TRRKX Rating, Research - T. Rowe Price Retirement 2045

T. Rowe Price Retirement 2045 (trrkx)

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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 trrkx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

T. Rowe Price Retirement 2045 (TRRKX) Description: TRRKX is a mutual fund, which is an investment that owns a basket of assets. The TRRKX 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. TRRKXs minimum initial investment amount is $2500 while the IRA minimum is $1000. TRRKXs expense ratio is roughly 0%. The latest TRRKXs front end load was 0% and the back end load was 0%. The T. Rowe Price Retirement 2045 (TRRKX) mutual fund falls under the target date 2041-2045 category. TRRKX focuses its investments in USA and TRRKX is not affiliated with a particular industry or fund sector. The T. Rowe Price Retirement 2045 (TRRKX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TRRKXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TRRKXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of net assets in securities of companies that may benefit significantly from advances or improvements in technology. It invests primarily in equity securities (see equity research) of U.S. and foreign companies selected for their growth potential. The fund normally invests in issuers from several different countries, which may include the United States. It may, under unusual circumstances, invest in a single country. The fund may have significant exposure to emerging markets and may also invest in U.S. and foreign debt securities. It can invest also in derivatives.

Management Analysis Update

The trrkx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update