3 / 5 Stars
3 3 4 2 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 42 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 6.06 percent over the past year, 6.11 percent over the past three years, and 11.55 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.2%|
|3 Years (Annualized)||6.1%|
|5 Years (Annualized)||11.5%|
|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 pursues its objective by investing in a diversified portfolio of other T. Rowe Price stock and bond funds that represent various asset classes and sectors. It is managed based on the specific retirement year (target date 2005) included in its name and assumes a retirement age of 65. The fund invests 42% of assets in stocks and 58% in bonds. While the fund is non-diversified, it invests in diversified underlying holdings.
Fees are Average compared to funds in the same category.
T. Rowe Price Retirement 2005 Fund has an expense ratio of 0.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.