T. Rowe Price Retirement 2050 Fund
Shareclass
T. Rowe Price Retirement 2050 (TRRMX)
Type
Open-end mutual fund
Manager
Gender equality score
52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
T. Rowe Price Retirement 2050 Fund TRRMX
Environment
Social
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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 ASA0.04% of assets$2.92M invested
- 2. Diageo PLC0.06% of assets$4.13M invested
- 3. National Grid PLC0.06% of assets$4.15M invested
- 4. L'Oreal SA0.07% of assets$5.16M invested
- 5. International Flavors & Fragrances Inc<0.01% of assets$350,778 invested
- 6. AstraZeneca PLC ADR0.51% of assets$35.33M invested
- 7. Challenger Ltd0.01% of assets$944,770 invested
- 8. UBS Group AG0.08% of assets$5.37M invested
- 9. Kering SA0.05% of assets$3.26M invested
- 10. Sanofi SA0.23% of assets$15.75M invested
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 Inc0.06% of assets$4.38M invested
- 4. Allakos Inc<0.01% of assets$52,195 invested
- 5. Constellation Software Inc0.08% of assets$5.75M invested
- 6. SpringWorks Therapeutics Inc Ordinary Shares<0.01% of assets$158,243 invested
- 7. RBC Bearings Inc0.06% of assets$4.36M invested
- 8. Liberty Energy Inc Class A0.02% 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
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Financial performance
Performance data provided by
Find more financial data on TRRMX at Morningstar.com
Find more financial data on TRRMX at Morningstar.comGender Equality and Returns
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
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More from Invest Your Values
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