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T. Rowe Price Retirement 2050 (TRRMX) Fund Ranking and Research

Ranking, Research and Recommendation of T. Rowe Price Retirement 2050 (TRRMX) Fund

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Graph of T. Rowe Price Retirement 2050 Fund (TRRMX) ManagerFund Manager - Wyatt A. Lee

Fund Manager Information

Fund Manager Tenure: 4.9 years
Fund Family: T. Rowe Price
Fund Category: Target-Date 2050
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)

 

Graph of T. Rowe Price Retirement 2050 Fund (TRRMX) ProfileT. Rowe Price Retirement 2050 Fund (TRRMX) Profile

Fund Profile and Description

T. Rowe Price Retirement 2050 Fund seeks the highest total return over time consistent with an emphasis on both capital growth and income. T. Rowe Price Retirement 2050 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 90% in stocks and 10% in bonds. T. Rowe Price Retirement 2050 Fund is non-diversified.

 

T. Rowe Price Retirement 2050 (TRRMX) Fund Strength What we like about T. Rowe Price Retirement 2050 (TRRMX) Fund

Data for T. Rowe Price Retirement 2050 Fund (TRRMX) as of May 30, 2016

  • T. Rowe Price Retirement 2050 Fund (TRRMX) management has been with T. Rowe Price Retirement 2050 Fund for 4.9 years
  • T. Rowe Price Retirement 2050 Fund (TRRMX) has good short-term performance (1-year return -3.53% vs -3.88% Target-Date 2050 category median performance)
  • T. Rowe Price Retirement 2050 Fund (TRRMX) has good mid-term performance (3-year return 7.38% vs 5.86% Target-Date 2050 category median performance)
  • T. Rowe Price Retirement 2050 Fund (TRRMX) has good Long-term performance (5-year return 7.66% vs 6.13% Target-Date 2050 category median performance)
  • T. Rowe Price Retirement 2050 Fund (TRRMX) ratio of up-years vs down years is greater than 2
  • T. Rowe Price Retirement 2050 Fund (TRRMX) has a Morningstar rating of 4 and above
  • Asset base in T. Rowe Price Retirement 2050 Fund (TRRMX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • T. Rowe Price Retirement 2050 Fund (TRRMX) has an annual stock turnover rate of 6.60% vs Target-Date 2050 average of 31.79%. It is good that T. Rowe Price Retirement 2050 management does not trade extensively for its return.
  • T. Rowe Price Retirement 2050 Fund (TRRMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

T. Rowe Price Retirement 2050 Fund (TRRMX) Weakness What we are cautious about T. Rowe Price Retirement 2050 (TRRMX) Fund

Data for T. Rowe Price Retirement 2050 Fund (TRRMX) as of May 30, 2016

  • T. Rowe Price Retirement 2050 Fund (TRRMX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.77 that is higher than category average of 10.51
See T. Rowe Price Retirement 2050 Fund (TRRMX) performance details as of May 30, 2016

 

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Compare T. Rowe Price Retirement 2050 Fund (TRRMX)Compare with other top Target-Date 2050 category mutual funds

Aadditional top Target-Date 2050 mutual funds for your consideration

FundYear to Date1 Year3 year5 year
T. Rowe Price Retirement 20501.88-3.537.387.66
American Funds 2050 Trgt Date Retire R6 (RFITX)2.80-1.577.968.43Compare

See top fund managers for Target-Date 2050 Category Funds

 

Graph of T. Rowe Price Retirement 2050 Fund (TRRMX) Net Asset TrackingT. Rowe Price Retirement 2050 (TRRMX) Fund Net Asset

Track net asset change of T. Rowe Price Retirement 2050 fund (TRRMX)

DateNet Asset
05/2016$6.54B
03/2016$6.39B
02/2016$5.81B
More historic net asset information on T. Rowe Price Retirement 2050 Fund (TRRMX)

  

Graph of T. Rowe Price Retirement 2050 Fund (TRRMX) Portfolio TrackingT. Rowe Price Retirement 2050 (TRRMX) Fund Portfolio Allocation

Track portfolio allocation change of T. Rowe Price Retirement 2050 fund (TRRMX)

DateCashStockBondOther
03/20164.08%85.87%9.07%0.94%
12/20153.7%86.06%9.32%0.88%
09/20153.12%86.32%9.37%1.13%
Click here to see more historic asset allocation information on T. Rowe Price Retirement 2050 Fund (TRRMX)

 

graph of T. Rowe Price Retirement 2050 Fund (TRRMX) Top 10 Position TrackingTop 10 Holdings in T. Rowe Price Retirement 2050 (TRRMX) Fund

Discover what T. Rowe Price Retirement 2050 Fund (TRRMX) manager is buying

Mar 30, 2016
T. Rowe Price Growth Stock [20.03%]
T. Rowe Price Value [19.33%]
T. Rowe Price Overseas Stock [8.29%]
T. Rowe Price International Gr & Inc [8.25%]
T. Rowe Price International Stock [7.32%]
T. Rowe Price Equity Index 500 [7.21%]
T. Rowe Price New Income [6.48%]
T. Rowe Price Emerging Markets Stock [5.06%]
T. Rowe Price Real Assets [3.69%]
T. Rowe Price Mid-Cap Value [3.37%]

Dec 30, 2015
T. Rowe Price Growth Stock [20.26%]
T. Rowe Price Value [19.69%]
T. Rowe Price International Gr & Inc [8.34%]
T. Rowe Price Overseas Stock [8.3%]
T. Rowe Price Equity Index 500 [7.41%]
T. Rowe Price International Stock [7.25%]
T. Rowe Price New Income [6.74%]
T. Rowe Price Emerging Markets Stock [4.78%]
T. Rowe Price Real Assets [3.5%]
T. Rowe Price Mid-Cap Value [3.12%]

Sep 29, 2015
T. Rowe Price Growth Stock [20.28%]
T. Rowe Price Value [19.6%]
T. Rowe Price International Gr & Inc [8.51%]
T. Rowe Price Overseas Stock [7.94%]
T. Rowe Price Equity Index 500 [7.42%]
T. Rowe Price International Stock [7.2%]
T. Rowe Price New Income [6.69%]
T. Rowe Price Emerging Markets Stock [5.01%]
T. Rowe Price Real Assets [3.55%]
T. Rowe Price Mid-Cap Value [3.17%]
Click here for Stock Holding Change Map in T. Rowe Price Retirement 2050 Fund (TRRMX)

  

Latest News on T. Rowe Price Retirement 2050 (TRRMX) Fund

See what is happening with T. Rowe Price Retirement 2050 Fund (TRRMX)

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T. Rowe Price Retirement 2050 Fund (TRRMX) Related ResourcesSee more information on T. Rowe Price Retirement 2050 (TRRMX) Fund

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