Morningstar

T. Rowe Price Retirement 2060 I TRLNX

Morningstar Medalist Rating
Medalist Rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 17.27  /  −0.47 %
  • Total Assets 5.4 Bil
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.460%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Target-Date 2060
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield —
  • Turnover 25%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis TRLNX

Will TRLNX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TRLNX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TRLNX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TRLNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An industry leader.

Senior Analyst Megan Pacholok

Megan Pacholok

Senior Analyst

Summary

T. Rowe Price Retirement’s skilled team implements a collaborative, research-driven approach that continues to instill confidence over the long run.

by Megan Pacholok
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TRLNX

More TRLNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 87.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T. Rowe Price Growth Stock Z

15.91 802.7 Mil
—

T. Rowe Price Value Z

15.59 786.6 Mil
—

T. Rowe Price US Large-Cap Core Z

10.64 536.5 Mil
—

T. Rowe Price Equity Index 500 Z

10.46 527.6 Mil
—

T. Rowe Price Overseas Stock Z

7.69 387.9 Mil
—

T. Rowe Price International Value Eq Z

7.43 374.9 Mil
—

T. Rowe Price International Stock Z

6.70 338.1 Mil
—

T. Rowe Price Real Assets Z

6.27 316.2 Mil
—

T. Rowe Price Mid-Cap Growth Z

3.68 185.5 Mil
—

T. Rowe Price Mid-Cap Value Z

3.41 172.0 Mil
—

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