T. Rowe Price Retirement 2050 Fund

Shareclass
T. Rowe Price Retirement 2050 (TRRMX)
Type
Open-end mutual fund
Military weapon grade: Fund is invested in military contractors above the threshold of 2.5% and below the threshold of 4%. Assigned a grade of D.
How we track weapon investments
D
$213.47 MILLION
Military weapons
49
military weapon stocks found
3.37%
of assets flagged
Data as of 30 Sep 2023
Military weapons
Military contractors
Military contractors
Largest international arms manufacturers and military contractors
49
holdings
$213.47M
invested
3.37%
of portfolio
Nuclear weapons
Nuclear weapons
Manufacturers/servicers of nuclear armaments and delivery systems
31
holdings
$150.81M
invested
2.38%
of portfolio
Controversial weapons
Controversial weapons
Manufacturers involved with cluster munitions, landmines, white phosphorus, depleted uranium
8
holdings
$49.79M
invested
0.78%
of portfolio
Military weapon companies
49 holdings
49 holdings
  • 1.  General Electric Co
    Nuclear weapons
    $20.66M
    0.33%
  • 2.  Teledyne Technologies Inc
    $16.39M
    0.26%
  • 3.  AMETEK Inc
    $14.96M
    0.24%
  • 4.  General Dynamics Corp
    Nuclear weaponsControversial weapons
    $14.81M
    0.23%
  • 5.  L3Harris Technologies Inc
    Nuclear weaponsControversial weapons
    $10.63M
    0.17%
See all
  For each weapons category, we show the fund's exposure. When calculating a portfolio's percent exposure to a list of companies, we only consider long investments, ignoring any shorts or liabilities.
Civilian firearm manufacturers and retailers

We also track investments in civilian firearm manufacturers and retailers raking in billions in handgun, assault rifle, and ammunition sales. Gun Free Funds is made for people looking to align their investments with their values by moving money out of companies that make and sell guns.

T. Rowe Price Retirement 2050 Fund earns a D grade for investments in military weapons
Tweet 
Financial performance
Performance data provided byMorningstarFind more financial data on TRRMX at Morningstar.com
Current fund
TRRMX
T. Rowe Price Retirement 2050 Fund
Family
T. Rowe Price
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/23
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-3.86% less in annualized returns
More invested in military weapons 
0.23% more invested
More invested in major military contractors 
0.23% more invested
Less invested in manufacturers/servicers of nuclear weapons 
0.13% less invested
Less invested in manufacturers of controversial weapons 
0.42% less invested
Current fund
TRRMX
T. Rowe Price Retirement 2050 Fund
Family
T. Rowe Price
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/23
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-3.86% less in annualized returns
More invested in military weapons 
0.23% more invested
More invested in major military contractors 
0.23% more invested
Less invested in manufacturers/servicers of nuclear weapons 
0.13% less invested
Less invested in manufacturers of controversial weapons 
0.42% less invested
Current fund
TRRMX
T. Rowe Price Retirement 2050 Fund
Family
T. Rowe Price
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/23
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-3.86% less in annualized returns
More invested in military weapons 
0.23% more invested
More invested in major military contractors 
0.23% more invested
Less invested in manufacturers/servicers of nuclear weapons 
0.13% less invested
Less invested in manufacturers of controversial weapons 
0.42% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Military weapon weight
This fund
TRRMX - T. Rowe Price Retirement 2050 Fund
8.88%
5.47%
7.35%
7.27%
3.37% 
Benchmark
IVV - iShares Core S&P 500 ETF
10%
10%
11%
11%
3.14% 
Fund compared to benchmark
 
-1.24%
-4.86%
-3.63%
-3.86%
0.23%  higher
Find more financial data on TRRMX at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Action toolkit
Ask your employer about weapon free options for your retirement plan
Find socially responsible funds that are weapon free
Visit Fossil Free Funds to see exposure to fossil fuels
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

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