- What does TRRJX invest in?
- The fund strategically allocates its capital across a broad spectrum of T. Rowe Price equity and fixed-income mutual funds, thus gaining exposure to diverse asset classes and market sectors. Its investment composition is progressively adjusted as it approaches its designated target retirement year. This strategy is specifically tailored for a 2035 retirement date, as indicated in its name, and is based on a projected retirement age of 65.
- What is the expense ratio of TRRJX?
- T. Rowe Price Retirement 2035 Fund (TRRJX) charges an expense ratio of 0.58%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is TRRJX?
- T. Rowe Price Retirement 2035 Fund (TRRJX) manages $24.80B 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 TRRJX actively managed or an index fund?
- TRRJX is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (TRRJX's is 0.58%) in exchange for the discretion to over- or under-weight positions.
- When was TRRJX launched?
- T. Rowe Price Retirement 2035 Fund (TRRJX) launched in March 2004 and is managed by T. Rowe Price.
- How has TRRJX performed?
- TRRJX'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.
