Mutual fund
T. Rowe Price Retirement 2050 Fund
Fund manager
T. Rowe Price
Ticker TRRMX
Fossil fuel grade: Fossil fuel exposure of 5.97% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.Fossil fuel exposure of 5.97% 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
TotalEnergies SE
Carbon Underground 200Top 200 carbon reserves
$18.59 MILLION
Galp Energia SGPS SA
Carbon Underground 200Top 200 carbon reserves
$12.49 MILLION
Berkshire Hathaway Inc Class B
Macroclimate 30Top 30 coal-fired power
$11.02 MILLION
BHP Group PLC
Carbon Underground 200Top 200 carbon reserves
$11.01 MILLION
Southern Co
Macroclimate 30Top 30 coal-fired power
$10.88 MILLION
Imperial Oil Ltd
Carbon Underground 200Top 200 carbon reserves
$7.99 MILLION
Fossil fuel holdings
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
54
holdings
$152.97M
invested
1.86%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
28
holdings
$90.86M
invested
1.11%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
129
holdings
$358.31M
invested
4.37%
of portfolio
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
13
holdings
$49.35M
invested
0.6%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
59
holdings
$218.73M
invested
2.67%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
182 holdings
182 holdings
  • 1. General Electric Co
    Oil/gas industry
    $62.85M
    0.77%
  • 2. Sempra Energy
    Oil/gas industryFossil-fired utility
    $33.35M
    0.41%
  • 3. NextEra Energy Inc
    Oil/gas industryFossil-fired utility
    $25.8M
    0.31%
  • 4. TotalEnergies SE
    Carbon Underground 200Oil/gas industry
    $18.59M
    0.23%
  • 5. Galp Energia SGPS SA
    Carbon Underground 200Oil/gas industry
    $12.49M
    0.15%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
T. Rowe Price Retirement 2050 Fund $TRRMX is 5.97% invested in fossil fuel stocks, with $489.78 MILLION invested across 182 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: 12/31/21
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 
-3.65% less in annualized returns
Less invested in fossil fuels 
0.88% less invested
Less invested in Clean200 
4.17% 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: 12/31/21
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 
-3.65% less in annualized returns
Less invested in fossil fuels 
0.88% less invested
Less invested in Clean200 
4.17% 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: 12/31/21
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 
-3.65% less in annualized returns
Less invested in fossil fuels 
0.88% less invested
Less invested in Clean200 
4.17% 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
17%
20%
15%
13%
5.97% 
Benchmark
IVV - iShares Core S&P 500 ETF
29%
26%
18%
17%
6.85% 
Fund compared to benchmark
 
-11.31%
-5.63%
-3.86%
-3.65%
0.88%  lower
Find more financial data on TRRMX at Morningstar.com
What's next?
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