T. Rowe Price Target Retirement 2020 Fund (TRRUX) Research

This fund endeavors to achieve the greatest possible overall return over the long term, balancing capital appreciation with a steady stream of income. It accomplishes this by investing in a varied selection of other T. Rowe Price mutual funds, encompassing both stocks and bonds across numerous asset classes and market sectors. Its investment approach is designed around the specific retirement year of 2020, as indicated in its name, predicated on an assumed retirement age of 65. This target date represents the approximate year an investor intends to retire and is expected to stop making new contributions to the fund.

Market snapshot

Symbol
TRRUX
Price
$12.92
Day change
+0.54%
Market cap
$243.8M
52-week range
12.11-13.18
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Dunham Monthly Distribution Fund (DNMDX)
  • Nuveen Small Cap Growth Opportunities Fund (FMPFX)
  • Morgan Stanley India Investment Fund, Inc. (IIF)
  • Mairs & Power Small Cap Fund (MSCFX)
  • Nuveen Small-Cap Value Opportunities Fund (NSCCX)
  • Prospector Opportunity Fund (POPFX)
  • T. Rowe Price Target Retirement 2055 Fund (TRFFX)
  • T. Rowe Price Target Retirement 2050 Fund (TRFOX)

Open T. Rowe Price Target Retirement 2020 Fund (TRRUX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.