T. Rowe Price Retirement Balanced Fund Class I
TRJWX
NASDAQ
| Weiss Ratings | TRJWX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | TRJWX-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 | TRJWX-NASDAQ | Click to Compare |
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| Fund Name | T. Rowe Price Retirement Balanced Fund Class I | |||
| Category | Moderately Conservative Allocation | |||
| Sub-Category | Cautious Allocation | |||
| 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 | TRJWX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.31% | |||
| Dividend | TRJWX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.96% | |||
| Asset Allocation | TRJWX-NASDAQ | Click to Compare |
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| Cash | 6.26% | |||
| Stock | 38.52% | |||
| U.S. Stock | 27.00% | |||
| Non-U.S. Stock | 11.52% | |||
| Bond | 54.66% | |||
| U.S. Bond | 43.16% | |||
| Non-U.S. Bond | 11.50% | |||
| Preferred | 0.19% | |||
| Convertible | 0.12% | |||
| Other Net | 0.24% | |||
| Price History | TRJWX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.87% | |||
| 30-Day Total Return | -0.70% | |||
| 60-Day Total Return | -1.18% | |||
| 90-Day Total Return | -0.72% | |||
| Year to Date Total Return | 1.06% | |||
| 1-Year Total Return | 7.20% | |||
| 2-Year Total Return | 17.15% | |||
| 3-Year Total Return | 15.41% | |||
| 5-Year Total Return | 37.32% | |||
| Price | TRJWX-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 | TRJWX-NASDAQ | Click to Compare |
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| Nav | $13.31 | |||
| 1-Month Low NAV | $12.72 | |||
| 1-Month High NAV | $13.43 | |||
| 52-Week Low NAV | $12.72 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.80 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | TRJWX-NASDAQ | Click to Compare |
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| Beta | 1.03 | |||
| Standard Deviation | 9.13 | |||
| Balance Sheet | TRJWX-NASDAQ | Click to Compare |
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| Total Assets | 2.14B | |||
| Operating Ratios | TRJWX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.34% | |||
| Turnover Ratio | 26.80% | |||
| Performance | TRJWX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 8.76% | |||
| Last Bear Market Total Return | -8.81% | |||