- What does TRFOX invest in?
- This fund is crafted to assist investors saving for retirement, achieving its goal by investing in a varied collection of T. Rowe Price's own equity and fixed-income mutual funds. These underlying investments are spread across numerous asset classes and market segments. The fund's management strategy is specifically aligned with the 2050 target date mentioned in its name, operating on the premise that an investor would typically retire at age 65 around that year. This target date signifies the approximate point at which an investor intends to stop working and likely discontinue adding new capital to the fund.
- What is the expense ratio of TRFOX?
- T. Rowe Price Target Retirement 2050 Fund (TRFOX) charges an expense ratio of 0.61%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is TRFOX?
- T. Rowe Price Target Retirement 2050 Fund (TRFOX) manages $423.2M 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 TRFOX actively managed or an index fund?
- TRFOX is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (TRFOX's is 0.61%) in exchange for the discretion to over- or under-weight positions.
- When was TRFOX launched?
- T. Rowe Price Target Retirement 2050 Fund (TRFOX) launched in August 2013 and is managed by T. Rowe Price.
- How has TRFOX performed?
- TRFOX'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.
