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TTRTX T. Rowe Price Target 2015 I

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Fund TTRTX T. Rowe Price Target 2015 I
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Similarity
?
100%
Annual Fees
?
$52.75
(0.51% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.43% annual return
$23,611.24
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 4.37%
3 YR 3.44%
5 YR --
10 YR --
Description
The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund pursues its objective by investing in a diversified portfolio of other T. Rowe Price stock and bond funds that represent various asset classes and sectors. It is managed based on the specific retirement year (target date 2015) included in its name and assumes a retirement age of 65. The target date refers to the approximate year an investor in the fund would plan to retire and likely stop making new investments in the fund.

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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.

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Similarity

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

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