5 / 5 Stars
5 5 3 2 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 45 Target Date 2011-2015 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 15.95 percent over the past year, 9.02 percent over the past three years, 12.70 percent over the past five years, and 6.76 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.3%|
|3 Years (Annualized)||9.0%|
|5 Years (Annualized)||12.7%|
|10 Years (Annualized)||6.8%|
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 2015) included in its name and assumes a retirement age of 65. It normally invests 58.5% in stocks and 41.5% in bonds. While the fund is non-diversified, it invests in diversified underlying holdings.
Fees are Low compared to funds in the same category.
T. Rowe Price Retirement 2015 Fund has an expense ratio of 0.50 percent.
Risk is High compared to funds in the same category according to Morningstar.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 3 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2014-06-11
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 4 for one year, 3 for five years, and 3 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2014-06-11
The fund's Value Line Risk Rank, a measure of volatility, is 2 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2014-06-11
The fund appears on the 2011 Money 70 list of recommended mutual and exchange-traded funds.Money 70 2011-01-21