T. Rowe Price Retirement Balanced Fund (TRRIX) Research
This fund invests primarily by allocating its assets across various T. Rowe Price stock and bond funds, creating a broad and diversified portfolio that spans multiple asset classes and market sectors. It is tailored for individuals in retirement who are looking for consistent income and a certain level of stability from their bond holdings, alongside the opportunity for some capital growth from their stock investments. The fund adheres to what T. Rowe Price considers its "neutral" asset allocation for retirees, positioning 40% of its assets in stock funds and 60% in bond funds.
Market snapshot
- Symbol
- TRRIX
- Price
- $14.61
- Day change
- +0.55%
- Market cap
- $2.2B
- 52-week range
- 13.62-14.66
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Columbia Acorn International Fund (ACINX)
- Diamond Hill Long-Short Fund (DIAYX)
- Guggenheim Strategic Opportunities Fund (GOF)
- Harbor Small Cap Value Fund (HSVRX)
- Northern Mid Cap Index Fund (NOMIX)
- T. Rowe Price New Asia Fund (PRASX)
- T. Rowe Price Spectrum Conservative Allocation Fund (PRSIX)
- T. Rowe Price Spectrum Moderate Allocation Fund (TRPBX)
Open T. Rowe Price Retirement Balanced Fund (TRRIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.