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TRRDX

Mutual Fund ticker: NASDAQ

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NET ASSETS

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

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

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Details

Group

Balanced Funds

Fundamentals

TRRDX

Net Assets

26.4B

Fund Existence

almost 23 years

Turnover

14.90

Total Expense Ratio

0.60

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

0.60

Assets in Top Ten Holdings

9.77B

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

10.59

Fund of Funds

Yes

Fund Share Class Net Assets

9.24B

Fund Type

OpenEnd

Index Fund

Management Fee

0.60

Modified Duration

7.30

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

80.24%

Gain YTD

13.477

Annual Yield % from dividends

1.38

Returns for 1 year

12.50

Returns for 3 years

37.69

Returns for 5 years

31.34

Returns for 10 years

63.29

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