Mutual Fund Insights: T. Rowe Price Retirement 2045 Adv Fund (PARLX)

In-depth Analysis of T. Rowe Price Retirement 2045 Adv Fund (PARLX)

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See T. Rowe Price Retirement 2045 Adv Fund (PARLX) performance details as of January 31, 2010

  

Last Trade: $10.52 on 3/18/2010, Change: -0.03 (-0.28%)

  

Fund Manager - Jerome A. Clark

Fund Manager Tenure: 4.8 years
Fundmojo Fund Grade: C (Score: 0.59)     (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 2045 Adv Fund (PARLX)

Data for T. Rowe Price Retirement 2045 Adv Fund (PARLX) as of January 31, 2010

• T. Rowe Price Retirement 2045 Adv Fund (PARLX) management has been with T. Rowe Price Retirement 2045 Adv Fund for 4.8 years
• T. Rowe Price Retirement 2045 Adv Fund (PARLX) has good short-term performance (1-year return 42.41% vs 36.78% Target Date 2041-2045 category average)
• T. Rowe Price Retirement 2045 Adv Fund (PARLX) has good mid-term performance (3-year return -5.06% vs -6.89% Target Date 2041-2045 category average)
• T. Rowe Price Retirement 2045 Adv Fund (PARLX) has a Morningstar rating of 4 and above
• T. Rowe Price Retirement 2045 Adv Fund (PARLX) has an annual stock turnover rate of 11.90% vs Target Date 2041-2045 average of 32.63%. It is good that T. Rowe Price Retirement 2045 Adv management does not trade extensively for its return.

  

 What we are cautious about T. Rowe Price Retirement 2045 Adv Fund (PARLX)

Data for T. Rowe Price Retirement 2045 Adv Fund (PARLX) as of January 31, 2010

• T. Rowe Price Retirement 2045 Adv Fund is a focused fund with 91.33% 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 2045 Adv Fund (PARLX) ratio of up-years vs down years can be improved
• T. Rowe Price Retirement 2045 Adv Fund (PARLX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.14 that is higher than category average of 21.04
• T. Rowe Price Retirement 2045 Adv Fund (PARLX) has a higher management fee of 1.04% than its Target Date 2041-2045 average of 0.57%
• Even though T. Rowe Price Retirement 2045 Adv Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See T. Rowe Price Retirement 2045 Adv Fund (PARLX) performance details as of January 31, 2010

  

  

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T. Rowe Price Retirement 2045 Adv Fund (PARLX) Net Asset

Track net asset change of T. Rowe Price Retirement 2045 Adv fund (PARLX)

Date	Net Asset
01/2010	$71.98M
11/2009	$68.13M
10/2009	$62.16M

More historic net asset information on T. Rowe Price Retirement 2045 Adv Fund (PARLX)

  

T. Rowe Price Retirement 2045 Adv Fund (PARLX) Portfolio Allocation

Track portfolio allocation change of T. Rowe Price Retirement 2045 Adv fund (PARLX)

Date	Cash	Stock	Bond	Other
09/2009	2.18%	89.67%	7.2%	0.94%
06/2009	13.19%	79.53%	6.54%	0.72%
03/2009	13.92%	85.29%	0.42%	0.38%

Click here to see more historic asset allocation information on T. Rowe Price Retirement 2045 Adv Fund (PARLX)

  

Most Recent Top 10 Holdings in T. Rowe Price Retirement 2045 Adv Fund (PARLX)

Discover what T. Rowe Price Retirement 2045 Adv Fund (PARLX) manager is buying

30-Sep-09 T. Rowe Price Value [23.01%] T. Rowe Price Growth Stock [22.78%] T. Rowe Price Equity Index 500 [11.88%] T. Rowe Price International Stock [5.85%] T. Rowe Price Overseas Stock [5.31%] T. Rowe Price Intl Gr & Inc [4.88%] T. Rowe Price New Income [4.68%] T. Rowe Price Mid-Cap Value [4.48%] T. Rowe Price Mid-Cap Growth [4.43%] T. Rowe Price Emerging Markets Stock [3.65%]

30-Jun-09 T. Rowe Price Value [23.24%] T. Rowe Price Growth Stock [23.14%] T. Rowe Price Equity Index 500 [11.94%] T. Rowe Price International Stock [5.9%] T. Rowe Price Overseas Stock [5.21%] T. Rowe Price Intl Gr & Inc [4.73%] T. Rowe Price New Income [4.57%] T. Rowe Price Mid-Cap Value [4.39%] T. Rowe Price Mid-Cap Growth [4.36%] T. Rowe Price Emerging Markets Stock [3.49%]

31-Mar-09 T. Rowe Price Growth Stock [24.41%] T. Rowe Price Value [22.64%] T. Rowe Price Equity Index 500 [11.73%] T. Rowe Price International Stock [5.85%] T. Rowe Price Overseas Stock [5.26%] T. Rowe Price Mid-Cap Growth [4.8%] T. Rowe Price Intl Gr & Inc [4.68%] T. Rowe Price Mid-Cap Value [4.21%] T. Rowe Price Emerging Markets Stock [2.93%] T. Rowe Price New Horizons [2.16%]

Click here for Stock Holding Change Map in T. Rowe Price Retirement 2045 Adv Fund (PARLX)

  

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See more information on T. Rowe Price Retirement 2045 Adv Fund (PARLX)

• T. Rowe Price Retirement 2045 Adv Fund Insights
• T. Rowe Price Retirement 2045 Adv Fund Performance Data
• T. Rowe Price Retirement 2045 Adv Fund News
• T. Rowe Price Retirement 2045 Adv Fund Score Explaination
• T. Rowe Price Retirement 2045 Adv Fund Manager Information
• Historic T. Rowe Price Retirement 2045 Adv Fund Asset Allocation Report
• Historic T. Rowe Price Retirement 2045 Adv Fund Top 10 Holding Tracking
• Historic T. Rowe Price Retirement 2045 Adv Fund Asset Under Management Tracking