T. Rowe Price Retirement Balanced benefits from the firm’s sizable multi-asset team and a time-tested approach to asset allocation. Its cheapest share class earns a Morningstar Analyst rating of Silver, while its two more expensive are rated Bronze.
Morningstar’s Fund Analysis TRPTX
Will TRPTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TRPTX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the TRPTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of TRPTX’s parent organization’s priorities and whether they’re in line with investors’ interests.