- What does TBLWX invest in?
- The fund's investment approach involves strategically allocating assets across a diverse range of T. Rowe Price's proprietary equity and fixed-income mutual funds, thus providing exposure to various asset categories and market segments. This fund's management is specifically tailored to align with its designated target retirement year of 2030, operating on the premise that investors typically plan to retire at approximately 65 years of age.
- What is the expense ratio of TBLWX?
- T. Rowe Price Retirement Blend 2030 Fund (TBLWX) charges an expense ratio of 0.38%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is TBLWX?
- T. Rowe Price Retirement Blend 2030 Fund (TBLWX) manages $1.71B 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 TBLWX actively managed or an index fund?
- TBLWX is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (TBLWX's is 0.38%) in exchange for the discretion to over- or under-weight positions.
- When was TBLWX launched?
- T. Rowe Price Retirement Blend 2030 Fund (TBLWX) launched in July 2021 and is managed by T. Rowe Price.
- How has TBLWX performed?
- TBLWX'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.
