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Benchmark SP 500  1,641   9.68  Index Moved Down -0.59% ...


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T Rowe quote and profile

 
 Companies |  Insiders  | Dashboard  
     
14.19
  
FUND
(0.07)  Macroaxis: -0.49 Down   0.49%  
Last 1 Month(s)
13.6814.4
 

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 0.99  
Highest Price:  
Lowest Price:  
14.4  
13.68  
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 2045 llmost one BetaT Rowe Price Retire Beta Legend
TRRKX United States NASDAQ
T Rowe Price Retirement 2045
T. Rowe Price
Target Date 2041-2045
Benchmark S&P 500
Contact Number: 800. 638. 5660
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset3.93 B
Last Dividend Paid0.17
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 thisRed TRRKX TRRKX agains markets  0.49 % Macroaxis: 0.49 Moved Down  
 
 United States SP 500   0.51 % Macroaxis: 0.51 Moved Down  
 
 United States Russel   0.60 % Macroaxis: 0.6 Moved Down  
 
 United States NYSE   0.63 % Macroaxis: 0.63 Moved Down  
 
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T Rowe Leadership

Jerome Clark Fund Manager since May 30, 2005, 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 Wed, Apr 24, 2013 and Fri, May 24, 2013 is 14.1 with a coefficient of variation of 1.68. The daily time series for the period is distributed with a sample standard deviation of 0.24, arithmetic mean of 14.06, 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 2045 [TRRKX] is traded in USA and was established in May 30, 2005. The fund is listed under Target Date 2041-2045 category and is part of T. Rowe Price family. This fund at this time has accumulated 3.93 B in assets with minimum initial investment of 2.5 K. T Rowe Price Retirement 2045 is currently producing year-to-date (YTD) return of 4.56% with the current yeild of 1.27%, while the total return for the last 3 years was 20.9%.

Fund Instrument Allocation for T Rowe

The fund consists of 89.4% investments in stocks, with the rest of investments allocated between bonds, cashand 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 2045 is rated fifth largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Target Date 2041-2045 category is currently estimated at about 35.37 Billion. T Rowe retains roughly 3.93 Billion in net asset claiming about 11% of funds listed under Target Date 2041-2045 category.

T Rowe Fundamentals

Equity Positions Weight vs Year to Date Return
Five Year Return vs Holdings Turnover
Equity Positions Weight vs Annual Yield
Price to Book vs Holdings Turnover

T Rowe vs Competition

T Rowe vs. Vanguard Target Retirement 2045 Inv
T Rowe vs. T Rowe Price Retirement 2045 R
T Rowe vs. T Rowe Price Retirement 2045 Adv
T Rowe vs. Fidelity Freedom K 2045
T Rowe vs. Fidelity Freedom 2045
T Rowe vs. Fidelity Advisor Freedom 2045 I
T Rowe vs. Fidelity Advisor Freedom 2045 A
T Rowe vs. Fidelity Advisor Freedom 2045 B
T Rowe vs. Fidelity Advisor Freedom 2045 C

T Rowe May 24 2013 Opportunity Range

Downside Deviation0.6619
Information Ratio(0.0077)
Maximum Drawdown1.52
Value At Risk(0.87)
Potential Upside0.92

 
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