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

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30.87 +0.09    +0.29%
01/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.42B
Type:  Fund
Market:  United States
Issuer:  T. Rowe Price
Asset Class:  Bond
T. Rowe Price Retirement 2040 Advisor 30.87 +0.09 +0.29%

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)
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Rating
1-Year Change17.15%
Prev. Close30.78
Risk Rating
TTM Yield1.09%
ROE24.12%
IssuerT. Rowe Price
Turnover26.70%
ROA10.38%
Inception Date37924
Total Assets1.42B
Expenses0.85%
Min. Investment2,500
Market Cap99.86B
CategoryTarget - Date 2040
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1152 1058 1270 1161 1629 2327
Fund Return 15.25% 5.82% 27.03% 5.12% 10.25% 8.81%
Place in category 75 162 110 145 45 21
% in Category 29 80 46 77 26 20

Top Bond Funds by T. Rowe Price

  Name Rating Total Assets YTD% 3Y% 10Y%
  T. Rowe Price Retirement 2030 10.89B 12.78 4.17 7.97
  T. Rowe Price Retirement 2040 9.02B 15.49 5.39 9.09
  T. Rowe Price Retirement 2035 8.16B 14.28 4.84 8.58
  T. Rowe Price Retirement 2025 7.19B 11.52 3.64 7.32
  T. Rowe Price Retirement 2045 6.06B 16.27 5.85 9.41

Top Funds for Target-Date 2040 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  The Vanguard Target Retire 2040 Tr1 104.99B 14.62 5.81 8.57
  The Vanguard Target Retire 2040 Tr2 104.99B 14.60 5.80 8.56
  Vanguard Target Retire Trust Plus40 104.99B 14.63 5.82 8.59
  Vanguard Target Retirement 2040 Inv 93.11B 14.61 5.75 8.49
  American Funds 2040 Trgt Date RetR6 32.26B 15.82 6.55 9.67

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 Sell Buy Strong Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Strong Sell Strong Buy Strong Buy
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