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Logo for Fund T. Rowe Price Retirement Balanced Fund

T. Rowe Price Retirement Balanced Fund (TRRIX)

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Assets Under Management
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TRRIX Price Chart

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TRRIX Fund Profile

Key details and information about T. Rowe Price Retirement Balanced Fund (TRRIX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

1 Oct 2002

Country

US

Description

This fund invests primarily by allocating its assets across various T. Rowe Price stock and bond funds, creating a broad and diversified portfolio that spans multiple asset classes and market sectors. It is tailored for individuals in retirement who are looking for consistent income and a certain level of stability from their bond holdings, alongside the opportunity for some capital growth from their stock investments. The fund adheres to what T. Rowe Price considers its "neutral" asset allocation for retirees, positioning 40% of its assets in stock funds and 60% in bond funds.

TRRIX Fund Performance

View TRRIX with an interactive analytics dashboard featuring price and candlestick charts, key metrics, holdings breakdowns, and dividend yield history. Open the template in Insights to customize and save it.

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