T. Rowe Price Retirement 2050 Fund
Fund offered by:
T. Rowe Price
Ticker: TRRMX
Mutual fund investment profile
Fossil fuel grade:
  
C
Shareclass ticker
TRRMX
Data as of
Jun 30, 2021
Shareclass name
T. Rowe Price Retirement 2050
% of fund assets screened
90%
Shareclass type
Open-end funds
Fund net assets
$8.44 BILLION
Fund family
Fund category
Target-Date 2050
Domicile country
United States
Portfolio currency
US Dollar
Non-diversification risk
No
Socially responsible fund
No
Fossil fuel totals
Total fossil fuel stock holdings
175
Total % invested in fossil fuel stocks
5.11%
Total assets invested in fossil fuel stocks
$435.05 MILLION
Fossil fuel badges (legacy grade)
Fossil fuel grade
C
Clean200 totals
Total Clean200 stock holdings
84
Total % invested in Clean200 stocks
11%
Total assets invested in Clean200 stocks
$921.42 MILLION
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: 9/30/21
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 
-3.27% less in annualized returns
Less invested in fossil fuels 
1.53% less invested
Less invested in Clean200 
3.83% 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: 9/30/21
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 
-3.27% less in annualized returns
Less invested in fossil fuels 
1.53% less invested
Less invested in Clean200 
3.83% 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: 9/30/21
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 
-3.27% less in annualized returns
Less invested in fossil fuels 
1.53% less invested
Less invested in Clean200 
3.83% 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
29%
14%
14%
13%
5.11% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
16%
17%
17%
6.65% 
Fund compared to benchmark
 
-0.86%
-2.04%
-3.2%
-3.27%
1.53%  lower
Find more financial data on TRRMX at Morningstar.com
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