T. Rowe Price Retirement 2050 Fund

Shareclass
T. Rowe Price Retirement 2050 I (TRJLX)
Type
Open-end mutual fund
Gender equality score
Gender equality score

52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

D
37
percentile

Universe: Groups

Group: Allocation Funds

Ranking: 418 out of 662 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
25/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
9/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
18/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Storebrand ASA
    0.04% of assets
    $2.92M invested
  • 2. Diageo PLC
    0.06% of assets
    $4.13M invested
  • 3. National Grid PLC
    0.06% of assets
    $4.15M invested
  • 4. L'Oreal SA
    0.07% of assets
    $5.16M invested
  • 5. International Flavors & Fragrances Inc
    <0.01% of assets
    $350,778 invested
  • 6. AstraZeneca PLC ADR
    0.51% of assets
    $35.33M invested
  • 7. Challenger Ltd
    0.01% of assets
    $944,770 invested
  • 8. UBS Group AG
    0.08% of assets
    $5.37M invested
  • 9. Kering SA
    0.05% of assets
    $3.26M invested
  • 10. Sanofi SA
    0.23% of assets
    $15.75M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Carvana Co Class A
    <0.01% of assets
    $327,986 invested
  • 2. Red Rock Resorts Inc Class A
    <0.01% of assets
    $590,616 invested
  • 3. Karuna Therapeutics Inc
    0.06% of assets
    $4.38M invested
  • 4. Allakos Inc
    <0.01% of assets
    $52,195 invested
  • 5. Constellation Software Inc
    0.08% of assets
    $5.75M invested
  • 6. SpringWorks Therapeutics Inc Ordinary Shares
    <0.01% of assets
    $158,243 invested
  • 7. RBC Bearings Inc
    0.06% of assets
    $4.36M invested
  • 8. Liberty Energy Inc Class A
    0.02% of assets
    $1.42M invested
  • 9. NVR Inc
    <0.01% of assets
    $653,755 invested
  • 10. LGI Homes Inc
    <0.01% of assets
    $17,288 invested
Find sustainably-invested mutual funds and ETFs



Search for funds from your 401(k), retirement plan, or personal portfolio
Financial performance
Performance data provided byMorningstarFind more financial data on TRJLX at Morningstar.com
Gender Equality and Returns
Returns chart for T. Rowe Price Retirement 2050 Fund
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
TRJLX
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: 2/29/24
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 
4.12% less  in annualized returns
Lower overall gender equality score 
2 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Same equal compensation and work life balance score 
0 / 30 points 
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
TRJLX
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: 2/29/24
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 
4.12% less  in annualized returns
Lower overall gender equality score 
2 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Same equal compensation and work life balance score 
0 / 30 points 
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
TRJLX
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: 2/29/24
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 
4.12% less  in annualized returns
Lower overall gender equality score 
2 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Same equal compensation and work life balance score 
0 / 30 points 
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
TRJLX - T. Rowe Price Retirement 2050 Fund
21%
4.99%
9.98%
8.53%
52  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
30%
12%
15%
13%
54  / 100 points
Fund compared to benchmark
 
-9.02%
-6.89%
-4.76%
-4.12%
2  / 100 points lower
Find more financial data on TRJLX at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer