| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
4
5
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#3 in Target Date 2000-2010
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.
Performance
The fund has returned 12.97 percent over the past year, 9.47 percent over the past three years, and 5.12 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 4.4% |
| 1 Year | 13.0% |
| 3 Years (Annualized) | 9.5% |
| 5 Years (Annualized) | 5.1% |
| 10 Years (Annualized) | N/A |
Summary
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.
