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Benchmark SP 500  1,650   0.91  Index Moved Down -0.06% ...


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Collecting data for PARKX

T Rowe quote and profile

 
 Companies |  Insiders  | Dashboard  
     
14.82
  
FUND
(0.03)  Macroaxis: -0.2 Down   0.20%  
Last 1 Month(s)
14.3415.06
 

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 0.93  
Highest Price:  
Lowest Price:  
15.06  
14.34  
May 21 2013 
April 24 2013 
T Rowe returns are very sensitive to returns on the market. As market goes up or down, T Rowe is expected to follow.
T Rowe Price Retirement 2035 Adv llmost one BetaT Rowe Price Retire Beta Legend
PARKX United States NASDAQ
T Rowe Price Retirement 2035 Adv
T. Rowe Price
Target Date 2031-2035
Benchmark S&P 500
Contact Number: 800. 638. 5660
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset7.08 B
Last Dividend Paid0.16
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States Russel   0.00 % No Change  
 United States SP 500   0.06 % Macroaxis: 0.06 Moved Down  
 
 thisRed PARKX PARKX agains markets  0.20 % Macroaxis: 0.2 Moved Down  
 
 United States NYSE   0.25 % Macroaxis: 0.25 Moved Down  
 
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T Rowe Leadership

III Notzon Fund Manager since September 30, 2008
Jerome Clark Fund Manager since February 26, 2004, MBA

T Rowe Price and Market Media

The median price of T Rowe for the period between Wed, Apr 24, 2013 and Fri, May 24, 2013 is 14.79 with a coefficient of variation of 1.58. The daily time series for the period is distributed with a sample standard deviation of 0.23, arithmetic mean of 14.73, and mean deviation of 0.2. The Fund did not receive any noticable media coverage during the period.
T Rowe         SP 500
Price Growth (%)
 

T Rowe Summary

T Rowe Price Retirement 2035 Adv [PARKX] is traded in USA and was established in May 30, 2007. The fund is listed under Target Date 2031-2035 category and is part of T. Rowe Price family. This fund at this time has accumulated 7.08 B in assets with minimum initial investment of 2.5 K. T Rowe Price Retirement 2035 Adv is currently producing year-to-date (YTD) return of 4.42% with the current yeild of 1.14%, while the total return for the last 3 years was 20.55%.

Fund Instrument Allocation for T Rowe

The fund consists of 86.84% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.
Past Market
Over 30
Days
15
Out Of
100
 
Chance of
Less
Than
%
 
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T Rowe Research Report

T Rowe vs. Vanguard

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

T Rowe Asset Under Management

T Rowe Price Retirement 2035 Adv is regarded fifth largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Target Date 2031-2035 category is currently estimated at about 65.83 Billion. T Rowe retains roughly 7.08 Billion in net asset claiming about 11% of funds listed under Target Date 2031-2035 category.

T Rowe Fundamentals

Price to Book vs Price to Earning
Cash Position Weight vs Net Asset
Price to Book vs Equity Positions Weight
Holdings Turnover vs Net Asset

T Rowe vs Competition

T Rowe vs. Vanguard Target Retirement 2035 Inv
T Rowe vs. T Rowe Price Retirement 2035
T Rowe vs. T Rowe Price Retirement 2035 R
T Rowe vs. Fidelity Freedom K 2035
T Rowe vs. Fidelity Freedom 2035
T Rowe vs. Fidelity Advisor Freedom 2035 T
T Rowe vs. Fidelity Advisor Freedom 2035 B
T Rowe vs. Fidelity Advisor Freedom 2035 C
T Rowe vs. Fidelity Advisor Freedom 2035 I

T Rowe May 24 2013 Opportunity Range

Downside Deviation0.6139
Information Ratio(0.08)
Maximum Drawdown1.9
Value At Risk(0.83)
Potential Upside0.879

 
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