TRRHX Rating, Research - T. Rowe Price Retirement 2025

T. Rowe Price Retirement 2025 (trrhx)

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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 trrhx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

T. Rowe Price Retirement 2025 (TRRHX) Description: TRRHX is a mutual fund, which is an investment that owns a basket of assets. The TRRHX 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. TRRHXs minimum initial investment amount is $2500 while the IRA minimum is $1000. TRRHXs expense ratio is roughly 0%. The latest TRRHXs front end load was 0% and the back end load was 0%. The T. Rowe Price Retirement 2025 (TRRHX) mutual fund falls under the target date 2021-2025 category. TRRHX focuses its investments in USA and TRRHX is not affiliated with a particular industry or fund sector. The T. Rowe Price Retirement 2025 (TRRHX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TRRHXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TRRHXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation and income consistent with the current asset allocation. The fund invests in a combination of Schwab funds and Laudus funds in accordance with the target portfolio allocation. The target asset allocation is adjusted annually based on the advisers strategy. In general, each target funds allocation to equity securities (see equity research) decreases and the allocation to fixed-income securities increases as the fund approaches the target retirement date. Each funds allocation will be approximately 40% equity securities (see equity research), 53% fixed-income securities, and 7% money market funds.

Management Analysis Update

T. Rowe Price Retirement 2025's executives / managers make better investing decisions, because their assets are invested along side their client's. The trrhx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update