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Mutual Fund Insights: T. Rowe Price Retirement 2010 R Fund (RRTAX)

In-depth Analysis of T. Rowe Price Retirement 2010 R Fund (RRTAX)

Mutual fund chart: T. Rowe Price Retirement 2010 R Fund (RRTAX)

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See T. Rowe Price Retirement 2010 R Fund (RRTAX) performance details as of January 31, 2010

Last Trade: $14.37 on 3/17/2010, Change: +0.06 (0.42%)

Fund Manager - Jerome A. Clark

Fund Manager Tenure: 7.5 years
Fundmojo Fund Grade: C (Score: 0.55) (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 2010 R Fund (RRTAX)

Data for T. Rowe Price Retirement 2010 R Fund (RRTAX) as of January 31, 2010

T. Rowe Price Retirement 2010 R Fund (RRTAX) management has been with T. Rowe Price Retirement 2010 R Fund for 7.5 years
T. Rowe Price Retirement 2010 R Fund (RRTAX) has good short-term performance (1-year return 30.60% vs 25.58% Target Date 2000-2010 category average)
T. Rowe Price Retirement 2010 R Fund (RRTAX) has good mid-term performance (3-year return -1.46% vs -1.69% Target Date 2000-2010 category average)
T. Rowe Price Retirement 2010 R Fund (RRTAX) has good Long-term performance (5-year return 3.15% vs 2.20% Target Date 2000-2010 category average)
T. Rowe Price Retirement 2010 R Fund (RRTAX) ratio of up-years vs down years is greater than 2
T. Rowe Price Retirement 2010 R Fund (RRTAX) has an annual stock turnover rate of 26.60% vs Target Date 2000-2010 average of 52.58%. It is good that T. Rowe Price Retirement 2010 R management does not trade extensively for its return.

What we are cautious about T. Rowe Price Retirement 2010 R Fund (RRTAX)

Data for T. Rowe Price Retirement 2010 R Fund (RRTAX) as of January 31, 2010

T. Rowe Price Retirement 2010 R Fund is a focused fund with 85.49% 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 2010 R Fund (RRTAX) has a Morningstar rating of 3 and below
T. Rowe Price Retirement 2010 R Fund (RRTAX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.55 that is higher than category average of 13.15
T. Rowe Price Retirement 2010 R Fund (RRTAX) has a higher management fee of 1.14% than its Target Date 2000-2010 average of 0.60%
Even though T. Rowe Price Retirement 2010 R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses

See T. Rowe Price Retirement 2010 R Fund (RRTAX) performance details as of January 31, 2010

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T. Rowe Price Retirement 2010 R Fund (RRTAX) Net Asset

Track net asset change of T. Rowe Price Retirement 2010 R fund (RRTAX)

Date	Net Asset
01/2010	$405.16M
11/2009	$400.52M
10/2009	$383.85M

More historic net asset information on T. Rowe Price Retirement 2010 R Fund (RRTAX)

T. Rowe Price Retirement 2010 R Fund (RRTAX) Portfolio Allocation

Track portfolio allocation change of T. Rowe Price Retirement 2010 R fund (RRTAX)

Date	Cash	Stock	Bond	Other
09/2009	6.31%	58.42%	34.24%	1.03%
06/2009	9.21%	56.45%	33.19%	1.15%
03/2009	36.68%	56.37%	6.77%	0.2%

Click here to see more historic asset allocation information on T. Rowe Price Retirement 2010 R Fund (RRTAX)

Most Recent Top 10 Holdings in T. Rowe Price Retirement 2010 R Fund (RRTAX)

Discover what T. Rowe Price Retirement 2010 R Fund (RRTAX) manager is buying

30-Sep-09

T. Rowe Price Equity Index 500 [28.14%]
T. Rowe Price New Income [21.89%]
T. Rowe Price Short-Term Income [9.03%]
T. Rowe Price Value [4.68%]
T. Rowe Price Growth Stock [4.67%]
T. Rowe Price High-Yield [3.97%]
T. Rowe Price International Stock [3.85%]
T. Rowe Price Overseas Stock [3.46%]
T. Rowe Price Intl Gr & Inc [3.14%]
T. Rowe Price Mid-Cap Growth [2.94%]

30-Jun-09

T. Rowe Price Equity Index 500 [27.82%]
T. Rowe Price New Income [23.65%]
T. Rowe Price Short-Term Income [7.71%]
T. Rowe Price High-Yield [5.74%]
T. Rowe Price Growth Stock [4.93%]
T. Rowe Price Value [4.92%]
T. Rowe Price International Stock [3.94%]
T. Rowe Price Overseas Stock [3.59%]
T. Rowe Price Intl Gr & Inc [3.25%]
T. Rowe Price Mid-Cap Value [2.88%]

31-Mar-09

T. Rowe Price Equity Index 500 [28.3%]
T. Rowe Price Short-Term Income [8.3%]
T. Rowe Price Growth Stock [5.98%]
T. Rowe Price Value [4.57%]
T. Rowe Price International Stock [3.63%]
T. Rowe Price Overseas Stock [3.33%]
T. Rowe Price Mid-Cap Growth [3.06%]
T. Rowe Price Intl Gr & Inc [2.98%]
T. Rowe Price Mid-Cap Value [2.72%]
T. Rowe Price Emerging Markets Stock [1.83%]

Click here for Stock Holding Change Map in T. Rowe Price Retirement 2010 R Fund (RRTAX)

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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.