4 / 5 Stars
5 5 3 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 39 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 13.84 percent over the past year, 7.89 percent over the past three years, 11.35 percent over the past five years, and 6.35 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.1%|
|3 Years (Annualized)||7.9%|
|5 Years (Annualized)||11.4%|
|10 Years (Annualized)||6.4%|
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 is managed based on the specific retirement year (target date 2010) included in its name and assumes a retirement age of 65. It normally invests 49% in stocks and 51% 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 2010 Fund has an expense ratio of 0.50 percent.
Risk is High compared to funds in the same category according to Morningstar.