TRRUX : T. Rowe Price Target 2020 Fund

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

TRRUX

T. Rowe Price Target 2020 Fund

FI Score

65 /100

Expense Ratio Rating

8 /10

Expense Rating

9 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

65% FI Score
  • trrux
  • Mutual Fund
  • Allocation
  • Target-Date

T. Rowe Price Target 2020 Fund

Expenses: 0.14% (Better than 1% of similar funds)

This is an OK 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 pursues its objective by investing in a diversified portfolio of other T. Rowe Price stock and bond funds that represent various asset classes and sectors. It is managed based on the specific retirement year (target date 2020) included in its name and assumes a retirement age of 65. The target date refers to the approximate year an investor in the fund would plan to retire and likely stop making new investments in the fund.

Largest Holdings

Amount Holding
19.01% T. Rowe Price Equity Index 500 I
18.33% T. Rowe Price Ltd Dur Infl Focus Bd I
15.27% T. Rowe Price New Income I
5.25% T. Rowe Price Intl Bd (USD Hdgd) I
4.03% T. Rowe Price Growth Stock I
3.85% T. Rowe Price Value I
3.83% T. Rowe Price Emerging Markets Bond I
3.69% T. Rowe Price International Value Eq I
3.49% T. Rowe Price Dynamic Global Bond I
3.47% T. Rowe Price Overseas Stock I
3.34% T. Rowe Price International Stock I
3.16% T. Rowe Price High Yield I
2.14% T. Rowe Price Emerging Markets Stock I
1.79% T. Rowe Price Mid-Cap Growth I
1.53% T. Rowe Price Mid-Cap Value I
1.38% T. Rowe Price New Horizons I
1.35% T. Rowe Price US Treasury Long-Term I
1.28% T. Rowe Price Floating Rate I
1.07% T. Rowe Price Small-Cap Stock I
0.99% T. Rowe Price Small-Cap Value I
0.98% T. Rowe Price Real Assets I

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