4 / 5 Stars
5 5 1 5 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 43 Target Date 2031-2035 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 23.63 percent over the past year, 13.51 percent over the past three years, and 4.51 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||9.9%|
|3 Years (Annualized)||13.5%|
|5 Years (Annualized)||4.5%|
|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 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 87.5% in stocks and 12.5% 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 2035 Fund has an expense ratio of 0.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.