3 / 5 Stars
5 5 1 2 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 45 Target Date 2036-2040 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 13.44 percent over the past year, 9.89 percent over the past three years, 4.57 percent over the past five years, and 8.44 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||8.9%|
|3 Years (Annualized)||9.9%|
|5 Years (Annualized)||4.6%|
|10 Years (Annualized)||8.4%|
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 normally invests 90% in stocks and 10% in bonds. While the fund is non-diversified, it invests in diversified underlying holdings.
Fees are Above Average compared to funds in the same category.
T. Rowe Price Retirement 2040 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 2013-03-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 1 for one year, 1 for five years, and 2 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2013-03-12
The fund's Value Line Risk Rank, a measure of volatility, is 3 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2013-03-12
The fund appears on the 2011 Money 70 list of recommended mutual and exchange-traded funds.Money 70 2011-01-21