T. Rowe Price Retirement 2030 Fund
Shareclass
T. Rowe Price Retirement 2030 (TRRCX)
Type
Open-end mutual fund
Manager
Target date
T. Rowe Price Retirement Series
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund T. Rowe Price Retirement 2030 Fund
FUND COVERAGE
# of holdings1,288
% of assets56%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. National Bank of Canada0.05%$14.7M
- 2. International Flavors & Fragrances Inc<0.01%$551,086
- 3. AstraZeneca PLC ADR0.33%$104.37M
- 4. Standard Chartered PLC0.09%$29.32M
- 5. GSK PLC ADR0.05%$14.3M
- 6. National Grid PLC0.09%$28.81M
- 7. Mirvac Group<0.01%$2.14M
- 8. Sanofi SA0.12%$38.24M
- 9. Swedbank AB Class A0.03%$10.67M
- 10. Diageo PLC0.02%$6.4M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Red Rock Resorts Inc Class A<0.01%$368,731
- 2. TG Therapeutics Inc<0.01%$183,424
- 3. TKO Group Holdings Inc<0.01%$1.24M
- 4. AST SpaceMobile Inc Ordinary Shares - Class A<0.01%$148,191
- 5. Construction Partners Inc Class A<0.01%$1.37M
- 6. Core Scientific Inc Ordinary Shares - New<0.01%$739,235
- 7. Shopify Inc Registered Shs -A- Subord Vtg0.11%$33.64M
- 8. SoundHound AI Inc Ordinary Shares - Class A<0.01%$1.09M
- 9. FTAI Aviation Ltd<0.01%$2.01M
- 10. RadNet Inc<0.01%$3.02M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund T. Rowe Price Retirement 2030 Fund
Totals
Holdings
Assets
Weight
Prisons
28
$2.05B
6.56%
Prisons high risk
6
$17.29M
0.06%
Private prisons
0
$0
0%
Borders
38
$2.03B
6.48%
Borders high risk
18
$197.46M
0.63%
Total
51
$2.38B
7.62%
Holdings — 51 flagged holdings
1.
Microsoft Corp
:$775.06M
2.48%
2.
Amazon.com Inc
:$366.34M
1.17%
3.
Alphabet Inc Class A
:$281.82M
0.9%
4.
Alphabet Inc Class C
:$216.56M
0.69%
5.
Berkshire Hathaway Inc Class B
$141.41M
0.45%
6.
Walmart Inc
$74.22M
0.24%
7.
McDonald's Corp
$72.14M
0.23%
8.
Equifax Inc
:$36.92M
0.12%
9.
Teledyne Technologies Inc
:$36.68M
0.12%
10.
Northrop Grumman Corp
:$29.83M
0.1%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
T. Rowe Price Retirement 2030 Fund TRRCX
Environment
Social
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