T. Rowe Price Retirement 2055 Fund R Class RRTVX Strategy

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Strategy

The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund invests in a diversified portfolio of other T. Rowe Price equity and fixed income mutual funds that represent various asset classes and sectors. The fund’s allocations among underlying T. Rowe Price mutual funds will change over time in relation to the fund’s target retirement date. The fund is managed based on the specific retirement year (target date 2055) included in its name and assumes a retirement age of 65.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
TRRNX
T. Rowe Price Retirement 2055 FundNo LoadOpen $3.36B0.630%Above Average$2,500−$633.83M
PAROX
T. Rowe Price Retirement 2055 Fund Advisor ClassNo LoadOpen $633.58M0.880%High$2,500−$100.85M
TRJMX
T. Rowe Price Retirement 2055 Fund I ClassInstitutionalOpen $7.33B0.450%Average$500,000−$489.72M
RRTVX
T. Rowe Price Retirement 2055 Fund R ClassRetirement, MediumOpen $695.03M1.130%Above Average$2,500−$15.62M

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