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Mutual Fund Insights: T. Rowe Price Retirement 2030 R Fund (RRTCX)

In-depth Analysis of T. Rowe Price Retirement 2030 R Fund (RRTCX)

Mutual fund chart: T. Rowe Price Retirement 2030 R Fund (RRTCX)

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See T. Rowe Price Retirement 2030 R Fund (RRTCX) performance details as of January 31, 2010

Last Trade: $15.40 on 3/10/2010, Change: +0.08 (0.52%)

Fund Manager - Jerome A. Clark

Fund Manager Tenure: 7.4 years
Fundmojo Fund Grade: B (Score: 0.63) (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 2030 R Fund (RRTCX)

Data for T. Rowe Price Retirement 2030 R Fund (RRTCX) as of January 31, 2010

T. Rowe Price Retirement 2030 R Fund (RRTCX) management has been with T. Rowe Price Retirement 2030 R Fund for 7.4 years
T. Rowe Price Retirement 2030 R Fund (RRTCX) has good short-term performance (1-year return 40.98% vs 33.93% Target Date 2026-2030 category average)
T. Rowe Price Retirement 2030 R Fund (RRTCX) has good mid-term performance (3-year return -4.93% vs -6.01% Target Date 2026-2030 category average)
T. Rowe Price Retirement 2030 R Fund (RRTCX) has good Long-term performance (5-year return 2.13% vs 0.95% Target Date 2026-2030 category average)
T. Rowe Price Retirement 2030 R Fund (RRTCX) ratio of up-years vs down years is greater than 2
T. Rowe Price Retirement 2030 R Fund (RRTCX) has a Morningstar rating of 4 and above
T. Rowe Price Retirement 2030 R Fund (RRTCX) has an annual stock turnover rate of 12.40% vs Target Date 2026-2030 average of 39.04%. It is good that T. Rowe Price Retirement 2030 R management does not trade extensively for its return.

What we are cautious about T. Rowe Price Retirement 2030 R Fund (RRTCX)

Data for T. Rowe Price Retirement 2030 R Fund (RRTCX) as of January 31, 2010

T. Rowe Price Retirement 2030 R Fund is a focused fund with 90.32% 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 2030 R Fund (RRTCX) is more volatile than its peers as it has a 3-year Standard Deviation of 20.51 that is higher than category average of 19.59
T. Rowe Price Retirement 2030 R Fund (RRTCX) has a higher management fee of 1.28% than its Target Date 2026-2030 average of 0.63%
Even though T. Rowe Price Retirement 2030 R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses

See T. Rowe Price Retirement 2030 R Fund (RRTCX) performance details as of January 31, 2010

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T. Rowe Price Retirement 2030 R Fund (RRTCX) Net Asset

Track net asset change of T. Rowe Price Retirement 2030 R fund (RRTCX)

Date	Net Asset
01/2010	$632.09M
11/2009	$609.74M
10/2009	$566.36M

More historic net asset information on T. Rowe Price Retirement 2030 R Fund (RRTCX)

T. Rowe Price Retirement 2030 R Fund (RRTCX) Portfolio Allocation

Track portfolio allocation change of T. Rowe Price Retirement 2030 R fund (RRTCX)

Date	Cash	Stock	Bond	Other
09/2009	2.37%	85.94%	10.68%	1.01%
06/2009	17.31%	72.81%	9.24%	0.64%
03/2009	17.29%	81.96%	0.39%	0.36%

Click here to see more historic asset allocation information on T. Rowe Price Retirement 2030 R Fund (RRTCX)

Most Recent Top 10 Holdings in T. Rowe Price Retirement 2030 R Fund (RRTCX)

Discover what T. Rowe Price Retirement 2030 R Fund (RRTCX) manager is buying

30-Sep-09

T. Rowe Price Value [21.05%]
T. Rowe Price Growth Stock [20.66%]
T. Rowe Price Equity Index 500 [13.5%]
T. Rowe Price New Income [7.07%]
T. Rowe Price International Stock [5.68%]
T. Rowe Price Overseas Stock [5.13%]
T. Rowe Price Intl Gr & Inc [4.64%]
T. Rowe Price Mid-Cap Value [4.32%]
T. Rowe Price Mid-Cap Growth [4.27%]
T. Rowe Price Emerging Markets Stock [3.47%]

30-Jun-09

T. Rowe Price Value [21.12%]
T. Rowe Price Growth Stock [21.06%]
T. Rowe Price Equity Index 500 [13.55%]
T. Rowe Price New Income [6.9%]
T. Rowe Price International Stock [5.82%]
T. Rowe Price Overseas Stock [5.16%]
T. Rowe Price Intl Gr & Inc [4.59%]
T. Rowe Price Mid-Cap Growth [4.19%]
T. Rowe Price Mid-Cap Value [4.18%]
T. Rowe Price High-Yield [3.47%]

31-Mar-09

T. Rowe Price Growth Stock [22.52%]
T. Rowe Price Value [20.8%]
T. Rowe Price Equity Index 500 [13.47%]
T. Rowe Price International Stock [5.49%]
T. Rowe Price Overseas Stock [4.97%]
T. Rowe Price Mid-Cap Growth [4.65%]
T. Rowe Price Intl Gr & Inc [4.39%]
T. Rowe Price Mid-Cap Value [4.04%]
T. Rowe Price Emerging Markets Stock [2.72%]
T. Rowe Price New Horizons [2.03%]

Click here for Stock Holding Change Map in T. Rowe Price Retirement 2030 R Fund (RRTCX)

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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.