T. Rowe Price Target Retirement 2005 Fund (TRARX) Research

This fund aims to deliver the maximum possible overall return over the long term, balancing both capital appreciation and income generation. It accomplishes this by allocating its assets across a broad range of T. Rowe Price's own stock and bond mutual funds, covering diverse asset classes and market segments. The fund's investment strategy is specifically tailored to its namesake target retirement year of 2005, assuming an investor intends to retire around age 65. This target date signifies the approximate year when an investor is expected to cease employment and typically stop contributing new capital to the fund.

Market snapshot

Symbol
TRARX
Price
$12.18
Day change
+0.50%
Market cap
$47.2M
52-week range
11.48-12.34
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Appleseed Fund (APPLX)
  • Nuveen Large Cap Select Fund (FLRYX)
  • AMF Large Cap Equity Fund (IICAX)
  • Live Oak Health Sciences Fund (LOGSX)
  • Matrix Advisors Dividend Fund (MADFX)
  • Monetta Young Investor Growth Fund (MYIFX)
  • Paradigm Value Fund (PVFAX)
  • T. Rowe Price Target Retirement 2010 Fund (TRROX)

Open T. Rowe Price Target Retirement 2005 Fund (TRARX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.