T. Rowe Price Retirement Series
Environment
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The T. Rowe Price Retirement Series is 10% invested in fossil fuels.
Fossil fuel grade
Screen | # of holdings | % of portfolio |
---|---|---|
Top 200 carbon reserve owners | 50 | 4.02% |
Coal industry | 32 | 1.94% |
Oil/gas industry | 147 | 7.7% |
Top 30 coal-fired utilities | 8 | 0.93% |
Fossil-fired utilities | 56 | 3.25% |
All fossil fuel screens | 187 | 10% |
Top 200 carbon reserve owners
- Exxon Mobil Corp0.48%
- ConocoPhillips0.4%
- BHP Group Ltd0.39%
- EQT Corp0.32%
- TotalEnergies SE0.31%
Coal industry
- BHP Group Ltd0.39%
- CSX Corp0.22%
- Ameren Corp0.22%
- NTPC Ltd0.11%
- Grupo Mexico SAB de CV0.1%
Oil/gas industry
- Exxon Mobil Corp0.48%
- Siemens AG0.4%
- ConocoPhillips0.4%
- BHP Group Ltd0.39%
- Schlumberger Ltd0.34%
Top 30 coal-fired utilities
- Berkshire Hathaway Inc0.75%
- NTPC Ltd0.11%
- Electric Power Development Co Ltd0.03%
- Duke Energy Corp0.02%
- American Electric Power Co Inc0.01%
Fossil-fired utilities
- Berkshire Hathaway Inc0.75%
- Xcel Energy Inc0.23%
- Ameren Corp0.22%
- Atmos Energy Corp0.18%
- Exelon Corp0.15%
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.
All tickers for this target date series
Tickers for each shareclass available from every fund in this target date series.
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