| 14.60 Net Asset Value | -0.27% 1 Day | +4.66% Year-to-Date | Overall Morningstar Rating |
| Retirement income Style or Category | No Load Sales Expenses | 0.57% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +1.53% | 3 years | +8.85% | |
| 3 months | +3.00% | 5 years | +5.31% | |
| 1 year | +12.50% | Since inception | +7.01% |
| TRRIX | Category | |
|---|---|---|
| Performance 5-yr return | +5.31% | +4.48% |
| Expense ratio | 0.57% | 0.99% |
| Risk 5 year sharpe ratio | 0.54 | 0.48 |
| Net assets | $3.2B | $438.6M |
| Average market cap | $30.9B | $27.0B |
| Average P/E | 16.3 | 15.5 |
| Portfolio turnover | 21% | 21% |
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| Fund family | T. Rowe Price |
| Fund manager & tenure | Jerome Clark / 10 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 | 18.04% |
| Industrial materials | 14.95% |
| Energy | 11.36% |
| Healthcare | 9.75% |
| Consumer goods | 8.72% |
| -- T. Rowe Price Inflation Focused Bond | 29.62% |
| PREIX T. Rowe Price Equity Index 500 | 23.58% |
| PRCIX T. Rowe Price New Income | 18.97% |
| PRITX T. Rowe Price International Stock Fd | 3.30% |
| TRIGX T. Rowe Price Intl Gr & Inc | 3.21% |
| PRHYX T. Rowe Price High-Yield | 3.18% |
| TROSX T. Rowe Price Overseas Stock | 3.17% |
| -- T. Rowe Price Emerging Markets Bond | 3.10% |
| RPIBX T. Rowe Price International Bond | 2.55% |
| PRMSX T. Rowe Price Emerging Markets Stock | 2.15% |
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