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T Rowe quote and profile

 
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12.08
  
FUND
0.02  Macroaxis: 0.17 Up   0.17%  
May 21 2013 

Diversification Suggestion

Use T Rowe to enhance returns of your portfolios. The fund experiences normal upward fluctuation
Analyze T Rowe Price Retire Trend or Check current 30 days T Rowe correlation with market (S&P 500)
1 Month Beta 0.91  
Highest Price:  
Lowest Price:  
12.05  
11.34  
May 17 2013 
April 22 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 2050 llmost one BetaT Rowe Price Retire Beta Legend
TRRMX United States NASDAQ
T Rowe Price Retirement 2050
T. Rowe Price
Target Date 2046-2050
Benchmark S&P 500
Contact Number: 800. 638. 5660
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset2.54 B
Last Dividend Paid0.14
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States SP 500   0.17 % Macroaxis: 0.17 Moved Up  
 
 thisGreen TRRMX TRRMX agains markets  0.17 % Macroaxis: 0.17 Moved Up  
 
 United States NYSE   0.11 % Macroaxis: 0.11 Moved Up  
 
 United States Russel   0.08 % Macroaxis: 0.08 Moved Up  
 
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T Rowe Leadership

Jerome Clark Fund Manager since December 28, 2006, 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 Sun, Apr 21, 2013 and Tue, May 21, 2013 is 11.73 with a coefficient of variation of 1.83. The daily time series for the period is distributed with a sample standard deviation of 0.21, arithmetic mean of 11.73, and mean deviation of 0.18. 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 2050 [TRRMX] is traded in USA and was established in December 28, 2006. The fund is listed under Target Date 2046-2050 category and is part of T. Rowe Price family. This fund at this time has accumulated 2.54 B in assets with minimum initial investment of 2.5 K. T Rowe Price Retirement 2050 is currently producing year-to-date (YTD) return of 4.6% with the current yeild of 1.25%, while the total return for the last 3 years was 20.89%.

Fund Instrument Allocation for T Rowe

The fund consists of 89.18% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.
Past Market
Over 30
Days
30
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 2050 is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Target Date 2046-2050 category is currently estimated at about 25.68 Billion. T Rowe holds roughly 2.54 Billion in net asset claiming about 10% of funds listed under Target Date 2046-2050 category.

T Rowe Fundamentals

Price to Book vs Last Dividend Paid
Minimum Initial Investment vs Cash Position Weight
Price to Book vs Price to Sales
Holdings Turnover vs Cash Position Weight

T Rowe vs Competition

T Rowe vs. Vanguard Target Retirement 2050 Inv
T Rowe vs. Fidelity Freedom K 2050
T Rowe vs. T Rowe Price Retirement 2050 R
T Rowe vs. T Rowe Price Retirement 2050 Adv
T Rowe vs. Fidelity Freedom 2050
T Rowe vs. Principal LifeTime 2050 Instl
T Rowe vs. Principal LifeTime 2050 B
T Rowe vs. Principal LifeTime 2050 A
T Rowe vs. Principal LifeTime 2050 R2

T Rowe May 21 2013 Opportunity Range

Downside Deviation0.5548
Information Ratio(0.03)
Maximum Drawdown1.83
Value At Risk(0.50)
Potential Upside0.9475

 
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