Breaking News
Get 60% Off 0
Black Friday is Now! Don’t miss out on up to 60% OFF InvestingPro
CLAIM SALE
Close

T. Rowe Price Retirement 2040 Fund Advisor Class (PARDX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
31.96 +0.17    +0.53%
29/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.46B
Type:  Fund
Market:  United States
Issuer:  T. Rowe Price
Asset Class:  Bond
T. Rowe Price Retirement 2040 Advisor 31.96 +0.17 +0.53%

PARDX Overview

 
Find basic information about the T. Rowe Price Retirement 2040 Fund Advisor Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add PARDX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US74149P8389)
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change16.6%
Prev. Close31.79
Risk Rating
TTM Yield1.12%
ROE24.12%
IssuerT. Rowe Price
Turnover26.70%
ROA10.38%
Inception Date37924
Total Assets1.46B
Expenses0.85%
Min. Investment2,500
Market Cap99.86B
CategoryTarget - Date 2040
What is your sentiment on T. Rowe Price Retirement 2040 Advisor?
or
Market is currently closed. Voting is open during market hours.

Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1128 1015 1278 1089 1570 2235
Fund Return 12.83% 1.48% 27.84% 2.87% 9.45% 8.37%
Place in category 58 141 94 145 35 22
% in Category 24 69 40 76 21 20

Top Bond Funds by T. Rowe Price

  Name Rating Total Assets YTD% 3Y% 10Y%
  T. Rowe Price Retirement 2030 11.07B 10.65 2.29 7.57
  T. Rowe Price Retirement 2040 9.26B 13.07 3.13 8.64
  T. Rowe Price Retirement 2035 8.34B 11.94 2.75 8.15
  T. Rowe Price Retirement 2025 7.25B 9.55 1.98 6.95
  T. Rowe Price Retirement 2045 6.24B 13.81 3.51 8.97

Top Funds for Target-Date 2040 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  The Vanguard Target Retire 2040 Tr1 104.96B 12.04 3.62 8.14
  The Vanguard Target Retire 2040 Tr2 104.96B 12.03 3.61 8.13
  Vanguard Target Retire Trust Plus40 104.96B 12.05 3.63 8.15
  Vanguard Target Retirement 2040 Inv 91.1B 12.06 3.59 8.06
  American Funds 2040 Trgt Date RetR6 33.13B 13.83 4.22 9.29

Top Holdings

Name ISIN Weight % Last Change %
T. Rowe Price Value Z - 14.36 - -
T. Rowe Price Growth Stock Z - 13.25 - -
T. Rowe Price Equity Index 500 Z - 9.57 - -
T. Rowe Price US Large-Cap Core Z - 9.49 - -
T. Rowe Price Overseas Stock Z - 7.14 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

PARDX Comments

Write your thoughts about T. Rowe Price Retirement 2040 Fund Advisor Class
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email