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T Rowe quote and profile

 
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14.6
  
FUND
(0.05)  Macroaxis: -0.34 Down   0.34%  
May 23 2013
Advice
 

Diversification Suggestion

Use T Rowe to protect against small markets fluctuations. The fund experiences normal downward trend and little activity
Analyze T Rowe Price Retire Trend or Check current 30 days T Rowe correlation with market (S&P 500)
1 Month Beta 0.39  
Highest Price:  
Lowest Price:  		14.73  
14.4  		May 21 2013 
April 23 2013 
As returns on market increase, T Rowe returns are expected to increase less than the market. However during bear market, the loss on holding T Rowe will be expected to be smaller as well.
T Rowe Price Retirement Income Adv Small BetaT Rowe Price Retire Beta Legend
PARIX United States NASDAQ
T Rowe Price Retirement Income Adv
T. Rowe Price
Retirement Income
Benchmark S&P 500
Contact Number: 800. 638. 5660
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset3.05 B
Last Dividend Paid0.01
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States Russel   0.21 % Macroaxis: 0.21 Moved Up  
 
 United States SP 500   0.29 % Macroaxis: 0.29 Moved Down  
 
 thisRed PARIX PARIX agains markets  0.34 % Macroaxis: 0.34 Moved Down  
 
 United States NYSE   0.44 % Macroaxis: 0.44 Moved Down  
 
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T Rowe Leadership

Jerome Clark Fund Manager since September 29, 2002, MBA
III Notzon Fund Manager since September 30, 2008

T Rowe Price and Market Media

The median price of T Rowe for the period between Tue, Apr 23, 2013 and Thu, May 23, 2013 is 14.62 with a coefficient of variation of 0.67. The daily time series for the period is distributed with a sample standard deviation of 0.1, arithmetic mean of 14.59, and mean deviation of 0.08. The Fund did not receive any noticable media coverage during the period.
T Rowe         SP 500
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T Rowe Summary

T Rowe Price Retirement Income Adv [PARIX] is traded in USA and was established in October 30, 2003. The fund is listed under Retirement Income category and is part of T. Rowe Price family. This fund at this time has accumulated 3.05 B in assets with minimum initial investment of 2.5 K. T Rowe Price Retirement Income Adv is currently producing year-to-date (YTD) return of 2.12% with the current yeild of 1.46%, while the total return for the last 3 years was 12.89%.
Check T Rowe Probability Of Bankruptcy

Fund Instrument Allocation for T Rowe

The fund invests 41.34% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (50.46%), cash(6.9%) and various exotic instruments.
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Past Market
Over 30
Days
17
Out Of
100
 
Chance of
Less
Than
1 %
 
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T Rowe vs. Vanguard

Correlation analysis and fundamentals comparison between T Rowe Price Retire and Vanguard Target Reti
Correlation
Fundamentals

T Rowe Asset Under Management

T Rowe Price Retirement Income Adv is regarded fifth largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Retirement Income category is currently estimated at about 29.85 Billion. T Rowe retains roughly 3.05 Billion in net asset claiming about 10% of funds listed under Retirement Income category.
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T Rowe Fundamentals

Year to Date Return vs Price to Earning
Holdings Turnover vs Last Dividend Paid
Year to Date Return vs Ten Year Return
Annual Yield vs Last Dividend Paid

T Rowe vs Competition

T Rowe vs. Vanguard Target Retirement Income Inv
T Rowe vs. T Rowe Price Retirement Income
T Rowe vs. T Rowe Price Retirement Income R
T Rowe vs. Fidelity Freedom Income
T Rowe vs. Fidelity Freedom K Income
T Rowe vs. Wells Fargo Advantage DJ Target Today B
T Rowe vs. Wells Fargo Advantage DJ Target Today A
T Rowe vs. Wells Fargo Advantage DJ Target Tod Adm
T Rowe vs. Wells Fargo Advantage DJ Target Today C

T Rowe May 23 2013 Opportunity Range

Downside Deviation0.3702
Information Ratio(0.56)
Maximum Drawdown0.6899
Value At Risk(0.34)
Potential Upside0.3453
 
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