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T. Rowe Price Target 2030 I (TWRRX)

14.97 +0.04 (+0.27%)
At close: 8:01 PM EST
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DELL
  • Previous Close 14.93
  • YTD Return 9.50%
  • Expense Ratio 0.37%
  • Category Target-Date 2030
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 593M
  • Beta (5Y Monthly) 0.88
  • Yield 2.22%
  • 5y Average Return --
  • Holdings Turnover 33.30%
  • Last Dividend 0.33
  • Inception Date Feb 26, 2016

The fund pursues its objective by investing in a diversified portfolio of other T. Rowe Price stock and bond funds mutual that represent various asset classes and sectors. It is managed based on the specific retirement year (target date 2030) included in its name and assumes a retirement age of 65. The target date refers to the approximate year an investor in the fund would plan to retire and likely stop making new investments in the fund.

T. Rowe Price

Fund Family

Target-Date 2030

Fund Category

593M

Net Assets

2016-02-26

Inception Date

Performance Overview: TWRRX

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Trailing returns as of 11/21/2024. Category is Target-Date 2030.

YTD Return

TWRRX
9.50%
Category
7.97%
 

1-Year Return

TWRRX
20.87%
Category
25.53%
 

3-Year Return

TWRRX
2.14%
Category
11.28%
 

5-Year Return

TWRRX
7.15%
Category
10.98%
 

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Holdings: TWRRX

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Top 10 Holdings (69.56% of Total Assets)

SymbolCompany% Assets
TRPZX
T. Rowe Price Ltd Dur Infl Focus Bd Z 13.98%
TRVZX
T. Rowe Price New Income Z 12.14%
TRZAX
T. Rowe Price Value Z 8.59%
TRJZX
T. Rowe Price Growth Stock Z 7.86%
TRZLX
T. Rowe Price US Large-Cap Core Z 5.60%
TRHZX
T. Rowe Price Equity Index 500 Z 4.98%
TRZSX
T. Rowe Price Overseas Stock Z 4.25%
TRMZX
T. Rowe Price Intl Bd (USD Hdgd) Z 4.22%
TROZX
T. Rowe Price International Value Eq Z 4.14%
TRNZX
T. Rowe Price International Stock Z 3.80%

Sector Weightings

SectorTWRRX
Technology   22.95%
Healthcare   13.43%
Industrials   10.58%
Energy   5.68%
Real Estate   4.72%
Utilities   2.10%

Recent News: TWRRX

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Research Reports: TWRRX

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