- What does TRRWX invest in?
- The fund pursues its objective by investing in a diversified portfolio of other T. Rowe Price equity and fixed income funds mutual that represent various asset classes and sectors. It is managed based on the specific retirement year (target date 2030) included in its name and assumes a retirement age of 65. The target date refers to the approximate year an investor in the fund would plan to retire and likely stop making new investments in the fund.
- What is the expense ratio of TRRWX?
- T. Rowe Price Target 2030 (TRRWX) charges an expense ratio of 0.52%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is TRRWX?
- T. Rowe Price Target 2030 (TRRWX) manages $547.6M 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 TRRWX actively managed or an index fund?
- TRRWX is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (TRRWX's is 0.52%) in exchange for the discretion to over- or under-weight positions.
- When was TRRWX launched?
- T. Rowe Price Target 2030 (TRRWX) launched in August 2013 and is managed by T. Rowe Price.
- How has TRRWX performed?
- TRRWX'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.
