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PARDX

Mutual Fund ticker: NASDAQ

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T. Rowe Price Retirement 2040 Advisor (PARDX) Ownership - Who owns T. Rowe Price Retirement 2040 Advisor?

The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income... Show more

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

PARDX

Net Assets

24.9B

Fund Existence

over 21 years

Turnover

26.70

Total Expense Ratio

0.85

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2500

Min. Initial Investment IRA

N/A

Morningstar Category

Target-Date 2040

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.85

Assets in Top Ten Holdings

9.77B

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

10.92

Fund of Funds

Yes

Fund Share Class Net Assets

1.35B

Fund Type

OpenEnd

Index Fund

Management Fee

0.60

Modified Duration

7.58

No Load Fund

Yes

Number of Long Holdings

27.00

Number of Net Holdings

30.00

Number of Short Holdings

3.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

80.67%

Gain YTD

4.642

Annual Yield % from dividends

1.29

Returns for 1 year

7.76

Returns for 3 years

23.67

Returns for 5 years

29.45

Returns for 10 years

37.10

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