TRRDX : T. Rowe Price Retirement 2040 Fund

TRRDX is a Allocation Market Target-Date with LOW fees.


T. Rowe Price Retirement 2040 Fund

FI Score

90 /100

Expense Ratio Rating

10 /10

Expense Rating

10 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

90% FI Score
  • trrdx
  • Mutual Fund
  • Allocation
  • Target-Date

T. Rowe Price Retirement 2040 Fund

Expenses: 0.00% (Better than 1% of similar funds)

This is a great choice for a Target-Date Allocation fund. See why ยป

Fund Summary

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 2040) included in its name and assumes a retirement age of 65.

Largest Holdings

Amount Holding
18.99% T. Rowe Price Growth Stock
16.89% T. Rowe Price Value
8.02% T. Rowe Price Equity Index 500
7.35% T. Rowe Price Overseas Stock
7.11% T. Rowe Price International Value Eq
6.89% T. Rowe Price International Stock
6.00% T. Rowe Price New Income
4.72% T. Rowe Price Emerging Markets Stock
3.70% T. Rowe Price Mid-Cap Growth
3.27% T. Rowe Price Mid-Cap Value
2.73% T. Rowe Price New Horizons
2.24% T. Rowe Price Small-Cap Stock
2.09% T. Rowe Price Intl Bd (USD Hdgd)
1.99% T. Rowe Price Small-Cap Value
1.94% T. Rowe Price US Treasury Long-Term
1.87% T. Rowe Price Real Assets
1.50% T. Rowe Price Dynamic Global Bond Inv
0.91% T. Rowe Price Emerging Markets Bond
0.81% T. Rowe Price High Yield
0.38% T. Rowe Price Floating Rate

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs up duo