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T. Rowe Price Retirement Balanced TRRIX

Analyst rating as of
NAV / 1-Day Return
14.59  /  0.48 %
Total Assets
2.1 Bil
Adj. Expense Ratio
0.490%
Expense Ratio
0.490%
Fee Level
Below Average
Longest Manager Tenure
6.49 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.98%
Turnover
35%
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Morningstar’s Analysis

Will TRRIX outperform in future?

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

A compelling team and process support this conservative option for retirees.

Senior Analyst

Summary

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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.

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