T. Rowe Price Retirement Series

T. Rowe Price
Rated as T. Rowe Price Retirement 2050 Fund
Portfolio date Dec 2023

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

Tobacco grade
The T. Rowe Price Retirement Series has 0.39% exposure to tobacco producers.

Tobacco grade

C
Tobacco producers exposure of 0.39% places the fund in the C tier, between 0% and 0.5% exposure.
0.39% invested in tobacco producers.
0.25% invested in tobacco-promoting entertainment companies.
Screen# of holdings% of portfolio
Tobacco producers40.39%
Tobacco-promoting entertainment studios50.25%
All tobacco screens90.64%
Tobacco producers
Top 4 holdings

Tobacco producers

  1. Philip Morris International Inc
    0.27%
  2. Imperial Brands PLC
    0.08%
  3. British American Tobacco PLC
    0.03%
  4. Altria Group Inc
    0.02%
Tobacco-promoting entertainment studios
Top 5 holdings

Tobacco-promoting entertainment studios

  1. Sony Group Corp
    0.13%
  2. Comcast Corp
    0.05%
  3. The Walt Disney Co
    0.04%
  4. AT&T Inc
    0.03%
  5. Paramount Global
    <0.01%
Company research sourced from
UCSF Center for Tobacco Control Research and EducationUCSF Smoke Free Movies Campaign

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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