T Rowe Price Retirement 2055 Fund - T Rowe Price

Shareclass
T Rowe Price Retirement 2055 Fund (TRRNX)
Type
Open-end mutual fund
Target date
T Rowe Price Retirement Fund - T Rowe Price

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund T Rowe Price Retirement 2055 Fund - T Rowe Price

FUND COVERAGE
# of holdings1,255
% of assets83%
Score
53 / 100
Rank

30.4 percentile

Group: Allocation

Rank: #456 out of 649

Grade
D

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

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. International Flavors & Fragrances Inc
         % of fund invested: <0.01%
         $USD invested: $344,221
  • 2. National Bank of Canada
         % of fund invested: 0.03%
         $USD invested: $3.11M
  • 3. Sanofi SA
         % of fund invested: 0.12%
         $USD invested: $15.47M
  • 4. GSK PLC
         % of fund invested: 0.07%
         $USD invested: $8.26M
  • 5. L'Oreal SA
         % of fund invested: 0.08%
         $USD invested: $9.35M
  • 6. Allianz SE
         % of fund invested: 0.09%
         $USD invested: $10.98M
  • 7. STANDARD CHARTERED PLC
         % of fund invested: 0.17%
         $USD invested: $21.36M
  • 8. UniCredit SpA
         % of fund invested: 0.24%
         $USD invested: $29.85M
  • 9. NATIONAL GRID PLC
         % of fund invested: 0.12%
         $USD invested: $15.22M
  • 10. Mirvac Group
         % of fund invested: 0.01%
         $USD invested: $1.59M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. TKO Group Holdings Inc
         % of fund invested: <0.01%
         $USD invested: $220,991
  • 2. MADISON SQUARE GARDEN SPORTS CORP
         % of fund invested: 0.03%
         $USD invested: $4.03M
  • 3. TG THERAPEUTICS INC
         % of fund invested: <0.01%
         $USD invested: $897,485
  • 4. EchoStar Corp
         % of fund invested: <0.01%
         $USD invested: $443,378
  • 5. Astera Labs Inc
         % of fund invested: 0.03%
         $USD invested: $4.04M
  • 6. Vicor Corp
         % of fund invested: 0.01%
         $USD invested: $1.77M
  • 7. RBC BEARINGS INC
         % of fund invested: 0.03%
         $USD invested: $3.95M
  • 8. Riot Platforms Inc
         % of fund invested: 0.01%
         $USD invested: $1.79M
  • 9. Shopify Inc
         % of fund invested: 0.16%
         $USD invested: $20.16M
  • 10. Carvana Co
         % of fund invested: 0.13%
         $USD invested: $16.2M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund T Rowe Price Retirement 2055 Fund - T Rowe Price

Totals

Holdings
Assets
Weight
Prisons
34.0
$1.03B
8.26%
     Prisons high risk
8.0
$16.62M
0.13%
     Private prisons
0.0
$0
0%
Borders
36.0
$1.04B
8.35%
     Borders high risk
17.0
$99.35M
0.8%
Total
50.0
$1.17B
9.42%
Full fund results

Holdings — 48 flagged holdings

1.
Alphabet Inc
Prisons
Borders
$277.99M
2.24%
Prisons
Borders :
$277.99M
2.24%
2.
Microsoft Corp
Prisons
Borders
$242.17M
1.95%
Prisons
Borders :
$242.17M
1.95%
3.
Amazon.com Inc
Prisons
Borders
$208.5M
1.68%
Prisons
Borders :
$208.5M
1.68%
4.
Alphabet Inc
Prisons
Borders
$109.79M
0.88%
Prisons
Borders :
$109.79M
0.88%
5.
Berkshire Hathaway Inc
Prisons
$71.65M
0.58%
Prisons
$71.65M
0.58%
6.
Airbus SE
Borders
$40.86M
0.33%
Borders :
$40.86M
0.33%
7.
Ingersoll Rand Inc
Borders
$32.45M
0.26%
Borders :
$32.45M
0.26%
8.
McDonald's Corp
Prisons
$26.75M
0.22%
Prisons
$26.75M
0.22%
9.
Salesforce Inc
Borders
$19.06M
0.15%
Borders :
$19.06M
0.15%
10.
HSBC HOLDINGS PLC
Prisons
Borders
$16.42M
0.13%
Prisons
Borders :
$16.42M
0.13%
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