| 14.39 Net Asset Value | -0.14% 1 Day | +9.68% Year-to-Date | Overall Morningstar Rating |
| Target date 2021-2025 Style or Category | No Load Sales Expenses | 0.73% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +2.79% | 3 years | +13.87% | |
| 3 months | +5.65% | 5 years | +5.39% | |
| 1 year | +21.77% | Since inception | +6.64% |
| TRRHX | Category | |
|---|---|---|
| Performance 5-yr return | +5.39% | +4.05% |
| Expense ratio | 0.73% | 1.03% |
| Risk 5 year sharpe ratio | 0.36 | 0.28 |
| Net assets | $10.8B | $1.8B |
| Average market cap | $26.6B | $29.0B |
| Average P/E | 17.1 | 15.7 |
| Portfolio turnover | 26% | 26% |
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 / 9 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 17.54% |
| Industrial materials | 15.45% |
| Energy | 11.17% |
| Consumer service | 9.20% |
| Healthcare | 8.35% |
| PRGFX T. Rowe Price Growth Stock | 15.64% |
| PREIX T. Rowe Price Equity Index 500 | 14.04% |
| TRVLX T. Rowe Price Value | 13.80% |
| PRCIX T. Rowe Price New Income | 13.49% |
| PRITX T. Rowe Price International Stock Fd | 6.05% |
| TRIGX T. Rowe Price Intl Gr & Inc | 5.95% |
| TROSX T. Rowe Price Overseas Stock | 5.79% |
| PRMSX T. Rowe Price Emerging Markets Stock | 4.09% |
| RPMGX T. Rowe Price Mid-Cap Growth | 3.09% |
| PRAFX T. Rowe Price Real Assets | 3.00% |
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