T. Rowe Price Retirement Series

T. Rowe Price
Rated as T. Rowe Price Retirement 2050 Fund
Portfolio date Mar 2024

Environment
scorecard

Fossil fuels
Fossil fuels
Poor
Fossil fuel finance
Fossil fuel finance
Poor
Fossil fuel insurance
Fossil fuel insurance
Poor
Deforestation
Deforestation
Fair

Social
scorecard

Gender equality
Gender equality
Poor
Civilian firearms
Civilian firearms
Fair
Prison industrial complex
Prison industrial complex
Poor
Military weapons
Military weapons
Poor
Tobacco
Tobacco
Fair

Fossil fuel grade
The T. Rowe Price Retirement Series is 11% invested in fossil fuels.

Fossil fuel grade

F
Fossil fuel exposure of 11% places the fund in the F tier, between 9% and 100% exposure.
11% invested in fossil fuels.
Screen# of holdings% of portfolio
Top 200 carbon reserve owners604.4%
Coal industry331.96%
Oil/gas industry1498.33%
Top 30 coal-fired utilities101.09%
Fossil-fired utilities532.8%
All fossil fuel screens18811%
Top 200 carbon reserve owners
Top 5 holdings

Top 200 carbon reserve owners

  1. ConocoPhillips
    0.47%
  2. Exxon Mobil Corp
    0.38%
  3. BHP Group Ltd
    0.35%
  4. TotalEnergies SE
    0.34%
  5. EQT Corp
    0.34%
Coal industry
Top 5 holdings

Coal industry

  1. CSX Corp
    0.41%
  2. BHP Group Ltd
    0.35%
  3. Ameren Corp
    0.18%
  4. Sumitomo Corp
    0.1%
  5. NTPC Ltd
    0.09%
Oil/gas industry
Top 5 holdings

Oil/gas industry

  1. Schlumberger Ltd
    0.52%
  2. ConocoPhillips
    0.47%
  3. Halliburton Co
    0.46%
  4. Siemens AG
    0.44%
  5. Exxon Mobil Corp
    0.38%
Top 30 coal-fired utilities
Top 5 holdings

Top 30 coal-fired utilities

  1. Berkshire Hathaway Inc
    0.73%
  2. NTPC Ltd
    0.09%
  3. Xcel Energy Inc
    0.09%
  4. Enel SpA
    0.07%
  5. Southern Co
    0.04%
Fossil-fired utilities
Top 5 holdings

Fossil-fired utilities

  1. Berkshire Hathaway Inc
    0.73%
  2. Constellation Energy Corp
    0.38%
  3. NextEra Energy Inc
    0.2%
  4. Ameren Corp
    0.18%
  5. Engie SA
    0.15%
Company research provided by
FFF SolutionsMacroclimateUrgewald Global Coal Exit List

All funds in this target date series

A target date fund series consist of around 10 or 12 different funds, each with their own "target date" marketed at different age demographics. We use the 2050 fund to assign ratings to target date fund series - this is the fund that would be marketed to savers looking to retire around the year 2050. As time progresses and this "target date" approaches, the portfolio mix of the fund shifts away from stocks and towards bonds and other less-risky investments. Usually, the mix of stocks in the portfolio stays the same across a target date fund series, meaning if you are invested in a fund from this target date series that is dated closer to today than 2050, you're likely invested in the same companies flagged above, but you may have lower levels of exposure. We currently only have detailed results for the 2050 version of this target date fund series.

T. Rowe Price Retirement 2005 Fund
T. Rowe Price Retirement 2010 Fund
T. Rowe Price Retirement 2015 Fund
T. Rowe Price Retirement 2020 Fund
T. Rowe Price Retirement 2025 Fund
T. Rowe Price Retirement 2030 Fund
T. Rowe Price Retirement 2035 Fund
T. Rowe Price Retirement 2040 Fund
T. Rowe Price Retirement 2045 Fund
T. Rowe Price Retirement 2050 Fund
T. Rowe Price Retirement 2055 Fund
T. Rowe Price Retirement 2060 Fund
T. Rowe Price Retirement 2065 Fund
T. Rowe Price Retirement Income 2025 Fund

All tickers for this target date series

Tickers for each shareclass available from every fund in this target date series.

TRRFX
PARGX
TRAJX
RRTLX
TRRAX
PARAX
TRPUX
RRTAX
TRRGX
PARHX
TRUBX
RRTMX
TRRBX
PARBX
TRDBX
RRTBX
TRRHX
PARJX
TREHX
RRTNX
TRRCX
PARCX
TRFHX
RRTCX
TRRJX
PARKX
TRFJX
RRTPX
TRRDX
PARDX
TRHDX
RRTDX
TRRKX
PARLX
TRIKX
RRTRX
TRRMX
PARFX
TRJLX
RRTFX
TRRNX
PAROX
TRJMX
RRTVX
TRRLX
TRRYX
TRLNX
TRRZX
TRSJX
PASUX
TRMOX
RRSUX
TRATX
TRAVX



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