T. Rowe Price Retirement Series

T. Rowe Price
Rated as T. Rowe Price Retirement 2050 Fund
Updated Sep 2021

Fossil fuel grade
The T. Rowe Price Retirement Series is 5.97% invested in fossil fuels.

Fossil fuel grade

D
Fossil fuel exposure of 5.97% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.
Fossil fuel grade of D
5.97% invested in fossil fuels.
Screen# of holdings% of portfolio
Top 200 carbon reserve ownersTop 200 carbon reserve owners511.87%
Coal industryCoal industry281.11%
Oil/gas industryOil/gas industry1244.37%
Top 30 coal-fired utilitiesTop 30 coal-fired utilities130.6%
Fossil-fired utilitiesFossil-fired utilities602.67%
All fossil fuel screens1775.97%
Top 200 carbon reserve owners
Top 5 holdings

Top 200 carbon reserve owners

  1. TotalEnergies SE
    0.23%
  2. Galp Energia SGPS SA
    0.15%
  3. BHP Group PLC
    0.13%
  4. Royal Dutch Shell PLC
    0.12%
  5. Imperial Oil Ltd
    0.1%
Coal industry
Top 5 holdings

Coal industry

  1. BHP Group PLC
    0.13%
  2. Dominion Energy Inc
    0.12%
  3. The AES Corp
    0.1%
  4. South32 Ltd
    0.1%
  5. FirstEnergy Corp
    0.09%
Oil/gas industry
Top 5 holdings

Oil/gas industry

  1. General Electric Co
    0.77%
  2. Sempra Energy
    0.41%
  3. NextEra Energy Inc
    0.32%
  4. TotalEnergies SE
    0.23%
  5. Galp Energia SGPS SA
    0.15%
Top 30 coal-fired utilities
Top 5 holdings

Top 30 coal-fired utilities

  1. Southern Co
    0.16%
  2. Berkshire Hathaway Inc
    0.13%
  3. NTPC Ltd
    0.08%
  4. Sumitomo Corp
    0.08%
  5. Xcel Energy Inc
    0.05%
Fossil-fired utilities
Top 5 holdings

Fossil-fired utilities

  1. Sempra Energy
    0.41%
  2. NextEra Energy Inc
    0.32%
  3. Southern Co
    0.16%
  4. Berkshire Hathaway Inc
    0.13%
  5. Engie SA
    0.13%
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 I 2005 Fund
T. Rowe Price Retirement I 2010 Fund
T. Rowe Price Retirement I 2015 Fund
T. Rowe Price Retirement I 2020 Fund
T. Rowe Price Retirement I 2025 Fund
T. Rowe Price Retirement I 2030 Fund
T. Rowe Price Retirement I 2035 Fund
T. Rowe Price Retirement I 2040 Fund
T. Rowe Price Retirement I 2045 Fund
T. Rowe Price Retirement I 2050 Fund
T. Rowe Price Retirement I 2055 Fund
T. Rowe Price Retirement I 2060 Fund
T. Rowe Price Retirement I 2065 Fund

All tickers for this target date series

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

TRRFX
PARGX
RRTLX
TRRAX
PARAX
RRTAX
TRRGX
PARHX
RRTMX
TRRBX
PARBX
RRTBX
TRRHX
PARJX
RRTNX
TRRCX
PARCX
RRTCX
TRRJX
PARKX
RRTPX
TRRDX
PARDX
RRTDX
TRRKX
PARLX
RRTRX
TRRMX
PARFX
RRTFX
TRRNX
PAROX
RRTVX
TRRLX
TRRYX
TRRZX
TRSJX
PASUX
RRSUX
TRPFX
TRPAX
TRFGX
TRBRX
TRPHX
TRPCX
TRPJX
TRPDX
TRPKX
TRPMX
TRPNX
TRPLX
TRFKX



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