T. Rowe Price Retirement Series

T. Rowe Price
Rated as T. Rowe Price Retirement 2050 Fund
Updated Jun 2022

Environment
scorecard

Fossil fuels
Fossil fuels
Poor
Deforestation
Deforestation
Fair

We used our expertise in mutual fund sustainability analysis and extensive database of ESG-screened companies to rate corporations’ retirement plan investment options.

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
Poor

We used our expertise in mutual fund sustainability analysis and extensive database of ESG-screened companies to rate corporations’ retirement plan investment options.

Fossil fuel grade
The T. Rowe Price Retirement Series is 8.45% invested in fossil fuels.

Fossil fuel grade

D
Fossil fuel exposure of 8.45% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.
Fossil fuel grade of D
8.45% invested in fossil fuels.
Screen# of holdings% of portfolio
Top 200 carbon reserve ownersTop 200 carbon reserve owners752.93%
Coal industryCoal industry531.77%
Oil/gas industryOil/gas industry1344.89%
Top 30 coal-fired utilitiesTop 30 coal-fired utilities131.8%
Fossil-fired utilitiesFossil-fired utilities694.38%
All fossil fuel screens2148.45%
Top 200 carbon reserve owners
Top 5 holdings

Top 200 carbon reserve owners

  1. TotalEnergies SE
    0.88%
  2. Exxon Mobil Corp
    0.21%
  3. BHP Group Ltd
    0.21%
  4. Shell PLC
    0.17%
  5. Galp Energia SGPS SA
    0.16%
Coal industry
Top 5 holdings

Coal industry

  1. Dominion Energy Inc
    0.46%
  2. American Electric Power Co Inc
    0.26%
  3. BHP Group Ltd
    0.21%
  4. South32 Ltd
    0.11%
  5. Ameren Corp
    0.11%
Oil/gas industry
Top 5 holdings

Oil/gas industry

  1. TotalEnergies SE
    0.88%
  2. Sempra Energy
    0.41%
  3. Exxon Mobil Corp
    0.21%
  4. BHP Group Ltd
    0.21%
  5. Shell PLC
    0.17%
Top 30 coal-fired utilities
Top 5 holdings

Top 30 coal-fired utilities

  1. Southern Co
    0.68%
  2. American Electric Power Co Inc
    0.26%
  3. Xcel Energy Inc
    0.25%
  4. Duke Energy Corp
    0.22%
  5. Berkshire Hathaway Inc
    0.19%
Fossil-fired utilities
Top 5 holdings

Fossil-fired utilities

  1. Southern Co
    0.68%
  2. Dominion Energy Inc
    0.46%
  3. Sempra Energy
    0.41%
  4. American Electric Power Co Inc
    0.26%
  5. Xcel Energy Inc
    0.25%
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



We offer sustainable investment tools that highlight issues dealing with climate change, gender equality and more

About us

Invest Your Values is funded by contributions to As You Sow, a non-profit 501(c)3.

Donate

Invest Your Values is a project by As You Sow, a 501(c)3 nonprofit empowering shareholders to change corporations for good

Visit As You Sow

Legal    
© Copyright 2022 As You Sow. All rights reserved.
2020 Milvia St, Suite #500, Berkeley, CA 94704

Connect with As You Sow

Contact us      

Not an investment adviser

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