Financial Optimization through Technology Innovation

Top Fund Managers

Latest Mutual Fund News

Financial Advisor Sponsor:Christine F. Heim, Managing Director

Bookmark this site!

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance

Fund Mojo on Facebook

Mutual Fund Insights: T. Rowe Price Retirement Income R Fund (RRTIX)

In-depth Analysis of T. Rowe Price Retirement Income R Fund (RRTIX)

Mutual fund chart: T. Rowe Price Retirement Income R Fund (RRTIX)

3 months
6 months
1 year
3 year
5 year

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

Last Trade: $12.49 on 3/19/2010, Change: -0.04 (-0.32%)

Fund Manager - Jerome A. Clark

Fund Manager Tenure: 7.5 years
Fundmojo Fund Grade: B (Score: 0.68) (What does this score mean?)

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

What we like about T. Rowe Price Retirement Income R Fund (RRTIX)

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

T. Rowe Price Retirement Income R Fund (RRTIX) management has been with T. Rowe Price Retirement Income R Fund for 7.5 years
T. Rowe Price Retirement Income R Fund (RRTIX) has good short-term performance (1-year return 30.86% vs 27.97 % Retirement Income category average)
T. Rowe Price Retirement Income R Fund (RRTIX) has good mid-term performance (3-year return 1.16% vs 0.55 % Retirement Income category average)
T. Rowe Price Retirement Income R Fund (RRTIX) has good Long-term performance (5-year return 3.58% vs 2.61 % Retirement Income category average)
T. Rowe Price Retirement Income R Fund (RRTIX) ratio of up-years vs down years is greater than 2
T. Rowe Price Retirement Income R Fund (RRTIX) 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 R management does not trade extensively for its return.
T. Rowe Price Retirement Income R Fund (RRTIX) has a lower management fee than its Retirement Income average: 0.50% vs 0.63%

What we are cautious about T. Rowe Price Retirement Income R Fund (RRTIX)

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

T. Rowe Price Retirement Income R 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 R Fund (RRTIX) has a Morningstar rating of 3 and below
T. Rowe Price Retirement Income R Fund (RRTIX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.54 that is higher than category average of 9.86
Even though T. Rowe Price Retirement Income R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses

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

Interested in other top mutual funds in similar Retirement Income category?

Below are some additional Retirement Income mutual funds generated out of our database

T. Rowe Price Retirement Income R Fund (RRTIX) Net Asset

Track net asset change of T. Rowe Price Retirement Income R fund (RRTIX)

Date	Net Asset
02/2010	$1.71B
01/2010	$108.81M
11/2009	$104.93M

More historic net asset information on T. Rowe Price Retirement Income R Fund (RRTIX)

T. Rowe Price Retirement Income R Fund (RRTIX) Portfolio Allocation

Track portfolio allocation change of T. Rowe Price Retirement Income R fund (RRTIX)

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 R Fund (RRTIX)

Most Recent Top 10 Holdings in T. Rowe Price Retirement Income R Fund (RRTIX)

Discover what T. Rowe Price Retirement Income R Fund (RRTIX) 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 R Fund (RRTIX)

Related books and products to T. Rowe Price Retirement Income R Fund (RRTIX)

Latest News on T. Rowe Price Retirement Income R (RRTIX)

See what is happening with T. Rowe Price Retirement Income R Fund (RRTIX)

Yahoo! Finance: RSS feed not found

See more news on T. Rowe Price Retirement Income R Fund (RRTIX)

Books and Resources

See more information on T. Rowe Price Retirement Income R Fund (RRTIX)

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.