T. Rowe Price Target Retirement 2010 Fund

Frequently Asked Questions About TRROX

What does TRROX invest in?

This fund endeavors to achieve the greatest possible total return over an extended period, focusing on a balanced strategy that incorporates both capital appreciation and income generation. It accomplishes this by allocating its investments across a broad, diversified selection of other T. Rowe Price mutual funds, which are composed of stocks and bonds spanning various asset classes and economic sectors. The management of this fund is specifically tailored to its designated target retirement year of 2010, operating under the assumption that an investor typically retires at age 65. This target date indicates the approximate year an investor plans to retire and would likely stop making new contributions to the fund.

What is the expense ratio of TRROX?

T. Rowe Price Target Retirement 2010 Fund (TRROX) charges an expense ratio of 0.45%. This is the annual fee deducted from fund assets to cover management and operations.

How big is TRROX?

T. Rowe Price Target Retirement 2010 Fund (TRROX) manages $65.9M 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 TRROX actively managed or an index fund?

TRROX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (TRROX's is 0.45%) in exchange for the discretion to over- or under-weight positions.

When was TRROX launched?

T. Rowe Price Target Retirement 2010 Fund (TRROX) launched in August 2013 and is managed by T. Rowe Price.

How has TRROX performed?

TRROX'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.