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Mutual Fund Insights: T. Rowe Price Retirement 2025 R Fund (RRTNX)

In-depth Analysis of T. Rowe Price Retirement 2025 R Fund (RRTNX)

Mutual fund chart: T. Rowe Price Retirement 2025 R Fund (RRTNX)

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See T. Rowe Price Retirement 2025 R Fund (RRTNX) performance details as of February 28, 2010

Last Trade: $10.92 on 3/19/2010, Change: -0.06 (-0.55%)

Fund Manager - Jerome A. Clark

Fund Manager Tenure: 6.1 years
Fundmojo Fund Grade: C (Score: 0.58) (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 2025 R Fund (RRTNX)

Data for T. Rowe Price Retirement 2025 R Fund (RRTNX) as of February 28, 2010

T. Rowe Price Retirement 2025 R Fund (RRTNX) management has been with T. Rowe Price Retirement 2025 R Fund for 6.1 years
T. Rowe Price Retirement 2025 R Fund (RRTNX) has good short-term performance (1-year return 53.97% vs 47.78 % Target Date 2021-2025 category average)
T. Rowe Price Retirement 2025 R Fund (RRTNX) has good Long-term performance (5-year return 2.31% vs 1.77 % Target Date 2021-2025 category average)
T. Rowe Price Retirement 2025 R Fund (RRTNX) has an annual stock turnover rate of 17.30% vs Target Date 2021-2025 average of 29.23%. It is good that T. Rowe Price Retirement 2025 R management does not trade extensively for its return.
T. Rowe Price Retirement 2025 R Fund (RRTNX) has a lower management fee than its Target Date 2021-2025 average: 0.47% vs 0.58%

What we are cautious about T. Rowe Price Retirement 2025 R Fund (RRTNX)

Data for T. Rowe Price Retirement 2025 R Fund (RRTNX) as of February 28, 2010

T. Rowe Price Retirement 2025 R Fund is a focused fund with 88.51% 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 2025 R Fund (RRTNX) has a less-than-ideal mid-term performance (3-year return -3.31% vs -4.29 % Target Date 2021-2025 category average)
T. Rowe Price Retirement 2025 R Fund (RRTNX) ratio of up-years vs down years can be improved
T. Rowe Price Retirement 2025 R Fund (RRTNX) has a Morningstar rating of 3 and below
T. Rowe Price Retirement 2025 R Fund (RRTNX) is more volatile than its peers as it has a 3-year Standard Deviation of 19.54 that is higher than category average of 18.83
Even though T. Rowe Price Retirement 2025 R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses

See T. Rowe Price Retirement 2025 R Fund (RRTNX) performance details as of February 28, 2010

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T. Rowe Price Retirement 2025 R Fund (RRTNX) Net Asset

Track net asset change of T. Rowe Price Retirement 2025 R fund (RRTNX)

Date	Net Asset
02/2010	$4.36B
01/2010	$36.36M
11/2009	$33.65M

More historic net asset information on T. Rowe Price Retirement 2025 R Fund (RRTNX)

T. Rowe Price Retirement 2025 R Fund (RRTNX) Portfolio Allocation

Track portfolio allocation change of T. Rowe Price Retirement 2025 R fund (RRTNX)

Date	Cash	Stock	Bond	Other
09/2009	2.77%	80.77%	15.4%	1.06%
06/2009	18.4%	67.68%	13.04%	0.88%
03/2009	22.04%	77.29%	0.34%	0.33%

Click here to see more historic asset allocation information on T. Rowe Price Retirement 2025 R Fund (RRTNX)

Most Recent Top 10 Holdings in T. Rowe Price Retirement 2025 R Fund (RRTNX)

Discover what T. Rowe Price Retirement 2025 R Fund (RRTNX) manager is buying

30-Sep-09

T. Rowe Price Value [17.87%]
T. Rowe Price Growth Stock [17.71%]
T. Rowe Price Equity Index 500 [16.35%]
T. Rowe Price New Income [10.4%]
T. Rowe Price International Stock [5.33%]
T. Rowe Price Overseas Stock [4.78%]
T. Rowe Price Intl Gr & Inc [4.36%]
T. Rowe Price Mid-Cap Value [4.04%]
T. Rowe Price Mid-Cap Growth [4.03%]
T. Rowe Price High-Yield [3.27%]

30-Jun-09

T. Rowe Price Growth Stock [18.16%]
T. Rowe Price Value [17.91%]
T. Rowe Price Equity Index 500 [16.4%]
T. Rowe Price New Income [10.49%]
T. Rowe Price International Stock [5.43%]
T. Rowe Price High-Yield [4.85%]
T. Rowe Price Overseas Stock [4.8%]
T. Rowe Price Intl Gr & Inc [4.36%]
T. Rowe Price Mid-Cap Growth [3.94%]
T. Rowe Price Mid-Cap Value [3.91%]

31-Mar-09

T. Rowe Price Growth Stock [19.2%]
T. Rowe Price Value [17.66%]
T. Rowe Price Equity Index 500 [16.28%]
T. Rowe Price International Stock [5.17%]
T. Rowe Price Overseas Stock [4.73%]
T. Rowe Price Mid-Cap Growth [4.37%]
T. Rowe Price Intl Gr & Inc [4.21%]
T. Rowe Price Mid-Cap Value [3.81%]
T. Rowe Price Emerging Markets Stock [2.61%]
T. Rowe Price New Horizons [1.94%]

Click here for Stock Holding Change Map in T. Rowe Price Retirement 2025 R Fund (RRTNX)

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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.