| 19.46 Net Asset Value | +0.15% 1 Day | +8.84% Year-to-Date | Overall Morningstar Rating |
| Target date 2016-2020 Style or Category | No Load Sales Expenses | 0.70% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +3.19% | 3 years | +12.29% | |
| 3 months | +4.74% | 5 years | +5.43% | |
| 1 year | +16.55% | Since inception | +9.17% |
| TRRBX | Category | |
|---|---|---|
| Performance 5-yr return | +5.43% | +4.18% |
| Expense ratio | 0.70% | 1.06% |
| Risk 5 year sharpe ratio | 0.38 | 0.31 |
| Net assets | $18.0B | $2.2B |
| Average market cap | $27.3B | $28.9B |
| Average P/E | 16.9 | 15.2 |
| Portfolio turnover | 22% | 22% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | T. Rowe Price |
| Fund manager & tenure | Jerome Clark / 10 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 17.62% |
| Industrial materials | 15.38% |
| Energy | 11.20% |
| Consumer service | 9.06% |
| Healthcare | 8.54% |
| PRCIX T. Rowe Price New Income | 17.54% |
| PREIX T. Rowe Price Equity Index 500 | 17.52% |
| PRGFX T. Rowe Price Growth Stock | 11.60% |
| TRVLX T. Rowe Price Value | 9.94% |
| PRITX T. Rowe Price International Stock Fd | 5.44% |
| TRIGX T. Rowe Price Intl Gr & Inc | 5.37% |
| TROSX T. Rowe Price Overseas Stock | 5.22% |
| -- T. Rowe Price Inflation Focused Bond | 3.88% |
| PRMSX T. Rowe Price Emerging Markets Stock | 3.71% |
| PRHYX T. Rowe Price High-Yield | 2.82% |
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