Morningstar

T. Rowe Price Target 2060 TRTFX

Morningstar Medalist Rating
Medalist Rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 16.73  /  +0.97 %
  • Total Assets 167.2 Mil
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.640%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 1.20%
  • Turnover 33%

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

Morningstar’s Analysis TRTFX

Will TRTFX 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 TRTFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TRTFX 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 TRTFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin T. Rowe Price Target 2060's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TRTFX

More TRTFX 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

15.79 24.3 Mil
—

T. Rowe Price Value Z

15.56 24.0 Mil
—

T. Rowe Price Equity Index 500 Z

10.79 16.6 Mil
—

T. Rowe Price US Large-Cap Core Z

10.56 16.3 Mil
—

T. Rowe Price Overseas Stock Z

7.68 11.8 Mil
—

T. Rowe Price International Value Eq Z

7.39 11.4 Mil
—

T. Rowe Price International Stock Z

6.67 10.3 Mil
—

T. Rowe Price Real Assets Z

6.26 9.6 Mil
—

T. Rowe Price Mid-Cap Growth Z

3.66 5.6 Mil
—

T. Rowe Price Mid-Cap Value Z

3.44 5.3 Mil
—

Sponsor Center