T. Rowe Price Retirement 2040 Fund (TRRDX) Research

This fund strategically allocates its capital across a diverse range of T. Rowe Price's proprietary equity and fixed-income mutual funds, providing exposure to various asset classes and economic sectors. The portfolio's composition among these underlying funds will be progressively adjusted, becoming more conservative as it approaches its designated target retirement year. Tailored for investors anticipating retirement around 2040, its management strategy is built upon an assumed retirement age of 65.

Market snapshot

Symbol
TRRDX
Price
$37.86
Day change
+1.04%
Market cap
$27.7B
52-week range
32.02-38
Sector
Financial Services
Industry
Asset Management

Peer companies

  • T. Rowe Price Retirement 2030 Fund (TRRCX)
  • T. Rowe Price Retirement 2025 Fund (TRRHX)
  • T. Rowe Price Retirement 2035 Fund (TRRJX)
  • T. Rowe Price Retirement 2045 Fund (TRRKX)
  • T. Rowe Price Retirement 2050 Fund (TRRMX)

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