4 / 5 Stars
5 5 1 2 5
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 48 Target Date 2051+ 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 23.05 percent over the past year, 12.33 percent over the past three years, and 16.28 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.8%|
|3 Years (Annualized)||12.3%|
|5 Years (Annualized)||16.3%|
|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 is managed based on the specific retirement year (target date 2055) included in its name and assumes a retirement age of 65. It normally invests 90% in stocks and 10% 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 2055 Fund has an expense ratio of 0.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.