T. Rowe Price Retirement 2050 Fund
Shareclass
T. Rowe Price Retirement 2050 (TRRMX)
Type
Open-end mutual fund
Manager
Target date
T. Rowe Price Retirement Series
Equity & Justice
Exclusions
See the impact of your investments
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 2050 Fund
FUND COVERAGE
# of holdings1,232
% of assets84%
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 Canada0.09%$14.89M
- 2. International Flavors & Fragrances Inc<0.01%$588,618
- 3. AstraZeneca PLC ADR0.57%$97.44M
- 4. Standard Chartered PLC0.15%$24.94M
- 5. GSK PLC ADR0.07%$11.23M
- 6. National Grid PLC0.15%$24.72M
- 7. Mirvac Group0.01%$1.93M
- 8. Sanofi SA0.2%$33.51M
- 9. Swedbank AB Class A0.05%$8.65M
- 10. Diageo PLC0.04%$6M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Red Rock Resorts Inc Class A<0.01%$984,259
- 2. TG Therapeutics Inc<0.01%$349,127
- 3. TKO Group Holdings Inc<0.01%$362,215
- 4. Construction Partners Inc Class A<0.01%$115,880
- 5. Shopify Inc Registered Shs -A- Subord Vtg0.18%$30.84M
- 6. FTAI Aviation Ltd<0.01%$1.27M
- 7. RadNet Inc<0.01%$1.06M
- 8. RBC Bearings Inc0.06%$10.19M
- 9. Viper Energy Inc Ordinary Shares - Class A0.05%$8.41M
- 10. Constellation Software Inc0.09%$15.84M
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 2050 Fund
Totals
Holdings
Assets
Weight
Prisons
28
$1.69B
9.96%
Prisons high risk
6
$9.97M
0.06%
Private prisons
0
$0
0%
Borders
37
$1.71B
10%
Borders high risk
17
$161.69M
0.95%
Total
50
$1.98B
12%
Holdings — 50 flagged holdings
1.
Microsoft Corp
:$682.1M
4.02%
2.
Amazon.com Inc
:$386.89M
2.28%
3.
Alphabet Inc Class A
:$178.07M
1.05%
4.
Alphabet Inc Class C
:$137.31M
0.81%
5.
Berkshire Hathaway Inc Class B
$110.26M
0.65%
6.
Walmart Inc
$55.29M
0.33%
7.
McDonald's Corp
$43.18M
0.25%
8.
L3Harris Technologies Inc
:$29.75M
0.18%
9.
Equifax Inc
:$29.46M
0.17%
10.
Teledyne Technologies Inc
:$29.44M
0.17%
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 2050 Fund TRRMX
Environment
Social
Search more funds
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
See our full disclaimer