T. Rowe Price Retirement 2025
100 East Pratt Street Baltimore MD 21202
Phone: 800-492-7670
| Category: |
Target Date 2021-2025 |
| Fund Family: |
T. Rowe Price |
| Net Assets: |
4.16B |
| Year-to-Date Return: |
-3.11% |
| Yield: |
1.75% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
27-Feb-04 |
|
Jerome A. Clark
Lead Manager since
27-Feb-04 |
|
| Clark joined T. Rowe Price in 1992 and has been managing investments since 1993. Clark holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$2,500 |
| Min Initial Investment, IRA: |
$1,000 |
| Min Initial Investment, AIP: |
$0 |
| Min Subsequent Investment: |
$100 |
| Min Subsequent Investment, IRA: |
$50 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund invests in a set of underlying T. Rowe Price mutual funds representing various asset classes and sectors. It expects to invest 83% of assets in stock funds and 16.50% in fixed-income funds and 0.5% short-term income. While the fund is nondiversified, it invests in diversified underlying funds. |
| Last Dividend
(18-Dec-09):
|
0.18 |
| Last Cap Gain
(18-Dec-09):
|
0.03 |
| Annual Holdings Turnover
|
17.30% |
| Average for Category:
|
35.56% |
|
| Expense |
TRRHX |
Category
Avg |
| Total Expense Ratio: |
0.76%
|
0.58% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.22% |
| Max Deferred Sales Load: |
%
|
2.00% |
| 3 Yr Expense Projection*: |
$243 |
$675 |
| 5 Yr Expense Projection*: |
$422 |
$1,047 |
| 10 Yr Expense Projection*: |
$942 |
$2,077 |
|
|
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