T. Rowe Price Retirement Balanced Fund Advisor Class
PARIX
NASDAQ
| Weiss Ratings | PARIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | PARIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | T. Rowe Price | |||
| Manager/Tenure (Years) | Wyatt A. Lee (10), Kimberly E. DeDominicis (6), Andrew G. Jacobs van Merlen (6) | |||
| Website | http://www.troweprice.com | |||
| Fund Information | PARIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | T. Rowe Price Retirement Balanced Fund Advisor Class | |||
| Category | Global Moderately Conservative Allocation | |||
| Sub-Category | Cautious Allocation | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Oct 31, 2003 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,500.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PARIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.95% | |||
| Dividend | PARIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.71% | |||
| Asset Allocation | PARIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 6.05% | |||
| Stock | 39.29% | |||
| U.S. Stock | 27.28% | |||
| Non-U.S. Stock | 12.01% | |||
| Bond | 54.05% | |||
| U.S. Bond | 41.86% | |||
| Non-U.S. Bond | 12.19% | |||
| Preferred | 0.18% | |||
| Convertible | 0.09% | |||
| Other Net | 0.34% | |||
| Price History | PARIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.85% | |||
| 30-Day Total Return | 0.00% | |||
| 60-Day Total Return | 0.82% | |||
| 90-Day Total Return | 4.45% | |||
| Year to Date Total Return | 4.23% | |||
| 1-Year Total Return | 10.54% | |||
| 2-Year Total Return | 18.88% | |||
| 3-Year Total Return | 31.63% | |||
| 5-Year Total Return | 22.51% | |||
| Price | PARIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | PARIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $14.50 | |||
| 1-Month Low NAV | $14.38 | |||
| 1-Month High NAV | $14.67 | |||
| 52-Week Low NAV | $13.73 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $14.67 | |||
| 52-Week High Price (Date) | Jun 02, 2026 | |||
| Beta / Standard Deviation | PARIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.89 | |||
| Standard Deviation | 6.36 | |||
| Balance Sheet | PARIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 2.22B | |||
| Operating Ratios | PARIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.74% | |||
| Turnover Ratio | 18.60% | |||
| Performance | PARIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 1,268.52% | |||
| Last Bear Market Total Return | -887.08% | |||