About TTOIX
T. Rowe Price Target 2060 Fund – I Class is a target-date mutual fund designed for investors planning to retire around 2060. It seeks the highest total return over time with an emphasis on both capital growth and income, using an actively managed, multi‑asset approach that invests primarily in underlying T. Rowe Price stock and bond funds. The portfolio maintains a high equity allocation in early decades to promote asset accumulation, gradually shifting toward bonds as the target date approaches, following a predetermined glide path overseen by the firm’s asset allocation team. The fund’s underlying building blocks span U.S. large-, mid-, and small-cap equities, international developed and emerging markets, real assets, and core and diversifying fixed income, providing broad global exposure and risk diversification. It is benchmarked to the S&P Target Date 2060 Index and is rebalanced and adjusted tactically as needed within the manager’s framework. As of June 30, 2025, the fund reported total assets and key risk metrics on its factsheet, with disclosures emphasizing that principal value is not guaranteed before, at, or after the target date.
Fund Family T. Rowe Price
Category Target-Date 2060+
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol TTOIX
Share Class -i Class
Index S&P Target Date 2060 TR USD
TTOIX had a total return of 16.37% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.98%.
