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TRRIX T. Rowe Price Retirement Balanced

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Fund TRRIX T. Rowe Price Retirement Balanced FFANX Fidelity Asset Manager® 40%  
100% 86%
Annual Fees
(0.57% Exp. Ratio)
(0.56% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.39% annual return
$22,929.57 $22,998.85
Est. savings over 30 yrs +$69.28
As of 9/30/16
1 YR RETURN 8.74%
3 YR 4.49%
5 YR 6.85%
10 YR 5.00%
1 YR RETURN 8.76%
3 YR 4.96%
5 YR 7.32%
10 YR --
The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund invests in a diversified portfolio of other T. Rowe Price stock and bond funds that represent various asset classes and sectors. It is intended for retired investors who seek income and relative stability from bonds along with some capital appreciation potential from stocks. The fund's "neutral allocations," which are what T. Rowe Price considers broadly appropriate for investors during their retirement years, are 40% stock funds and 60% bond funds. While the fund is non-diversified, it invests in diversified underlying holdings.
The investment seeks current income as well as total return; capital appreciation is the secondary objective. The fund allocates the fund's assets among three main asset classes: the stock class (equity securities of all types), the bond class (fixed-income securities of all types maturing in more than one year, including lower-quality debt securities which are sometimes referred to as high yield debt securities or junk bonds), and the short-term/money market class (fixed-income securities of all types maturing in one year or less).

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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