- What does TRRMX 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 2050) included in its name and assumes a retirement age of 65.
- What is the expense ratio of TRRMX?
- T. Rowe Price Retirement 2050 Fund (TRRMX) charges an expense ratio of 0.62%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is TRRMX?
- T. Rowe Price Retirement 2050 Fund (TRRMX) manages $18.39B 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 TRRMX actively managed or an index fund?
- TRRMX is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (TRRMX's is 0.62%) in exchange for the discretion to over- or under-weight positions.
- When was TRRMX launched?
- T. Rowe Price Retirement 2050 Fund (TRRMX) launched in January 2007 and is managed by T. Rowe Price.
- How has TRRMX performed?
- TRRMX'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.
