Morningstar

T. Rowe Price Retirement 2065 Fund I Class TRMOX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $16.59  /  +0.79 %
  • Fund Size $1.9B
  • Adjusted Expense Ratio 0.460%
  • Net Expense Ratio 0.460%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Target-Date 2065
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Moderate
  • Investment Status Open
  • TTM Yield 1.32%
  • Turnover Ratio 22%
NAV and 1-Day Return as of

Morningstar’s Analysis TRMOX

Will TRMOX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TRMOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TRMOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TRMOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong choice despite recent bumps in the road.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

T. Rowe Price Retirement series’ skilled managers, deep resources, and research-focused strategy make it one of the strongest target-date options around.

by Greg Carlson
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Portfolio Holdings TRMOX

More TRMOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 87.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T. Rowe Price Growth Stock Z

18.11 350M
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T. Rowe Price Value Z

17.24 333M
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T. Rowe Price US Large-Cap Core Z

9.64 186M
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T. Rowe Price Equity Index 500 Z

9.50 184M
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T. Rowe Price International Value Eq Z

7.87 152M
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T. Rowe Price Overseas Stock Z

7.15 138M
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T. Rowe Price International Stock Z

6.28 121M
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T. Rowe Price Real Assets Z

5.79 112M
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T. Rowe Price Em Mkts Discv Stk Z

3.21 62M
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T. Rowe Price Emerging Markets Stock Z

3.14 61M
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