T. Rowe Price Retirement 2060 Fund R Class
TRRZX
NASDAQ
Weiss Ratings | TRRZX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | TRRZX-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 | TRRZX-NASDAQ | Click to Compare |
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Fund Name | T. Rowe Price Retirement 2060 Fund R Class | |||
Category | Target-Date 2060 | |||
Sub-Category | Target Date | |||
Prospectus Objective | Asset Allocation | |||
Inception Date | Jun 23, 2014 | |||
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 | TRRZX-NASDAQ | Click to Compare |
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Dividend Yield | 0.87% | |||
Dividend | TRRZX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 2.01% | |||
Asset Allocation | TRRZX-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 | TRRZX-NASDAQ | Click to Compare |
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7-Day Total Return | 2.13% | |||
30-Day Total Return | 3.63% | |||
60-Day Total Return | 7.27% | |||
90-Day Total Return | 12.24% | |||
Year to Date Total Return | 8.72% | |||
1-Year Total Return | 11.41% | |||
2-Year Total Return | 31.96% | |||
3-Year Total Return | 49.68% | |||
5-Year Total Return | 70.24% | |||
Price | TRRZX-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 | TRRZX-NASDAQ | Click to Compare |
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Nav | $17.69 | |||
1-Month Low NAV | $17.05 | |||
1-Month High NAV | $17.69 | |||
52-Week Low NAV | $14.48 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $17.69 | |||
52-Week High Price (Date) | Jul 02, 2025 | |||
Beta / Standard Deviation | TRRZX-NASDAQ | Click to Compare |
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Beta | 0.85 | |||
Standard Deviation | 14.28 | |||
Balance Sheet | TRRZX-NASDAQ | Click to Compare |
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Total Assets | 6.04B | |||
Operating Ratios | TRRZX-NASDAQ | Click to Compare |
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Expense Ratio | 1.14% | |||
Turnover Ratio | 23.60% | |||
Performance | TRRZX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 13.25% | |||
Last Bear Market Total Return | -15.02% | |||