| 18.14 Net Asset Value | +0.06% 1 Day | +1.80% Year-to-Date | Overall Morningstar Rating |
| Target date 2000-2010 Style or Category | No Load Sales Expenses | 0.60% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +0.72% | 3 years | +7.42% | |
| 3 months | +1.57% | 5 years | +12.80% | |
| 1 year | +10.07% | Since inception | +8.43% |
| TRRAX | Category | |
|---|---|---|
| Performance 5-yr return | +12.80% | +11.79% |
| Expense ratio | 0.60% | 0.93% |
| Risk 5 year sharpe ratio | 1.43 | 1.46 |
| Net assets | $6.3B | $851.3M |
| Average market cap | $34.6B | $35.1B |
| Average P/E | 18.2 | 17.6 |
| Portfolio turnover | 17% | 17% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | T. Rowe Price |
| Fund manager & tenure | Jerome Clark / 11 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $1,000.00 |
| Fixed income | 46.77% |
| U.S. stock | 33.68% |
| International stock | 15.73% |
| Cash | 3.62% |
| Other | 0.21% |
| Financial service | 17.93% |
| Industrial materials | 15.12% |
| Energy | 11.31% |
| Healthcare | 9.30% |
| Consumer service | 8.52% |
| PREIX T. Rowe Price Equity Index 500 | 25.47% |
| PRCIX T. Rowe Price New Income | 24.22% |
| -- T. Rowe Price Inflation Focused Bond | 13.25% |
| PRHYX T. Rowe Price High-Yield | 4.88% |
| TRIGX T. Rowe Price Intl Gr & Inc | 4.42% |
| TROSX T. Rowe Price Overseas Stock | 4.00% |
| PRITX T. Rowe Price International Stock Fd | 3.97% |
| -- T. Rowe Price Emerging Markets Bond | 3.52% |
| RPIBX T. Rowe Price International Bond | 3.13% |
| PRMSX T. Rowe Price Emerging Markets Stock | 2.53% |
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