T. Rowe Price Target Retirement 2040 Fund (TRHRX) Research

The fund seeks to accomplish its objectives by investing in a broad array of T. Rowe Price's proprietary stock and bond mutual funds, encompassing diverse asset classes and market sectors. Its management strategy is specifically tailored to the designated target retirement year of 2040, as reflected in its name, and operates on the premise of an investor retiring at age 65. This target date denotes the approximate year an investor intends to retire and, typically, discontinue making additional contributions to the fund.

Market snapshot

Symbol
TRHRX
Price
$19.09
Day change
+0.90%
Market cap
$460.8M
52-week range
16.81-19.15
Sector
Financial Services
Industry
Asset Management

Peer companies

  • BlackRock Floating Rate Income Strategies Fund, Inc. (FRA)
  • T. Rowe Price Target Retirement 2035 Fund (RPGRX)
  • T. Rowe Price Target Retirement 2045 Fund (RPTFX)
  • Schwab Target 2025 Fund (SWHRX)
  • T. Rowe Price Target Retirement 2055 Fund (TRFFX)
  • T. Rowe Price Target Retirement 2050 Fund (TRFOX)
  • T. Rowe Price Target Retirement 2020 Fund (TRRUX)
  • T. Rowe Price Target Retirement 2025 Fund (TRRVX)

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