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T. Rowe Price Target 2060 Advisor (TRTGX)

15.80
+0.04
+(0.25%)
At close: 8:02:17 PM EDT
Loading Chart for TRTGX
  • Previous Close 15.76
  • YTD Return 0.00%
  • Expense Ratio 0.89%
  • Category Target-Date 2060+
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 177.94M
  • Beta (5Y Monthly) 1.23
  • Yield 1.00%
  • 5y Average Return --
  • Holdings Turnover 32.70%
  • Last Dividend 0.16
  • Inception Date Feb 26, 2016

The fund pursues its objective by investing in a diversified portfolio of other T. Rowe Price stock and bond mutual funds that represent various asset classes and sectors. Its allocation among T. Rowe Price mutual funds will change over time in relation to its target retirement date. The fund is managed based on the specific retirement year (target date 2060) included in its name and assumes a retirement age of 65.

T. Rowe Price

Fund Family

Target-Date 2060+

Fund Category

177.94M

Net Assets

2016-02-26

Inception Date

Performance Overview: TRTGX

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Trailing returns as of 4/24/2025. Category is Target-Date 2060+.

YTD Return

TRTGX
0.00%
Category
6.10%
 

1-Year Return

TRTGX
5.16%
Category
14.41%
 

3-Year Return

TRTGX
5.86%
Category
4.94%
 

5-Year Return

TRTGX
13.95%
Category
9.53%
 

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Holdings: TRTGX

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Sector Weightings

SectorTRTGX
Technology   22.26%
Healthcare   11.58%
Industrials   10.93%
Energy   5.63%
Real Estate   4.88%
Utilities   2.60%

Recent News: TRTGX

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Research Reports: TRTGX

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