T. Rowe Price Retirement Balanced Fund

 (MUTF:TRRIX)   Watch this mutual fund  
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Trailing returns

1 day   +0.14%
1 week   +1.26%
4 week   +0.15%
3 month   +4.92%
YTD   +3.30%
1 year
3 years*   +3.46%
5 years*   +4.51%
Best 3 month return+15.34%  
Worst 3 month return-17.11%  

Morningstar statistics

Morningstar category: Allocation--30% to 50% Equity
  Return Risk Rating
3 years Above Average Average
5 years Average Average
10 years Above Average Average
Overall Above Average Average
Morningstar style  Learn more
Value Blend Growth  

Key statistics

Total assets2.98B 
Front load-  
Deferred load-  
Expense ratio0.56%  
Management fee-  
Fund familyT. Rowe Price 

Asset allocation


Purchase information

IRA Initial$1,000  
AIP Initial$2,500  
AIP Additional$100  
May 26, 8:00PM EDT Overall Morningstar RatingTM


The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund invests in a diversified portfolio of other T. Rowe Price stock and bond funds that represent various asset classes and sectors. It is intended for retired investors who seek income and relative stability from bonds along with some capital appreciation potential from stocks. The fund's "neutral allocations," which are what T. Rowe Price considers broadly appropriate for investors during their retirement years, are 40% stock funds and 60% bond funds. While the fund is non-diversified, it invests in diversified underlying holdings.
Fund filings (PDF) »
Asset managers:
Jerome Clark (Started: Sep 30, 2002)
Wyatt Lee (Started: Aug 1, 2015)
Advisor Company:
T. Rowe Price Associates, Inc.
Fund family reports on Morningstar »
Dubai International Financial Centre, PO Box 482023, The Gate, Level 15, Office 24, Baltimore MD 21202, USA


  1 year 3 years 5 years 10 years  
Alpha* 0.44 0.07 0.15 0.29
Beta* 0.75 0.76 0.78 0.78
Mean annual return -0.01 0.30 0.36 0.42
R-squared* 98.72 97.61 98.13 98.33
Standard deviation 6.82 5.44 6.19 7.76
Sharpe ratio -0.03 0.65 0.69 0.51
* Against standard index

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