T. Rowe Price Retirement 2060 Fund I Class
TRLNX
NASDAQ
| Weiss Ratings | TRLNX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | TRLNX-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 | TRLNX-NASDAQ | Click to Compare |
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| Fund Name | T. Rowe Price Retirement 2060 Fund I Class | |||
| Category | Target-Date 2060 | |||
| 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 | TRLNX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.57% | |||
| Dividend | TRLNX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.01% | |||
| Asset Allocation | TRLNX-NASDAQ | Click to Compare |
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| Cash | 1.48% | |||
| Stock | 97.00% | |||
| U.S. Stock | 65.35% | |||
| Non-U.S. Stock | 31.65% | |||
| 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 | TRLNX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 3.52% | |||
| 30-Day Total Return | -2.72% | |||
| 60-Day Total Return | -4.31% | |||
| 90-Day Total Return | -4.80% | |||
| Year to Date Total Return | -0.96% | |||
| 1-Year Total Return | 7.04% | |||
| 2-Year Total Return | 30.07% | |||
| 3-Year Total Return | 28.70% | |||
| 5-Year Total Return | 79.97% | |||
| Price | TRLNX-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 | TRLNX-NASDAQ | Click to Compare |
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| Nav | $16.43 | |||
| 1-Month Low NAV | $14.79 | |||
| 1-Month High NAV | $16.89 | |||
| 52-Week Low NAV | $14.79 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $17.71 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | TRLNX-NASDAQ | Click to Compare |
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| Beta | 0.86 | |||
| Standard Deviation | 15.78 | |||
| Balance Sheet | TRLNX-NASDAQ | Click to Compare |
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| Total Assets | 5.49B | |||
| Operating Ratios | TRLNX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.46% | |||
| Turnover Ratio | 23.60% | |||
| Performance | TRLNX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.75% | |||
| Last Bear Market Total Return | -14.92% | |||