Mutual fund
T. Rowe Price Retirement 2050 Fund
Fund manager
T. Rowe Price
Ticker TRRMX
Fossil fuel grade: Fossil fuel exposure of 8.82% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.Fossil fuel exposure of 8.82% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.How we track fossil fuel investments
D
Investments in major fossil fuel companies
Southern Co
Macroclimate 30Top 30 coal-fired power
$42.59 MILLION
BHP Group Ltd
Carbon Underground 200Top 200 carbon reserves
$30.72 MILLION
Xcel Energy Inc
Macroclimate 30Top 30 coal-fired power
$23.87 MILLION
Chevron Corp
Carbon Underground 200Top 200 carbon reserves
$23.29 MILLION
TotalEnergies SE
Carbon Underground 200Top 200 carbon reserves
$18.97 MILLION
American Electric Power Co Inc
Macroclimate 30Top 30 coal-fired power
$17.73 MILLION
Fossil fuel holdings
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
72
holdings
$206.84M
invested
2.75%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
52
holdings
$139.44M
invested
1.86%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
132
holdings
$423.93M
invested
5.64%
of portfolio
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
14
holdings
$117.69M
invested
1.57%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
69
holdings
$324.37M
invested
4.32%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
210 holdings
210 holdings
  • 1. General Electric Co
    Oil/gas industry
    $47.33M
    0.63%
  • 2. Southern Co
    Macroclimate 30Fossil-fired utility
    $42.59M
    0.57%
  • 3. Sempra Energy
    Oil/gas industryFossil-fired utility
    $41.89M
    0.56%
  • 4. BHP Group Ltd
    Carbon Underground 200Coal industryOil/gas industry
    $30.72M
    0.41%
  • 5. NextEra Energy Inc
    Oil/gas industryFossil-fired utility
    $23.95M
    0.32%
See all
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Business as usual is fueling climate destruction.
T. Rowe Price Retirement 2050 Fund $TRRMX is 8.82% invested in fossil fuel stocks, with $662.26 MILLION invested across 210 equity holdings
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Financial performance
Performance data provided byMorningstarFind more financial data on TRRMX at Morningstar.com
Current fund
TRRMX
T. Rowe Price Retirement 2050 Fund
Family
T. Rowe Price
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/22
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-3.8% less in annualized returns
Less invested in fossil fuels 
0.15% less invested
Less invested in Clean200 
8.46% less invested
Current fund
TRRMX
T. Rowe Price Retirement 2050 Fund
Family
T. Rowe Price
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/22
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-3.8% less in annualized returns
Less invested in fossil fuels 
0.15% less invested
Less invested in Clean200 
8.46% less invested
Current fund
TRRMX
T. Rowe Price Retirement 2050 Fund
Family
T. Rowe Price
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/22
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-3.8% less in annualized returns
Less invested in fossil fuels 
0.15% less invested
Less invested in Clean200 
8.46% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
TRRMX - T. Rowe Price Retirement 2050 Fund
-8.88%
8.96%
9.18%
9.82%
8.82% 
Benchmark
IVV - iShares Core S&P 500 ETF
0.18%
14%
14%
14%
8.96% 
Fund compared to benchmark
 
-9.06%
-4.85%
-4.45%
-3.8%
0.15%  lower
Find more financial data on TRRMX at Morningstar.com
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