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T. Rowe Price Retirement 2020 (TRRBX) Fund Ranking and Research

Ranking, Research and Recommendation of T. Rowe Price Retirement 2020 (TRRBX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of T. Rowe Price Retirement 2020 Fund (TRRBX) ManagerFund Manager - Wyatt A. Lee

Fund Manager Information

Fund Manager Tenure: 2.4 years
Fund Family: T. Rowe Price
Fund Category: Target-Date 2020
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)
Honorable Mentioning: Money Magazine (2011),

 

Graph of T. Rowe Price Retirement 2020 Fund (TRRBX) ProfileT. Rowe Price Retirement 2020 Fund (TRRBX) Profile

Fund Profile and Description

T. Rowe Price Retirement 2020 Fund seeks the highest total return over time consistent with an emphasis on both capital growth and income. T. Rowe Price Retirement 2020 Fund invests in a set of underlying T. Rowe Price mutual funds representing various asset classes and sectors. Its allocation between T. Rowe Price stock and bond funds will change over time in relation to its target retirement date. It normally invests 72% in stocks and 28% in bonds. T. Rowe Price Retirement 2020 Fund is non-diversified.

 

T. Rowe Price Retirement 2020 (TRRBX) Fund Strength What we like about T. Rowe Price Retirement 2020 (TRRBX) Fund

Data for T. Rowe Price Retirement 2020 Fund (TRRBX) as of May 30, 2016

  • T. Rowe Price Retirement 2020 Fund (TRRBX) is a new fund and has been performing well against its peers for both one-month and three_month performance
  • T. Rowe Price Retirement 2020 Fund (TRRBX) has good mid-term performance (3-year return 6.00% vs 4.37% Target-Date 2020 category median performance)
  • T. Rowe Price Retirement 2020 Fund (TRRBX) has good Long-term performance (5-year return 6.46% vs 4.86% Target-Date 2020 category median performance)
  • T. Rowe Price Retirement 2020 Fund (TRRBX) ratio of up-years vs down years is greater than 2
  • T. Rowe Price Retirement 2020 Fund (TRRBX) has a Morningstar rating of 4 and above
  • Asset base in T. Rowe Price Retirement 2020 Fund (TRRBX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • T. Rowe Price Retirement 2020 Fund (TRRBX) has an annual stock turnover rate of 10.30% vs Target-Date 2020 average of 36.91%. It is good that T. Rowe Price Retirement 2020 management does not trade extensively for its return.
  • T. Rowe Price Retirement 2020 Fund (TRRBX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

T. Rowe Price Retirement 2020 Fund (TRRBX) Weakness What we are cautious about T. Rowe Price Retirement 2020 (TRRBX) Fund

Data for T. Rowe Price Retirement 2020 Fund (TRRBX) as of May 30, 2016

  • T. Rowe Price Retirement 2020 Fund (TRRBX) management has been with T. Rowe Price Retirement 2020 Fund for only 2.4 years, it is hard to judge manager's ability based on this fund's operation record
  • T. Rowe Price Retirement 2020 Fund (TRRBX) has a less-than-ideal short-term performance (1-year return -1.41% vs -1.39% Target-Date 2020 category median performance)
  • T. Rowe Price Retirement 2020 Fund (TRRBX) is more volatile than its peers as it has a 3-year Standard Deviation of 8.16 that is higher than category average of 6.52
See T. Rowe Price Retirement 2020 Fund (TRRBX) performance details as of May 30, 2016

 

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Compare T. Rowe Price Retirement 2020 Fund (TRRBX)Compare with other top Target-Date 2020 category mutual funds

Aadditional top Target-Date 2020 mutual funds for your consideration

FundYear to Date1 Year3 year5 year
T. Rowe Price Retirement 20203.10-1.416.006.46
American Funds 2020 Trgt Date Retire R6 (RRCTX)3.520.676.657.20Compare
Schwab Target 2020 (SWCRX)1.57-1.305.296.00Compare
Vanguard Target Retirement 2020 Inv (VTWNX)3.09-0.885.896.28Compare

See top fund managers for Target-Date 2020 Category Funds

 

Graph of T. Rowe Price Retirement 2020 Fund (TRRBX) Net Asset TrackingT. Rowe Price Retirement 2020 (TRRBX) Fund Net Asset

Track net asset change of T. Rowe Price Retirement 2020 fund (TRRBX)

DateNet Asset
05/2016$25.07B
03/2016$24.86B
02/2016$23.83B
More historic net asset information on T. Rowe Price Retirement 2020 Fund (TRRBX)

  

Graph of T. Rowe Price Retirement 2020 Fund (TRRBX) Portfolio TrackingT. Rowe Price Retirement 2020 (TRRBX) Fund Portfolio Allocation

Track portfolio allocation change of T. Rowe Price Retirement 2020 fund (TRRBX)

DateCashStockBondOther
03/20165.65%60.32%33.11%0.8%
12/20155.03%61.06%32.97%0.78%
09/20155.29%60.6%32.96%0.97%
Click here to see more historic asset allocation information on T. Rowe Price Retirement 2020 Fund (TRRBX)

 

graph of T. Rowe Price Retirement 2020 Fund (TRRBX) Top 10 Position TrackingTop 10 Holdings in T. Rowe Price Retirement 2020 (TRRBX) Fund

Discover what T. Rowe Price Retirement 2020 Fund (TRRBX) manager is buying

Mar 30, 2016
T. Rowe Price New Income [20.24%]
T. Rowe Price Equity Index 500 [18.36%]
T. Rowe Price Growth Stock [7.59%]
T. Rowe Price Value [6.98%]
T. Rowe Price Ltd Dur Infl Focus Bd [6.47%]
T. Rowe Price Overseas Stock [5.94%]
T. Rowe Price International Gr & Inc [5.91%]
T. Rowe Price International Stock [5.21%]
T. Rowe Price Emerging Markets Stock [3.56%]
T. Rowe Price Emerging Markets Bond [3.14%]

Dec 30, 2015
T. Rowe Price New Income [20.88%]
T. Rowe Price Equity Index 500 [18.12%]
T. Rowe Price Growth Stock [8.02%]
T. Rowe Price Value [7.59%]
T. Rowe Price Ltd Dur Infl Focus Bd [6.53%]
T. Rowe Price International Gr & Inc [5.92%]
T. Rowe Price Overseas Stock [5.9%]
T. Rowe Price International Stock [5.15%]
T. Rowe Price Emerging Markets Stock [3.4%]
T. Rowe Price Emerging Markets Bond [2.97%]

Sep 29, 2015
T. Rowe Price New Income [20.64%]
T. Rowe Price Equity Index 500 [18.13%]
T. Rowe Price Growth Stock [8.01%]
T. Rowe Price Value [7.29%]
T. Rowe Price Ltd Dur Infl Focus Bd [6.63%]
T. Rowe Price International Gr & Inc [5.97%]
T. Rowe Price Overseas Stock [5.57%]
T. Rowe Price International Stock [5.11%]
T. Rowe Price Emerging Markets Stock [3.59%]
T. Rowe Price High Yield [3.47%]
Click here for Stock Holding Change Map in T. Rowe Price Retirement 2020 Fund (TRRBX)

  

Latest News on T. Rowe Price Retirement 2020 (TRRBX) Fund

See what is happening with T. Rowe Price Retirement 2020 Fund (TRRBX)

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T. Rowe Price Retirement 2020 Fund (TRRBX) Related ResourcesSee more information on T. Rowe Price Retirement 2020 (TRRBX) Fund

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