How To Withdraw Money From T Rowe Price 401k
Address And Details
| 100 E Pratt Street , Baltimore, MD 21202 | |
|---|---|
| Fund Manager | Team Managed |
| Manager Tenure | |
Strategy And Objective
The fund seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund pursues its objective(s) by investing in a diversified portfolio of other T. Rowe Price stock and bond mutual funds that represent various asset classes and sectors. The fund s allocation among T. Rowe Price mutual funds will change over time in relation to its target retirement date.The fund is managed based on the specific retirement year (target date 2020) included in its name and assumes a retirement age of 65. The target date refers to the approximate year an investor in the fund would plan to retire and likely stop making new investments in the fund. The fund is designed for an investor who retired at or about the target date and who plans to withdraw the value of the account in the fund gradually after retirement. However, if an investor retires earlier or later than age 65, the fund may not be an appropriate investment even if the investor retires on or near the fund s target date.
Net Asset Value
Performance
- 1 Week
- -0.55%
- 1 Month
- +1.16%
- 3 Months
- +2.77%
- 1 Yr Return
- +4.86%
- 5 Yr Return
- +21.38%
Equity Sector Breakdown
| Finance | 98.15% | |
| ConsumerDurables | n/a | |
| Energy | n/a | |
| Health | n/a | |
| IndustrialCyclical | n/a | |
| NonDurables | n/a | |
| RetailTrade | n/a | |
| Services | n/a | |
| Technology | n/a | |
| Utilities | n/a |
Asset Allocation
| Asset Type | % Of Allocation | |
|---|---|---|
| Other | 98.16% | |
| Stocks | 1.84% | |
| Cash | 0.00% | |
| Bonds | 0.00% | |
| Preferred | 0.00% | |
| Convertible | 0.00% | |
| ForeignStocks | 0.00% | |
| ForeignBonds | 0.00% | |
| ForeignHedged | 0.00% | |
| Total Net Assets | 13.50 B | |
|---|---|---|
Risk Measures
| Criteria | 3 Years | 5 Years | 10 Years |
|---|---|---|---|
| Alpha | -0.01 | -0.76 | -0.74 |
| Beta | 0.60 | 0.59 | 0.63 |
| R Squared | 0.92 | 0.91 | 0.89 |
| Std Deviation | 11.46 | 9.52 | 8.69 |
| Sharpe Ratio | 1.12 | 1.05 | n/a |
Purchase Information
as of 5:50 PM ET 11/18/2021
| Minimum Initial | $2500 |
|---|---|
| Minimum Additional | $100 |
| Minimum Initial IRA | $1000 |
Performance
| Timeframe | Average Annual Current Performance Monthly As Of 10/31/2021 | Average Annual Current Performance Quarterly As Of 09/30/2021 | Avg Annual Current Performance Monthly As Of 10/31/2021 | Avg Annual Current Performance Quarterly As Of 09/30/2021 |
|---|---|---|---|---|
| 1 Year |
|
| +21.91% | +17.76% |
| 3 Year |
|
| +13.13% | +10.36% |
| 10 Year |
|
| +9.52% | +10.20% |
| Life Of Fund |
|
| +8.98% | +8.87% |
Top 10 Holdings
| Symbol | Company Name | % Of Assets |
|---|---|---|
| TRPIX | T ROWE PRICE VALUE I | 9.18% |
| PRUFX | T ROWE PRICE GROWTH STOCK I | 9.09% |
| TNBMX | T ROWE PRICE INTL BD USD HD I | 4.66% |
| TROIX | T ROWE PRICE OVERSEAS STOCK I | 4.42% |
| TRTIX | T ROWE PRICE INTL VALUE EQ I | 4.39% |
| PRIUX | T ROWE PRICE INTL STOCK I | 3.83% |
| PRXIX | T ROWE PRICE EMER MKT BOND I | 3.36% |
| RPEIX | T ROWE PRICE DYN GLOBAL BD I | 3.33% |
| PRHIX | T ROWE PRICE HIGH YIELD I | 3.09% |
| RPTIX | T ROWE PRICE MID-CAP GROWTH I | 2.21% |
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How To Withdraw Money From T Rowe Price 401k
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