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Mutual Fund Insights: T. Rowe Price Retirement Income Adv Fund (PARIX)

In-depth Analysis of T. Rowe Price Retirement Income Adv Fund (PARIX)

Mutual fund chart: T. Rowe Price Retirement Income Adv Fund (PARIX)

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See T. Rowe Price Retirement Income Adv Fund (PARIX) performance details as of February 28, 2010

Last Trade: $12.50 on 3/19/2010, Change: -0.03 (-0.24%)

Fund Manager - Jerome A. Clark

Fund Manager Tenure: 7.5 years
Fundmojo Fund Grade: B (Score: 0.69) (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 Income Adv Fund (PARIX)

Data for T. Rowe Price Retirement Income Adv Fund (PARIX) as of February 28, 2010

T. Rowe Price Retirement Income Adv Fund (PARIX) management has been with T. Rowe Price Retirement Income Adv Fund for 7.5 years
T. Rowe Price Retirement Income Adv Fund (PARIX) has good short-term performance (1-year return 31.15% vs 27.97 % Retirement Income category average)
T. Rowe Price Retirement Income Adv Fund (PARIX) has good mid-term performance (3-year return 1.41% vs 0.55 % Retirement Income category average)
T. Rowe Price Retirement Income Adv Fund (PARIX) has good Long-term performance (5-year return 3.81% vs 2.61 % Retirement Income category average)
T. Rowe Price Retirement Income Adv Fund (PARIX) ratio of up-years vs down years is greater than 2
T. Rowe Price Retirement Income Adv Fund (PARIX) has an annual stock turnover rate of 31.80% vs Retirement Income average of 41.53%. It is good that T. Rowe Price Retirement Income Adv management does not trade extensively for its return.
T. Rowe Price Retirement Income Adv Fund (PARIX) has a lower management fee than its Retirement Income average: 0.25% vs 0.63%

What we are cautious about T. Rowe Price Retirement Income Adv Fund (PARIX)

Data for T. Rowe Price Retirement Income Adv Fund (PARIX) as of February 28, 2010

T. Rowe Price Retirement Income Adv Fund is a focused fund with 93.55% 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 Income Adv Fund (PARIX) has a Morningstar rating of 3 and below
T. Rowe Price Retirement Income Adv Fund (PARIX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.51 that is higher than category average of 9.86
Even though T. Rowe Price Retirement Income Adv Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See T. Rowe Price Retirement Income Adv Fund (PARIX) performance details as of February 28, 2010

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T. Rowe Price Retirement Income Adv Fund (PARIX) Net Asset

Track net asset change of T. Rowe Price Retirement Income Adv fund (PARIX)

Date	Net Asset
02/2010	$1.71B
01/2010	$192.74M
11/2009	$189.43M

More historic net asset information on T. Rowe Price Retirement Income Adv Fund (PARIX)

T. Rowe Price Retirement Income Adv Fund (PARIX) Portfolio Allocation

Track portfolio allocation change of T. Rowe Price Retirement Income Adv fund (PARIX)

Date	Cash	Stock	Bond	Other
09/2009	12.23%	41.97%	44.9%	0.89%
06/2009	40.03%	28.84%	30.42%	0.71%
03/2009	36.57%	40.1%	23.2%	0.13%

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

Most Recent Top 10 Holdings in T. Rowe Price Retirement Income Adv Fund (PARIX)

Discover what T. Rowe Price Retirement Income Adv Fund (PARIX) manager is buying

30-Sep-09

T. Rowe Price Short-Term Income [28.4%]
T. Rowe Price Equity Index 500 [26.71%]
T. Rowe Price New Income [20.2%]
T. Rowe Price High-Yield [3.8%]
T. Rowe Price International Stock [2.72%]
T. Rowe Price Overseas Stock [2.48%]
T. Rowe Price Emerging Markets Bond [2.33%]
T. Rowe Price Intl Gr & Inc [2.25%]
T. Rowe Price International Bond [2.2%]
T. Rowe Price Mid-Cap Value [2.13%]

30-Jun-09

T. Rowe Price Short-Term Income [28.21%]
T. Rowe Price Equity Index 500 [26.59%]
T. Rowe Price New Income [21.28%]
T. Rowe Price High-Yield [5.04%]
T. Rowe Price International Stock [2.85%]
T. Rowe Price Overseas Stock [2.6%]
T. Rowe Price Intl Gr & Inc [2.35%]
T. Rowe Price Mid-Cap Value [2.07%]
T. Rowe Price Mid-Cap Growth [2.01%]
T. Rowe Price Emerging Markets Bond [1.49%]

31-Mar-09

T. Rowe Price Short-Term Income [29.39%]
T. Rowe Price Equity Index 500 [27.75%]
T. Rowe Price International Stock [2.61%]
T. Rowe Price Overseas Stock [2.43%]
T. Rowe Price Intl Gr & Inc [2.21%]
T. Rowe Price Mid-Cap Growth [2.14%]
T. Rowe Price Mid-Cap Value [1.93%]
T. Rowe Price Emerging Markets Stock [1.27%]
T. Rowe Price New Horizons [0.92%]
T. Rowe Price Small-Cap Stock [0.86%]

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

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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.