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Mutual Fund Insights: T. Rowe Price Retirement 2020 Adv Fund (PARBX)

In-depth Analysis of T. Rowe Price Retirement 2020 Adv Fund (PARBX)

Mutual fund chart: T. Rowe Price Retirement 2020 Adv Fund (PARBX)

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See T. Rowe Price Retirement 2020 Adv Fund (PARBX) performance details as of January 31, 2010

Last Trade: $15.16 on 3/17/2010, Change: +0.08 (0.53%)

Fund Manager - Jerome A. Clark

Fund Manager Tenure: 7.5 years
Fundmojo Fund Grade: B (Score: 0.62) (What does this score mean?)

Clark joined T. Rowe Price in 1992 and has been managing investments since 1993. Clark holds the Chartered Financial Analyst designation. Get more insights on Jerome A. Clark

What we like about T. Rowe Price Retirement 2020 Adv Fund (PARBX)

Data for T. Rowe Price Retirement 2020 Adv Fund (PARBX) as of January 31, 2010

T. Rowe Price Retirement 2020 Adv Fund (PARBX) management has been with T. Rowe Price Retirement 2020 Adv Fund for 7.5 years
T. Rowe Price Retirement 2020 Adv Fund (PARBX) has good short-term performance (1-year return 37.28% vs 28.76% Target Date 2016-2020 category average)
T. Rowe Price Retirement 2020 Adv Fund (PARBX) has good mid-term performance (3-year return -3.15% vs -4.19% Target Date 2016-2020 category average)
T. Rowe Price Retirement 2020 Adv Fund (PARBX) has good Long-term performance (5-year return 2.80% vs 1.47% Target Date 2016-2020 category average)
T. Rowe Price Retirement 2020 Adv Fund (PARBX) ratio of up-years vs down years is greater than 2
T. Rowe Price Retirement 2020 Adv Fund (PARBX) has an annual stock turnover rate of 18.00% vs Target Date 2016-2020 average of 42.34%. It is good that T. Rowe Price Retirement 2020 Adv management does not trade extensively for its return.

What we are cautious about T. Rowe Price Retirement 2020 Adv Fund (PARBX)

Data for T. Rowe Price Retirement 2020 Adv Fund (PARBX) as of January 31, 2010

T. Rowe Price Retirement 2020 Adv Fund is a focused fund with 85.71% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
T. Rowe Price Retirement 2020 Adv Fund (PARBX) has a Morningstar rating of 3 and below
T. Rowe Price Retirement 2020 Adv Fund (PARBX) is more volatile than its peers as it has a 3-year Standard Deviation of 18.08 that is higher than category average of 16.61
T. Rowe Price Retirement 2020 Adv Fund (PARBX) has a higher management fee of 0.98% than its Target Date 2016-2020 average of 0.68%
Even though T. Rowe Price Retirement 2020 Adv Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See T. Rowe Price Retirement 2020 Adv Fund (PARBX) performance details as of January 31, 2010

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T. Rowe Price Retirement 2020 Adv Fund (PARBX) Net Asset

Track net asset change of T. Rowe Price Retirement 2020 Adv fund (PARBX)

Date	Net Asset
01/2010	$1.25B
11/2009	$1.21B
10/2009	$1.14B

More historic net asset information on T. Rowe Price Retirement 2020 Adv Fund (PARBX)

T. Rowe Price Retirement 2020 Adv Fund (PARBX) Portfolio Allocation

Track portfolio allocation change of T. Rowe Price Retirement 2020 Adv fund (PARBX)

Date	Cash	Stock	Bond	Other
09/2009	3.68%	73.98%	21.25%	1.09%
06/2009	26.01%	56.96%	16.37%	0.67%
03/2009	26.65%	71.1%	1.95%	0.3%

Click here to see more historic asset allocation information on T. Rowe Price Retirement 2020 Adv Fund (PARBX)

Most Recent Top 10 Holdings in T. Rowe Price Retirement 2020 Adv Fund (PARBX)

Discover what T. Rowe Price Retirement 2020 Adv Fund (PARBX) manager is buying

30-Sep-09

T. Rowe Price Equity Index 500 [19.61%]
T. Rowe Price Value [13.99%]
T. Rowe Price New Income [13.99%]
T. Rowe Price Growth Stock [13.95%]
T. Rowe Price International Stock [4.82%]
T. Rowe Price Overseas Stock [4.37%]
T. Rowe Price Intl Gr & Inc [3.98%]
T. Rowe Price High-Yield [3.88%]
T. Rowe Price Mid-Cap Value [3.71%]
T. Rowe Price Mid-Cap Growth [3.7%]

30-Jun-09

T. Rowe Price Equity Index 500 [19.41%]
T. Rowe Price Growth Stock [14.37%]
T. Rowe Price Value [14.26%]
T. Rowe Price New Income [14.1%]
T. Rowe Price High-Yield [5.55%]
T. Rowe Price International Stock [5.03%]
T. Rowe Price Overseas Stock [4.55%]
T. Rowe Price Intl Gr & Inc [4.09%]
T. Rowe Price Mid-Cap Value [3.62%]
T. Rowe Price Mid-Cap Growth [3.6%]

31-Mar-09

T. Rowe Price Equity Index 500 [19.3%]
T. Rowe Price Growth Stock [15.54%]
T. Rowe Price Value [14.01%]
T. Rowe Price International Stock [4.73%]
T. Rowe Price Overseas Stock [4.31%]
T. Rowe Price Mid-Cap Growth [4.01%]
T. Rowe Price Intl Gr & Inc [3.89%]
T. Rowe Price Mid-Cap Value [3.51%]
T. Rowe Price Emerging Markets Stock [2.32%]
T. Rowe Price Short-Term Income [2.09%]

Click here for Stock Holding Change Map in T. Rowe Price Retirement 2020 Adv Fund (PARBX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.