T. Rowe Price Retirement 2055 Fund R Class

Frequently Asked Questions About RRTVX

What does RRTVX invest in?

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.

What is the expense ratio of RRTVX?

T. Rowe Price Retirement 2055 Fund R Class (RRTVX) charges an expense ratio of 1.13%. This is the annual fee deducted from fund assets to cover management and operations.

How big is RRTVX?

T. Rowe Price Retirement 2055 Fund R Class (RRTVX) manages $11.84B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is RRTVX actively managed or an index fund?

RRTVX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (RRTVX's is 1.13%) in exchange for the discretion to over- or under-weight positions.

When was RRTVX launched?

T. Rowe Price Retirement 2055 Fund R Class (RRTVX) launched in May 2007 and is managed by T. Rowe Price.

How has RRTVX performed?

RRTVX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.