 2050 Retire

          • ★★★★
          • 2.72

          • Name

          • TRRMX

          • Category

            • Expense Ratio

            • 0.00%

            • 0.52%

            • Net Assets

            • 3.24B

            • 123.08M

            • Dividend Yield

            • 1.90%

            • 2.23

            • Price/Book

            • 2.04

            • 2.05

            • Price/Sales

            • 1.36

            • 1.42

            • Price/Cash Flow

            • 7.33

            • 7.20

            Profile

            Name of Issuer

            T. Rowe Price

            Fund Style

            Open

            Fund Manager

            Jerome Clark

            Investment Style

            Large Growth

            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 2050) 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
            Front load None
            Back Load None

            Inception

            12/29/2006