- What does PARKX invest in?
- This fund's primary objective is to generate the highest possible total return over the long run, carefully balancing the pursuit of capital growth with income generation. It achieves this by investing in a broad array of other T. Rowe Price mutual funds, which encompass diverse stock and bond investments across various asset classes and market segments. The weighting of these underlying T. Rowe Price funds will progressively change over time, adjusting in accordance with its specific target retirement date. The fund's investment approach is strategically aligned with the 2035 retirement year in its title, based on the expectation that investors will retire at age 65.
- What is the expense ratio of PARKX?
- T. Rowe Price Retirement 2035 Fund Advisor Class (PARKX) charges an expense ratio of 0.83%. This is the annual fee deducted from fund assets to cover management and operations.
- What is PARKX's dividend yield?
- PARKX's trailing-twelve-month yield is 4.08%, calculated from the sum of dividends over the past year divided by the current price.
- What is the duration of PARKX?
- Effective duration measures PARKX's sensitivity to interest-rate changes — a duration of 6 means a 1% rate move shifts NAV by roughly 6% in the opposite direction. PARKX's current duration is published on the fund's factsheet on the issuer's website.
- What is the credit quality of PARKX?
- PARKX's credit quality breakdown — the share of holdings rated AAA through CCC and below — is published on the fund's factsheet. Higher-quality (investment-grade) funds yield less but carry less default risk than high-yield / junk bond funds.
- What is the yield to maturity of PARKX?
- Yield to maturity (YTM) is the total return you'd earn from PARKX if every bond in the portfolio is held to maturity at the current price. PARKX's YTM is published on the fund's factsheet on the issuer's website — it differs from the trailing-12-month yield because YTM reflects current bond prices rather than historical income paid.
