3 / 5 Stars
5 5 2 2 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 43 Target Date 2021-2025 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 20.63 percent over the past year, 12.29 percent over the past three years, and 4.34 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||8.3%|
|3 Years (Annualized)||12.3%|
|5 Years (Annualized)||4.3%|
|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 76.5% in stocks and 23.5% in bonds. While the fund is non-diversified, it invests in diversified underlying holdings.
Fees are High compared to funds in the same category.
T. Rowe Price Retirement 2025 Fund has an expense ratio of 0.50 percent.
Risk is Above Average 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 1 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2013-06-11
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year and 1 for five years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2013-06-11
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 2013-06-11
The fund appears on the 2011 Money 70 list of recommended mutual and exchange-traded funds.Money 70 2011-01-21