T. Rowe Price Retirement 2040 Fund Class R (RRTDX) Research

This fund primarily allocates its capital across a wide array of T. Rowe Price's proprietary equity and fixed-income mutual funds, spanning diverse asset classes and market sectors. The fund's asset allocation within these underlying T. Rowe Price funds is designed to progressively adjust over time, aligning with its specific target retirement date. Structured around the year 2040, as reflected in its designation, it is tailored for investors aiming to retire around that time, typically assuming an age of 65.

Market snapshot

Symbol
RRTDX
Price
$36.74
Day change
+1.05%
Market cap
$27.7B
52-week range
31.14-36.88
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Funds 2055 Target Date Retirement Fd Cl F-1 (FAJTX)
  • Oakmark Fund Investor Class (OAKMX)
  • T. Rowe Price Retirement 2025 Fund Advisor Class (PARJX)
  • T. Rowe Price Retirement 2035 Fund Advisor Class (PARKX)
  • T. Rowe Price Retirement 2055 Fund Advisor Class (PAROX)
  • T. Rowe Price Retirement 2020 Fund Class R (RRTBX)
  • T. Rowe Price Retirement 2025 Fund Class R (RRTNX)
  • American Century Ultra Fund C Class (TWCCX)

Open T. Rowe Price Retirement 2040 Fund Class R (RRTDX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.