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 (11), Kimberly E. DeDominicis (7), Andrew G. Jacobs van Merlen (6) | |||
| 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 | Global 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 | 3.41% | |||
| Dividend | TRJWX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.60% | |||
| Asset Allocation | TRJWX-NASDAQ | Click to Compare |
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| Cash | 3.17% | |||
| Stock | 39.94% | |||
| U.S. Stock | 28.25% | |||
| Non-U.S. Stock | 11.69% | |||
| Bond | 56.23% | |||
| U.S. Bond | 42.84% | |||
| Non-U.S. Bond | 13.39% | |||
| Preferred | 0.25% | |||
| Convertible | 0.07% | |||
| Other Net | 0.34% | |||
| Price History | TRJWX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.50% | |||
| 30-Day Total Return | 0.05% | |||
| 60-Day Total Return | -1.68% | |||
| 90-Day Total Return | -1.50% | |||
| Year to Date Total Return | 4.69% | |||
| 1-Year Total Return | 5.99% | |||
| 2-Year Total Return | 16.50% | |||
| 3-Year Total Return | 33.96% | |||
| 5-Year Total Return | 21.60% | |||
| 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 | $14.41 | |||
| 1-Month Low NAV | $14.41 | |||
| 1-Month High NAV | $14.51 | |||
| 52-Week Low NAV | $13.73 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $14.78 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | TRJWX-NASDAQ | Click to Compare |
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| Beta | 0.82 | |||
| Standard Deviation | 6.06 | |||
| Balance Sheet | TRJWX-NASDAQ | Click to Compare |
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| Total Assets | 2.11B | |||
| Operating Ratios | TRJWX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.34% | |||
| Turnover Ratio | 20.40% | |||
| Performance | TRJWX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.14% | |||
| Last Bear Market Total Return | -8.81% | |||