Mutual Fund Insights: T. Rowe Price Retirement 2015 Fund (TRRGX)

In-depth Analysis of T. Rowe Price Retirement 2015 Fund (TRRGX)

3 months 6 months 1 year 3 year 5 year

See T. Rowe Price Retirement 2015 Fund (TRRGX) performance details as of February 28, 2010

  

Last Trade: $11.04 on 3/19/2010, Change: -0.05 (-0.45%)

  

Fund Manager - Jerome A. Clark

Fund Manager Tenure: 6.1 years
Fundmojo Fund Grade: B (Score: 0.66)     (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 2015 Fund (TRRGX)

Data for T. Rowe Price Retirement 2015 Fund (TRRGX) as of February 28, 2010

• T. Rowe Price Retirement 2015 Fund (TRRGX) management has been with T. Rowe Price Retirement 2015 Fund for 6.1 years
• T. Rowe Price Retirement 2015 Fund (TRRGX) has good short-term performance (1-year return 46.50% vs 39.01 % Target Date 2011-2015 category average)
• T. Rowe Price Retirement 2015 Fund (TRRGX) has good Long-term performance (5-year return 3.40% vs 2.01 % Target Date 2011-2015 category average)
• T. Rowe Price Retirement 2015 Fund (TRRGX) ratio of up-years vs down years is greater than 2
• T. Rowe Price Retirement 2015 Fund (TRRGX) has an annual stock turnover rate of 24.20% vs Target Date 2011-2015 average of 34.79%. It is good that T. Rowe Price Retirement 2015 management does not trade extensively for its return.
• T. Rowe Price Retirement 2015 Fund (TRRGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about T. Rowe Price Retirement 2015 Fund (TRRGX)

Data for T. Rowe Price Retirement 2015 Fund (TRRGX) as of February 28, 2010

• T. Rowe Price Retirement 2015 Fund is a focused fund with 84.88% 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 2015 Fund (TRRGX) has a less-than-ideal mid-term performance (3-year return -1.15% vs -2.86 % Target Date 2011-2015 category average)
• T. Rowe Price Retirement 2015 Fund (TRRGX) has a Morningstar rating of 3 and below
• T. Rowe Price Retirement 2015 Fund (TRRGX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.43 that is higher than category average of 15.65

See T. Rowe Price Retirement 2015 Fund (TRRGX) performance details as of February 28, 2010

  

  

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T. Rowe Price Retirement 2015 Fund (TRRGX) Net Asset

Track net asset change of T. Rowe Price Retirement 2015 fund (TRRGX)

Date	Net Asset
02/2010	$4.30B
01/2010	$4.13B
11/2009	$4.02B

More historic net asset information on T. Rowe Price Retirement 2015 Fund (TRRGX)

  

T. Rowe Price Retirement 2015 Fund (TRRGX) Portfolio Allocation

Track portfolio allocation change of T. Rowe Price Retirement 2015 fund (TRRGX)

Date	Cash	Stock	Bond	Other
09/2009	4.72%	67%	27.19%	1.09%
06/2009	32.93%	46.8%	19.45%	0.82%
03/2009	31.65%	63.98%	4.11%	0.25%

Click here to see more historic asset allocation information on T. Rowe Price Retirement 2015 Fund (TRRGX)

  

Most Recent Top 10 Holdings in T. Rowe Price Retirement 2015 Fund (TRRGX)

Discover what T. Rowe Price Retirement 2015 Fund (TRRGX) manager is buying

30-Sep-09 T. Rowe Price Equity Index 500 [23.46%] T. Rowe Price New Income [17.65%] T. Rowe Price Value [9.81%] T. Rowe Price Growth Stock [9.77%] T. Rowe Price Short-Term Income [4.92%] T. Rowe Price International Stock [4.41%] T. Rowe Price High-Yield [4.23%] T. Rowe Price Overseas Stock [3.95%] T. Rowe Price Intl Gr & Inc [3.58%] T. Rowe Price Mid-Cap Growth [3.38%]

30-Jun-09 T. Rowe Price Equity Index 500 [23.5%] T. Rowe Price New Income [18.6%] T. Rowe Price Growth Stock [9.84%] T. Rowe Price Value [9.8%] T. Rowe Price High-Yield [5.84%] T. Rowe Price International Stock [4.45%] T. Rowe Price Short-Term Income [4.4%] T. Rowe Price Overseas Stock [4.04%] T. Rowe Price Intl Gr & Inc [3.6%] T. Rowe Price Mid-Cap Value [3.33%]

31-Mar-09 T. Rowe Price Equity Index 500 [23.72%] T. Rowe Price Growth Stock [10.88%] T. Rowe Price Value [9.48%] T. Rowe Price Short-Term Income [4.87%] T. Rowe Price International Stock [4.23%] T. Rowe Price Overseas Stock [3.81%] T. Rowe Price Mid-Cap Growth [3.56%] T. Rowe Price Intl Gr & Inc [3.43%] T. Rowe Price Mid-Cap Value [3.17%] T. Rowe Price Emerging Markets Stock [2.09%]

Click here for Stock Holding Change Map in T. Rowe Price Retirement 2015 Fund (TRRGX)

  

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Latest News on T. Rowe Price Retirement 2015 (TRRGX)

See what is happening with T. Rowe Price Retirement 2015 Fund (TRRGX)

All Target-Date Funds Aren't Created Equally (at TheStreet.com) See more news on T. Rowe Price Retirement 2015 Fund (TRRGX)

 

Books and Resources

 

 

See more information on T. Rowe Price Retirement 2015 Fund (TRRGX)

• T. Rowe Price Retirement 2015 Fund Insights
• T. Rowe Price Retirement 2015 Fund Performance Data
• T. Rowe Price Retirement 2015 Fund News
• T. Rowe Price Retirement 2015 Fund Score Explaination
• T. Rowe Price Retirement 2015 Fund Manager Information
• Historic T. Rowe Price Retirement 2015 Fund Asset Allocation Report
• Historic T. Rowe Price Retirement 2015 Fund Top 10 Holding Tracking
• Historic T. Rowe Price Retirement 2015 Fund Asset Under Management Tracking