T. Rowe Price Retirement 2040 Fund
GPTKB entity
Statements (23)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:hedge_fund
|
| gptkbp:category |
target-date fund
|
| gptkbp:CUSIP |
77956H852
|
| gptkbp:date |
2040
|
| gptkbp:diversification |
U.S. and international stocks and bonds
|
| gptkbp:expenseRatio |
0.70% (as of 2023)
|
| gptkbp:family |
gptkb:T._Rowe_Price_Retirement_Funds
|
| gptkbp:frequency |
annual
|
| gptkbp:glidePath |
becomes more conservative as 2040 approaches
|
| https://www.w3.org/2000/01/rdf-schema#label |
T. Rowe Price Retirement 2040 Fund
|
| gptkbp:investedIn |
diversified portfolio of stocks, bonds, and short-term investments
|
| gptkbp:managedBy |
gptkb:T._Rowe_Price
|
| gptkbp:minimumInvestment |
$2,500
|
| gptkbp:netWorth |
over $20 billion (as of 2023)
|
| gptkbp:objective |
capital appreciation and income
|
| gptkbp:portfolioCompany |
gptkb:Andrew_Jacobs_van_Merlen
gptkb:Wyatt_Lee gptkb:Roger_Young |
| gptkbp:primaryBenchmark |
S&P Target Date 2040 Index
|
| gptkbp:startYear |
2002-09-30
|
| gptkbp:stockSymbol |
gptkb:TRRDX
|
| gptkbp:bfsParent |
gptkb:T._Rowe_Price_Retirement_Funds
|
| gptkbp:bfsLayer |
8
|