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TRRFX

T. Rowe Price Retirement 2005 Fund
1W: -1.0% 1M: -4.3% 3M: -1.8% YTD: -1.8% 1Y: +2.4% 3Y: +22.2% 5Y: +15.8%
$12.63
+0.01 (+0.08%)
 
Weekly Expected Move ±1.1%
$12 $12 $12 $13 $13
ETF NASDAQ · AUM $1.2B
ETF-Level Metrics
AUM$1.2B
Holdings
Top 10 Wt—%
Beta0.71
% Profitable—%
Coverage—%
Portfolio Valuation
P/E
P/B
P/S
EV/EBITDA
P/FCF
PEG
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity
Debt/Assets
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio
Quick Ratio
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F
Altman Z
IS Quality
IS Overall
IS Value
Median P/E

Sector Breakdown

1 sectors
Sector # Holdings Total Weight % Avg P/E
Other 27 99.8%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 27 of 27 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 T Rowe Price Limited Duration Inflation Focused Bond Fund Bond 17.92% $216.6M 44,846,240
2 T Rowe Price New Income Fund Inc Private 16.08% $194.4M 24,334,325
3 T Rowe Price International Bond Fund - USD Hedged Bond 6.12% $74.0M 8,651,548
4 T Rowe Price Value Fund Inc Private 5.90% $71.3M 1,456,816
5 T Rowe Price Growth Stock Fund Inc Private 5.66% $68.4M 579,754
6 T Rowe Price Hedged Equity Fund Private 4.17% $50.4M 3,758,911
7 T Rowe Price US Large-Cap Core Fund Inc Private 4.01% $48.4M 1,075,655
8 T Rowe Price Dynamic Global Bond Fund Bond 3.64% $44.0M 5,657,935
9 T Rowe Price US Treasury Money Fund Inc Bond 3.64% $44.0M 44,017,440
10 T Rowe Price International Value Equity Fund Private 3.40% $41.2M 1,847,833
11 T Rowe Price Emerging Markets Bond Fund Bond 3.36% $40.6M 4,265,624
12 T Rowe Price Overseas Stock Fund Private 2.97% $35.9M 2,338,846
13 T Rowe Price Real Assets Fund Inc Private 2.89% $35.0M 2,142,019
14 T Rowe Price High Yield Fund Inc Private 2.87% $34.7M 5,776,682
15 T Rowe Price Equity Index 500 Fund Private 2.75% $33.3M 195,545
16 T Rowe Price US Treasury Long-Term Index Fund Bond 2.67% $32.3M 4,563,590
17 T Rowe Price International Stock Fund Private 2.45% $29.7M 1,335,792
18 T Rowe Price Dynamic Credit Fund Private 1.47% $17.8M 1,994,096
19 T Rowe Price Mid-Cap Growth Fund Inc Private 1.37% $16.6M 159,244
20 T Rowe Price Mid-Cap Value Fund Inc Private 1.30% $15.7M 471,588
21 T Rowe Price Emerging Markets Discovery Stock Fund Private 1.17% $14.2M 856,726
22 T Rowe Price Emerging Markets Stock Fund Private 1.05% $12.7M 323,603
23 T Rowe Price Floating Rate Fund Private 0.94% $11.4M 1,231,559
24 T Rowe Price Small-Cap Value Fund Inc Private 0.80% $9.7M 173,979
25 T Rowe Price Small-Cap Stock Fund Inc Private 0.67% $8.1M 135,834
26 T Rowe Price New Horizons Fund Inc Private 0.54% $6.6M 114,831
27 T Rowe Price Transition Fund Private 0.01% $100,105 1,032

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms