TRRDX Rating, Research - T. Rowe Price Retirement 2040

T. Rowe Price Retirement 2040 (trrdx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 0

Threats + Weaknesses = 0

When strengths & opportunities substantially exceed threats & weaknesses an investment in the trrdx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

T. Rowe Price Retirement 2040 (TRRDX) Description: TRRDX is a mutual fund, which is an investment that owns a basket of assets. The TRRDX mutual fund was provided by T.Rowe Price and this investment vehicle derives the majority of its value from equity holdings (stocks). T.Rowe Prices mutual fund has a medium management tenure and is in the large fund size classification. TRRDXs minimum initial investment amount is $2500 while the IRA minimum is $1000. TRRDXs expense ratio is roughly 0%. The latest TRRDXs front end load was 0% and the back end load was 0%. The T. Rowe Price Retirement 2040 (TRRDX) mutual fund falls under the target date 2036-2040 category. TRRDX focuses its investments in USA and TRRDX is not affiliated with a particular industry or fund sector. The T. Rowe Price Retirement 2040 (TRRDX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TRRDXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TRRDXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests primarily in common stocks (see stock research) and invests at least 80% of assets in securities of companies principally engaged in offering, using or developing products, processes, or services that provide or benefit significantly from technological advances and improvements. It invests in domestic and foreign issuers and uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions to select investments. The funds non-diversified.

Management Analysis Update

Performance Analysis Update