T. Rowe Price Retirement 2025 Fund Advisor Class
PARJX
NASDAQ
Weiss Ratings | PARJX-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 | PARJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Provider | T. Rowe Price | |||
Manager/Tenure (Years) | Wyatt A. Lee (9), Kimberly E. DeDominicis (5), Andrew G. Jacobs van Merlen (5) | |||
Website | http://www.troweprice.com | |||
Fund Information | PARJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Fund Name | T. Rowe Price Retirement 2025 Fund Advisor Class | |||
Category | Target-Date 2025 | |||
Sub-Category | Target Date | |||
Prospectus Objective | Asset Allocation | |||
Inception Date | May 31, 2007 | |||
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 | PARJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield | 2.22% | |||
Dividend | PARJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield (Forward) | 1.97% | |||
Asset Allocation | PARJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Cash | 6.68% | |||
Stock | 53.52% | |||
U.S. Stock | 37.20% | |||
Non-U.S. Stock | 16.32% | |||
Bond | 39.21% | |||
U.S. Bond | 29.68% | |||
Non-U.S. Bond | 9.53% | |||
Preferred | 0.16% | |||
Convertible | 0.10% | |||
Other Net | 0.33% | |||
Price History | PARJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
7-Day Total Return | -1.05% | |||
30-Day Total Return | 3.44% | |||
60-Day Total Return | 0.41% | |||
90-Day Total Return | -0.23% | |||
Year to Date Total Return | 2.49% | |||
1-Year Total Return | 6.56% | |||
2-Year Total Return | 22.91% | |||
3-Year Total Return | 24.30% | |||
5-Year Total Return | 48.28% | |||
Price | PARJX-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 | PARJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Nav | $16.83 | |||
1-Month Low NAV | $16.43 | |||
1-Month High NAV | $17.03 | |||
52-Week Low NAV | $15.51 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $17.60 | |||
52-Week High Price (Date) | Dec 04, 2024 | |||
Beta / Standard Deviation | PARJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Beta | 0.61 | |||
Standard Deviation | 10.81 | |||
Balance Sheet | PARJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Total Assets | 18.16B | |||
Operating Ratios | PARJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Expense Ratio | 0.79% | |||
Turnover Ratio | 31.50% | |||
Performance | PARJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Last Bull Market Total Return | 10.05% | |||
Last Bear Market Total Return | -11.19% | |||