Retirement I 2040 Fund - I Class (TRPDX) Research

This fund aims to achieve its goals by investing in a diverse collection of T. Rowe Price's own stock and bond mutual funds, spanning various asset classes and market sectors. The blend of these underlying T. Rowe Price funds will be adjusted progressively as the fund approaches its designated target retirement date. It is primarily suited for individuals who anticipate retiring around that specific date and intend to make systematic withdrawals from their account post-retirement.

Market snapshot

Symbol
TRPDX
Price
$16.27
Day change
-0.18%
Market cap
$10.4B
52-week range
14.38-16.39
Sector
Financial Services
Industry
Asset Management

Peer companies

  • AB Large Cap Growth Fund Class K (ALCKX)
  • Fidelity Advisor Balanced Fund Class Z (FZAAX)
  • PGIM Jennison Growth Fund- Class B (PJFBX)
  • Columbia Seligman Technology and Information Fund Advisor Class (SCIOX)
  • Retirement I 2020 Fund - I Class (TRBRX)
  • Retirement I 2030 Fund - I Class (TRPCX)
  • Retirement I 2045 Fund - I Class (TRPKX)
  • Retirement I 2050 Fund - I Class (TRPMX)

Open Retirement I 2040 Fund - I Class (TRPDX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.