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T Rowe quote and profile

 
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17.41
  
FUND
(0.11)  Macroaxis: -0.63 Down   0.63%  
May 23 2013 

Diversification Suggestion

Use T Rowe to protect against small markets fluctuations. The fund experiences moderate downward daily trend and can be a good diversifier
Analyze T Rowe Price Retire Trend or Check current 30 days T Rowe correlation with market (S&P 500)
1 Month Beta 0.47  
Highest Price:  
Lowest Price:  
17.52  
17.03  
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 2010 R Small BetaT Rowe Price Retire Beta Legend
RRTAX United States NASDAQ
T Rowe Price Retirement 2010 R
T. Rowe Price
Target Date 2000-2010
Benchmark S&P 500
Contact Number: 800. 638. 5660
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset5.9 B
Last Dividend Paid0.3
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States Russel   0.18 % Macroaxis: 0.18 Moved Up  
 
 United States SP 500   0.22 % Macroaxis: 0.22 Moved Down  
 
 United States NYSE   0.32 % Macroaxis: 0.32 Moved Down  
 
 thisRed RRTAX RRTAX agains markets  0.63 % Macroaxis: 0.63 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 17.35 with a coefficient of variation of 0.86. The daily time series for the period is distributed with a sample standard deviation of 0.15, arithmetic mean of 17.3, and mean deviation of 0.13. 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 2010 R [RRTAX] is traded in USA and was established in October 30, 2003. The fund is listed under Target Date 2000-2010 category and is part of T. Rowe Price family. This fund at this time has accumulated 5.9 B in assets with minimum initial investment of 2.5 K. T Rowe Price Retirement 2010 R is currently producing year-to-date (YTD) return of 2.57% with the current yeild of 1.79%, while the total return for the last 3 years was 12.62%.

Fund Instrument Allocation for T Rowe

The fund invests 51.35% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (41.56%), cash(5.61%) and various exotic instruments.
Past Market
Over 30
Days
19
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 2010 R is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Target Date 2000-2010 category is currently estimated at about 48.27 Billion. T Rowe retains roughly 5.9 Billion in net asset claiming about 12% of funds listed under Target Date 2000-2010 category.

T Rowe Fundamentals

Net Asset vs Five Year Return
Price to Sales vs Year to Date Return
Net Asset vs Minimum Initial Investment
Ten Year Return vs Year to Date Return

T Rowe vs Competition

T Rowe vs. Vanguard Target Retirement 2010 Inv
T Rowe vs. T Rowe Price Retirement 2010 Adv
T Rowe vs. T Rowe Price Retirement 2010
T Rowe vs. Fidelity Freedom 2010
T Rowe vs. Fidelity Freedom K 2010
T Rowe vs. Vanguard Target Retirement 2005 Inv
T Rowe vs. Principal LifeTime 2010 R5
T Rowe vs. Principal LifeTime 2010 R2
T Rowe vs. Principal LifeTime 2010 A

T Rowe May 23 2013 Opportunity Range

Downside Deviation0.3675
Information Ratio(0.40)
Maximum Drawdown0.8158
Value At Risk(0.41)
Potential Upside0.4091

 
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