T. Rowe Price Retirement 2055 Fund I Class
TRJMX
NASDAQ
| Weiss Ratings | TRJMX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | TRJMX-NASDAQ | Click to Compare |
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| 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 | TRJMX-NASDAQ | Click to Compare |
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| Fund Name | T. Rowe Price Retirement 2055 Fund I Class | |||
| Category | Target-Date 2055 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Nov 13, 2023 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 500,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | TRJMX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.54% | |||
| Dividend | TRJMX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.02% | |||
| Asset Allocation | TRJMX-NASDAQ | Click to Compare |
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| Cash | 1.54% | |||
| Stock | 96.93% | |||
| U.S. Stock | 65.26% | |||
| Non-U.S. Stock | 31.67% | |||
| Bond | 0.94% | |||
| U.S. Bond | 0.75% | |||
| Non-U.S. Bond | 0.19% | |||
| Preferred | 0.00% | |||
| Convertible | 0.01% | |||
| Other Net | 0.57% | |||
| Price History | TRJMX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 3.51% | |||
| 30-Day Total Return | -2.71% | |||
| 60-Day Total Return | -4.32% | |||
| 90-Day Total Return | -4.78% | |||
| Year to Date Total Return | -0.95% | |||
| 1-Year Total Return | 7.05% | |||
| 2-Year Total Return | 30.03% | |||
| 3-Year Total Return | 28.74% | |||
| 5-Year Total Return | 79.92% | |||
| Price | TRJMX-NASDAQ | Click to Compare |
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| 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 | TRJMX-NASDAQ | Click to Compare |
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| Nav | $19.71 | |||
| 1-Month Low NAV | $17.74 | |||
| 1-Month High NAV | $20.26 | |||
| 52-Week Low NAV | $17.74 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $21.24 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | TRJMX-NASDAQ | Click to Compare |
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| Beta | 0.86 | |||
| Standard Deviation | 15.76 | |||
| Balance Sheet | TRJMX-NASDAQ | Click to Compare |
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| Total Assets | 10.24B | |||
| Operating Ratios | TRJMX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.46% | |||
| Turnover Ratio | 25.60% | |||
| Performance | TRJMX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.73% | |||
| Last Bear Market Total Return | -14.89% | |||