4 / 5 Stars
5 4 4 5 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 38 Target Date 2000-2010 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 9.08 percent over the past year, 7.76 percent over the past three years, and 5.14 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||5.0%|
|3 Years (Annualized)||7.8%|
|5 Years (Annualized)||5.1%|
|10 Years (Annualized)||N/A|
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. Its allocation between T. Rowe Price stock and bond funds will change over time in relation to its target retirement date. The fund normally invests 43% in stocks and 57% in bonds. While the fund is non-diversified, it invests in diversified underlying holdings.
Fees are Below Average compared to funds in the same category.
T. Rowe Price Retirement 2005 Fund has an expense ratio of 0.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.