T. Rowe Price Retirement 2050 Fund

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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
$249.74 MILLION
Military weapons
51
military weapon stocks found
3.63%
of assets flagged
Data as of 31 Dec 2023
Military weapons
Military contractors
Military contractors
Largest international arms manufacturers and military contractors
51
holdings
$249.74M
invested
3.63%
of portfolio
Nuclear weapons
Nuclear weapons
Manufacturers/servicers of nuclear armaments and delivery systems
31
holdings
$169.23M
invested
2.46%
of portfolio
Controversial weapons
Controversial weapons
Manufacturers involved with cluster munitions, landmines, white phosphorus, depleted uranium
8
holdings
$57.49M
invested
0.84%
of portfolio
Military weapon companies
51 holdings
51 holdings
  • 1.  General Dynamics Corp
    Nuclear weaponsControversial weapons
    $19.16M
    0.28%
  • 2.  General Electric Co
    Nuclear weapons
    $18.33M
    0.27%
  • 3.  AMETEK Inc
    $17.49M
    0.25%
  • 4.  Amphenol Corp Class A
    $16.77M
    0.24%
  • 5.  Teledyne Technologies Inc
    $15.88M
    0.23%
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
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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: 2/29/24
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 
-4.13% less in annualized returns
More invested in military weapons 
0.54% more invested
More invested in major military contractors 
0.54% more invested
More invested in manufacturers/servicers of nuclear weapons 
0.08% more invested
Less invested in manufacturers of controversial weapons 
0.24% 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: 2/29/24
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 
-4.13% less in annualized returns
More invested in military weapons 
0.54% more invested
More invested in major military contractors 
0.54% more invested
More invested in manufacturers/servicers of nuclear weapons 
0.08% more invested
Less invested in manufacturers of controversial weapons 
0.24% 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: 2/29/24
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 
-4.13% less in annualized returns
More invested in military weapons 
0.54% more invested
More invested in major military contractors 
0.54% more invested
More invested in manufacturers/servicers of nuclear weapons 
0.08% more invested
Less invested in manufacturers of controversial weapons 
0.24% 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
21%
4.96%
9.96%
8.52%
3.63% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
12%
15%
13%
3.09% 
Fund compared to benchmark
 
-9.12%
-6.92%
-4.77%
-4.13%
0.54%  higher
Find more financial data on TRRMX at Morningstar.com
What's next?
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Action toolkit
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